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The Tax Adviser 2010 

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Sec. 465 Traps for the Unsuspecting S Corporation Shareholder

Article :  Without proper planning, the at-risk rules set out in Sec. 465 can limit the amount of deductible S corporation losses.
Published on July 29, 2011

Best Article Award

Article :  The winner of The Tax Adviser’s 2009 Best Article Award is John C. Zimmerman, associate professor of accounting at the University of Nevada, Las Vegas, for his article “Deducting Losses for Defrauded Investors” in the July 2009 issue.
Published on July 14, 2011

Sec. 199 Domestic Production Activities Deduction

Article :  Since 2004, Sec. 199 has allowed as a deduction a percentage of qualifying production expenses, with “production” defined broadly and requiring only that it take place “in significant part” within the United States.
Published on May 03, 2011

Tax Return Due Diligence Basic Considerations

Article :  This article examines the rules of due diligence and the importance of tax professionals understanding these rules and proactively adapting to them in a practical manner.
Published on April 27, 2011

The Accuracy-Related Penalty (Part II)

Article :  This article discusses the Sec. 6664 reasonable cause and good-faith defense to the Sec. 6662 penalty.
Published on April 27, 2011

Dependency Exemption Issues for College Students

Article :  Parents and tax professionals can no longer assume that a college student will remain a dependent of the parent until he or she graduates. With the variety of funding sources students use to pay for the ever-increasing cost of higher education, many are likely to provide over one-half of their
Published on April 27, 2011

Tax Benefits for Education

Article :  An array of tax benefits are available to taxpayers, including income exclusions for educational assistance, scholarships, and distributions from qualified tuition plans and educational IRAs, as well as credits for tuition and certain education-related expenses and a deduction for tuition payments.
Published on April 27, 2011

The Accuracy-Related Penalty (Part I)

Article :  This two-part article addresses the Sec. 6662 accuracy-related penalty and the defenses available to taxpayers. Part I provides an overview of the various bases upon which a Sec. 6662 penalty can be imposed.
Published on April 27, 2011

Taxation of LLC Members as General Partners

Article :  In recent decisions, courts have held that interests in an LLC that elects to be treated as a partnership for federal income tax purposes should not be treated as limited partnership interests per se.
Published on January 28, 2011

Closing Date Deadline for Homebuyer Credit Extended to September 30

Article :  The Homebuyer Assistance and Improvement Act extends the closing date deadline to qualify for the first-time homebuyer credit from June 30, 2010, to September 30, 2010.
Published on January 28, 2011

Act Provides Temporary Funding Relief for Pension Plans

Article :  The Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act allows single-employer plans to elect to amortize over a longer period pension shortfalls caused by losses in asset value they experienced in 2008.
Published on January 28, 2011

IRS Proposes PTIN Fees

Article :  The IRS proposed to begin charging all authorized tax preparers a $50 user fee to obtain or renew annually a preparer tax identification number (PTIN).
Published on January 28, 2011

IRS Announces Phase-in of Mandatory E-Filing

Article :  The Worker, Homeownership, and Business Assistance Act mandates e-filing by almost all return preparers; it requires any return preparer who files more than 10 individual income tax returns per year to e-file those returns, starting in 2011.
Published on January 28, 2011

IRS Launches Gulf Oil Spill Hotline

Article :  The IRS announced that it has set up a special toll-free telephone line for taxpayers affected by the oil spill in the Gulf of Mexico.
Published on January 28, 2011

CPA Conflicts of Interest

Article :  Avoiding conflicts of interest requires CPAs to aggressively identify potential conflicts and take appropriate remedial action.
Published on January 28, 2011

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