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    How to Cross-Sell Tax Services

    Practice Aid CPAs can use these tips and worksheet to explore ways of communicating with clients about additional services they may need.  Steps to take both within the practice and with the client are provided, as well as an example of signs to alert you to related services of interest.
    Published on May 05, 2015

    Ban the Box Resource Packet

    Tools A resource packet for state CPA societies that includes a handout for local and state policymakers, sample legislative language to exempt the CPA profession from Ban the Box proposals, and a copy of Georgia's executive order.
    Published on May 05, 2015

    State Tax Resources

    Article This page provides information and resources on state-level issues affecting tax professionals.
    Published on May 05, 2015

    Overview of the CITP Credential

    Overview The Certified Information Technology Professional (CITP) credential is one of the premier credentials that attest to a CPA's understanding of a broad body of information management knowledge. Learn more about becoming a CITP and how to apply.
    Published on May 05, 2015

    The Tax Adviser

    Publication The Tax Adviser is a valuable monthly resource for the latest tax-planning techniques and tax-saving methods. Its enhanced content and clean format make it a premier source of cutting-edge tax strategies for even the most knowledgeable tax practitioner and corporate executive.
    Published on May 05, 2015

    Legislative and Regulatory News

    Overview The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on May 05, 2015

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on May 05, 2015

    Center for Plain English Accounting

    Overview The CPEA’s straight-forward and clear style of writing and speaking allows practitioners the opportunity to understand the applicability of this literature when they are preparing financial statements and/or when they are auditing, reviewing, and compiling those financial statements.
    Published on May 05, 2015

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on May 05, 2015

    2015 Series Take Charge Your Money. Your Life

    Webcast Archive A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners.
    Published on May 05, 2015

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