Tax Planning

    Tax Planning 

    It is not enough to complete a client’s tax return once the tax year is over. Successful tax practitioners are looking for opportunities to be more proactive with their client’s tax situation throughout the year. Changes to the tax law do not fit timely within a specified time frame each year. Expired provision are being extended months into a new year with retroactive status, in addition to the issuance of new regulations and court findings which may substantially affect the treatment of certain tax positions. This requires staying on top of these recent developments, determining how your clients may be affected, and creating strategies to assist clients with minimizing taxes whenever possible. 

    This page contains a variety of resources to gain additional knowledge, increase practice efficiency, and communicate with clients. Visit often to increase your value to your clients.


    Tools & Resources

    We are constantly in the process of developing new or updated existing resources. Some newly released resources include:





    • AICPA Sophisticated Tax Planning for Wealthy Clients, Nov. 16-17, 2015, Boston, MA: Attend this conference online and learn the latest techniques to help your wealthy clients retain, accumulate and transfer wealth. Experts will share cutting-edge strategies and changing government regulations that affect your wealthy clients.

    This symbol identifies tools and resources available exclusively for Tax Section members. When accessing premium member-only content within the Tax Resource Library, you will be prompted to enter your user ID and password to validate your Tax Section membership. Not a member? Learn more about these premium resources along with the many other benefits of membership in the AICPA Tax Section.

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