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.

Tax planning

About this topic

Based on the CGMA Competency Framework, these resources allow you to focus on technical, business, people, leadership, and digital skills. All areas are underpinned by the need for ethics, integrity and professionalism. Log in and start learning today.

Manage your CPD record here.

Assess your skills

Take a self-assessment to evaluate your skills and find related learning activities.

Get started

Reexamining tax-loss harvesting: Better results through enhanced understanding

This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.

Article Process, taxation & strategies Intermediate

Figuring out transfer pricing: How to set terms of negotiation between departments

Transfer pricing can be a battleground for competing interests within a company. This article discusses balancing those interests.

Article Tax planning Intermediate

Brexit: Major tax changes for global businesses

This article discusses suggested measures to help multinationals start planning for the prospective tax changes related to Brexit.

Article Tax planning Intermediate

Captive insurance for the middle market

Know the tax and other requirements for this option to manage risk.

Article Tax planning Advanced

Goodwill as Part of a Corporate Asset Sale

Selling a business can require some of the most important tax planning an owner may ever need.

Article Tax planning Advanced

Presenting Financial Information with Impact

This course shows you how to present financial information with credibility and flair.

Course – Online Communication Foundational

Post-Election Tax Update - What Should We Expect with New Leadership?

Hear a post-election analysis from AICPA’s tax policy and advocacy representatives in Washington, D.C.

Webcast Reporting & filing requirements Foundational