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Individual income taxation

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.

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Individual Tax Fundamentals

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Let...

Webcast Individual income taxation Foundational

Taxation of Property Transactions

In this webcast you will gain a practical understanding of the various complex tax laws dealing with sale, disposal, or exchange of property.

Webcast Capitalization & depreciation Intermediate

Intermediate Individual Taxation

This webcast provides a wealth of tax-planning tips and strategies and addresses key tax return issues to arm you with the latest guidance to better serve your clients.

Webcast Reporting & filing requirements Intermediate

AICPA National Tax Conference

Nov 16-17, 2020 - Washington, DC - It's time again to look at the industry's most reliable guidance. You'll find coverage of the most pressing issues and opportunities...

Conference – Virtual,   Conference – Live IRS practice & procedure Intermediate

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 16 - Nov 17, 2020 - Washington, DC - When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined....

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

AICPA's Annual Federal Tax Update

Emphasizing implementation and compliance, this CPE self-study course will help you understand and apply recent Federal tax law changes that may impact your client.

Course – Textbook,   Course – Online Individual income taxation Intermediate

Risk Management and Insurance Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...

Course – Online Risk management & insurance planning Intermediate

The Risk Management Planning Process

Learn to educate your clients about the principles of risk and insurance.

Course – Online Risk management & insurance planning Intermediate

Financial Planning with Business Owners

Covers entity selection risks and how the goals of the closely held business owner are achieved.

Course – Online Risk management & insurance planning Intermediate

Medical, Disability, and Property and Casualty Insurance

Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

Course – Online Medical expense & long-term care insurance Intermediate

Group Insurance and Employee Benefits

Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.

Course – Online Executive compensation Intermediate