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    AICPA State Regulation and Legislation Team Issues Registration Compliance Advisory to CPA Firms

    Guidance The AICPA’s State Regulation and Legislation Team has issued an advisory to CPA firms urging them to review their registration compliance procedures to ensure that they are in compliance with out-of-state registration requirements, when performing attest engagements.
    Published on July 29, 2014

    Session Material 2014 E.D.G.E.

    Article  2014 AICPA E.D.G.E. Session Material Wednesday, August 6 – Pre-conference Workshops 8:00am–5:00pm 101. 7 Habits of Highly Effective Leaders (Session material provided on site) 8:00am–Noon 102. The Perfectly Imbalanced Life 1
    Published on July 29, 2014

    Staying in Touch - A Year of Client Communications

    Quick Reference Guide Client communications resource for tax practitioners to reference or use to highlight and promote their firm during the year.
    Published on July 29, 2014

    Service Proposal Worksheet

    Template Sample template to assist in determining how to price a variety of services in advance and in setting up payment terms.
    Published on July 29, 2014

    Non Cash Charitable Contributions Worksheet - Excel Version

    Template Sample Excel worksheet used to calculate fair value of non-cash donations for tax purposes.
    Published on July 29, 2014

    Non Cash Charitable Contributions Worksheet - PDF Version

    Template Sample PDF worksheet used to calculate fair value of non-cash donations for tax purposes.
    Published on July 29, 2014

    Extensions Reminder Letter

    Sample Letter Sample client letter used to remind clients to submit missing information or tax organizer by fall submission "deadline" to ensure returns can be completed by the 10/15
    Published on July 29, 2014

    Tax Practitioner Sample Year-End Charity Letter

    Sample Letter Year-end charity letter with different templates for calculating the value of noncash donations for communicating with clients.
    Published on July 29, 2014

    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 July 29, 2014

    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 July 29, 2014

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