Tax Power Hour 

    Tax Power Hour

    Welcome to the new Tax Power Hour page – offering new on-demand resources every month to help you work ON your practice, not just in it. Go beyond the monthly webcast and turn insights into action.

    Each month we’ll post a mix of articles, tools and related products along with exclusive Tax Section-only resources on one topic related to tax practice operations, efficiency, and management.  You choose the hour that works best for you – make it YOUR own power hour.

    Tax Power Hour Resources

    The new, expanded Tax Power Hour is all about you: the member! We provide the resources. You choose the hour that works best for you.  Each month we will provide a link to register for the next Tax Practice Monthly webcast along with additional exclusive Tax Section member-only companion resources:
    A monthly webcast series (formerly called the Tax Power Hour) focused on tax practice management, featuring tax practitioners and other experts sharing tips to help improve practice efficiency. See Upcoming Events >>
    Archives of each Tax Practice Monthly webcast are available on demand for 12 months, along with slides and handouts exclusively for Tax Section Members. Browse Archive Library >>   A podcast series on topics related to the monthly webcast featuring webcast speakers, profession leaders, experienced practitioners and other experts sharing tips to improve practice efficiency available exclusively for Tax Section Members. View our first session >>
    Topic of the Month: Responding to Requests to Verify Tax Information


    Responding to Requests to Verify Tax Information

    View archived presentation, originally aired on Oct. 22, 2015

    Third parties routinely ask CPAs to provide tax information to verify income, assets, cash flow, and other financial information for both individual and business clients. Some ask for tax information as a work-around to avoid the time and expense of an attest report. Others ask for alternative types of assurance because they do not understand the costs or consequences of these reports. Often these requests stir up negative thoughts to tax practitioners, such as liability concerns, losing a client, confidentiality breaches, and ethical issues. Leveraging copies of tax information poses unique challenges since tax practitioners cannot release tax information to a third party without a signed written consent from the client in a format specified by the IRS. In this webcast, we review the rules regarding use and disclosure of tax information for purposes other than the preparation of the return. We provide an overview of tax practitioners' responsibilities under the Internal Revenue Code and related AICPA professional standards.

    Register for the next Tax Practice Monthly: Gearing Up for Tax Season, Nov. 19 at 1pm ET

    Companion Resources


     Visit the Tax Practice Management section for additional resources to help you run your practice.


     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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