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    The Tax Adviser October 2008 

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    U.S. Estate Tax Return Checklist (Form 706)

    Checklist This is the WORD version of the Form 706 - U.S. Estate Tax Return Checklist. These are sample checklists and used for 2014 tax returns.
    Published on June 30, 2015

    The CPAs Guide to Financial and Estate Planning

    Guide The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
    Published on June 30, 2015

    Advanced Tax Quarterly Private Letter Ruling Presentation Slides

    Presentation These are the slides associated with the 2014 Advanced Tax Quarterly webcast on private letter rulings.
    Published on June 30, 2015

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on June 30, 2015

    AICPA Member Discount Program

    Article The AICPA offers discounts on products and services from premium brands to its members.
    Published on June 30, 2015

    ADV Part 2B Brochure Supplement

    Tools To assist you in completing Part 2B of Form ADV, the AICPA has written descriptions of both the CPA and PFS designations.
    Published on June 30, 2015

    Focus on Quality Toolkit Proposal Template Wording

    Template This proposal template outlines sample blurbs to include in your proposals that articulate your firm’s commitment to quality work and the unique experience and expertise you and your team members bring to the engagement.
    Published on June 30, 2015

    Bob Veres E-Columns

    Newsletter In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
    Published on June 30, 2015

    Tax Section Membership

    Overview The Tax Section takes it one step further by providing additional tax practice tools and aids, resources and guidance to help CPA tax practitioners elevate their practices and maintain the highest ethical standards. Don’t get lost in the fog of legislative changes, developing tax issues and newly evolving tax planning
    Published on June 30, 2015

    Generally Accepted Privacy Principles

    Overview The AICPA/CICA Privacy Task Force, developed the Generally Accepted Privacy Principles (GAPP). This document supersedes the AICPA/CICA Privacy Framework.
    Published on June 30, 2015

    Schedule of Upcoming GAQC Web Events

    Webcast This page contains a table with Upcoming GAQC Web Events and will include titles, dates, and calendar invites.
    Published on June 30, 2015

    Information Management and Technology Assurance (IMTA) Membership

    Overview Membership in Information Management and Technology Assurance (IMTA) Division entitles you to premium content, resources, tools and networking opportunities you need to succeed.
    Published on June 30, 2015

    Security and Privacy

    Overview Security and Privacy encompasses the rights and obligations of individuals and organizations with respect to the collection, use, disclosure, and retention of personal information.
    Published on June 30, 2015

    GAPP Principles and Criteria Table

    Guidance This table contains the ten principles and 73 criteria of Generally Accepted Privacy Principles.
    Published on June 30, 2015

    2008 Disciplinary Actions

    Disciplinary Actions Disciplinary actions for 2008.
    Published on June 30, 2015

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