This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

About this topic

Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

Annual Tax Update: Corporations and Pass-Through Entities

Covers ways to integrate the latest tax law changes into planning and compliance engagements.

Course – Textbook,   Course – Online S corporation income taxation Intermediate

Annual Tax Update: Individuals and Sole Proprietors

Gain practical insights and valuable tax-saving strategies from AICPA’s seasoned tax professionals who know what the new laws, rules and court rulings can mean for...

Course – Textbook,   Course – Online Income Intermediate

Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes

Learn the various ways that states define and enforce nexus and how to determine when your company or client has nexus in a state, thus requiring the filing of tax...

Course – Online Nexus Intermediate

Form 990: Mastering Its Unique Characteristics

Gain an understanding of the tax and practical points essential to the appropriate completion of the Form 990 and receive guidance on advising exempt clients on the...

Webcast Tax & regulatory Intermediate

Tax Planning for Small Businesses

Explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.

Webcast S corporation income taxation Intermediate

1040 Tax Return Workshop and Video Course

Provides the latest tax reform, legislative guidance and technical knowledge you need to service your individual and business tax clients.

Course – Textbook,   Course – Online Reporting & filing requirements Foundational

Corporate Income Tax Workshop

Updated with the Tax Cuts and Jobs Act of 2017 (TCJA), this course offers you a look at the most recent tax laws and other developments affecting C corporations, S...

Course – Textbook Tax computation Foundational

Investment Data Gathering and Analysis

A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.

Course – Online Investment planning Intermediate

Creating the Investment Policy Statement

A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client...

Course – Online Process, taxation & strategies Intermediate

Portfolio Management

Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.

Course – Online Portfolio management Intermediate

Investment Monitoring and Updating

A two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement,...

Course – Online Investment planning Intermediate

Investment Vehicles and Strategies

Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.

Course – Online Asset vehicles, classes & allocation Intermediate