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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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Making Next Year Better: A CPA’s Guide to Using the Past to Plan for the Future
This article explains how your post tax season post mortem will work to your advantage in planning for next year.
Article Practice management & professional standards Foundational
Top 10 Billing and Collection Best Practices
This article discusses ten billing and collection best practices.
Article Practice management & professional standards Foundational
Practice Management: Recruitment Ideas for the 21st Century
This article provides three suggestions for finding, recruiting, and retaining the most talented resources to keep you successful.
Article Practice management & professional standards Foundational
15 things you need to know when clients owe taxes to the IRS
This article describes what you need to know in order to advice clients who owe.
Article Practice management & professional standards Foundational
Taking Control of the Final Form 1040
This article provides tips for using the final tax return for tax planning post-mortem.
Article Practice management & professional standards Foundational
Bad News for Noncash Contributions
This article discusses a tax court opinion which clarifies the misconceptions taxpayers have about their charitable contributions of household items, etc.
Article Deductions Foundational
Meeting the financial planning challenges of the future
In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.
Article Practice management & professional standards Foundational
Tax Return Due Date Changes - Tax Deadlines for Accountants
This page provides the guidance and tools to help you comply with tax return due dates and maximize workflow productivity.
Article Reporting & filing requirements Foundational
Tax Research and Advice Memo: Practitioner Memo for All Oral and Written Tax Advice
This article outlines what you need to know before providing tax advice, as well as a template to document oral and written tax advice.
Article Practice management & professional standards Foundational
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