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.

Practice management & professional standards

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

Tax Research II

This webcast is designed to help you identify and formulate critical tax questions to make your research more effective.

Webcast Practice management & professional standards Intermediate

Tax Research I

Designed to provide you with a working knowledge of the methodology of implementation-based tax research, this webcast draws on the latest developments in online...

Webcast Practice management & professional standards Foundational

Accountants Liability: Balancing Risk and Reward (Tax Focus)

Join the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional liability exposures...

Webcast Practice management & professional standards Foundational

Working Paper Documentation

This webcast will help you appropriately and adequately prepare, organize and understand workpapers.

Webcast Practice management & professional standards Foundational

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

Professional Ethics and Responsibilities in Tax Practice

Gain an overview of Treasury Circular 230 and the AICPA Statements on Standards for Tax Services (SSTSs) and the discuss key provisions in the AICPA Code of...

Course – Online Practice management & professional standards Foundational

Tax Research II - Tax Staff Essentials

Designed to help you identify and phrase critical tax questions, this CPE course will help you structure your searches and formulate the questions to make your...

Course – Online Practice management & professional standards Intermediate

Tax Research I - Tax Staff Essentials

Designed to provide you with a working knowledge of the methodology of implementation based tax research, this CPE course draws on the latest developments in online...

Course – Online Practice management & professional standards Foundational

Working Paper Documentation - Tax Staff Essentials

Learn to appropriately and adequately prepare, organize and understand workpapers.

Course – Online Practice management & professional standards Foundational

Tax principles for the digital age

This article discusses Tax Policy Concept Statement No. 1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (TPCS-1) which is intended...

Article Practice management & professional standards Foundational

Building on Compliance: The Evolution of Tax Services

Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity

Article Practice management & professional standards Intermediate