New Section 7216 Regulations Become Effective

Overview:  An overview of the new IRS regulations under Internal Revenue Code section 7216 becoming effective. The regulations generally prohibit the disclosure or use of tax return information without the client's explicit, written consent
Published on September 23, 2012

2009 Tax Resources - Practice Guides and Checklists

Practice Aid:  The 2009 Practice Guides and Checklists have been updated, reviewed and tested and are ready for you to download.
Published on April 30, 2013

2/22/2013 Tax E-Alert IRS Releases Additional Forms, 7216 Guidance Deferred, Tax Reform Video, and New Tools for Tax Sea...

Article:  In this issue IRS Releases Additional Forms, 7216 Guidance Deferred, Tax Reform Video, and New Tools for Tax Season and Beyond and more
Published on April 16, 2013

IRS Releases New Guidance on Section 7216 Regulations

Guidance:  On December 29 and 30, 2009, the IRS released new guidance designed to clarify a number of questions about the regulations under section 7216, involving the disclosure or use of tax return information by tax return preparers
Published on April 13, 2012

Rules on Use, Disclosure of Taxpayer Information Finalized

News:  The IRS issued final regulations under Sec. 7216 that govern the circumstances in which tax return preparers can disclose or use certain limited tax return information
Published on December 26, 2012

IRS Extends Effective Date for New Section 7216 Guidance

Article:  This article summaries the release of Rev. Proc. 2013-19 by IRS which extends the effective date of  Rev. Proc. 2013-14, involving the disclosure or use of tax return information by a tax return preparer.
Published on February 22, 2013

AICPA Backgrounder on Proposed Section 7216 Regulations

Primer:  Organizations representing consumers argue regulations proposed by IRS make it easier for tax preparers to use taxpayers? information for purposes other than preparation of tax returns. Provided is background & answers to questions on the topic.
Published on April 17, 2012

2013-01-25TaxEalert Court Strikes Down RTRP program, New Sec. 7216 Guidance, IRS 2013 Inflation Adjustments, New Simplif...

Article:  In this issue Court Strikes Down RTRP program, New Sec 7216 Guidance, IRS 2013 Inflation Adjustments, New Simplified Home Office Rules, Proposed Regs on Health Insurance "Play or Pay" Rules, ATRA Changes to Monthly Transit Benefits and more
Published on April 09, 2013

Tax Preparer Rules for Disclosure and Use of Return Information Disclosure Requirements of Sec. 7216

Article:  Article on the new IRS regulations under the Internal Revenue Code section 7216, which generally prohibits the disclosure or use of tax return information without the client's explicit, written consent
Published on May 03, 2013

Additional Standards and Ethics Rules

Overview:  Members need to be alert to and comply with all other standards and ethics rules that may apply to them and their practices. Examples of such standards and rules are included on this page.
Published on March 28, 2011

2013 Tax E-Alerts

Newsletter:  2013 Tax E-Alert Newsletter Archives. A bi-monthly electronic newsletter sent exclusively to all Tax Section members as part of their membership.
Published on May 13, 2013

Tax Practice Resources

Overview:  Today's tax CPA faces an increasingly complex environment that affects their ability to meet work challenges whether in public practice, business and industry or academia. To help members meet these challenges, the Tax Division's committees and technical resource panels work year round to develop new practice tools and services.
Published on April 03, 2013

Mandatory Language for Consents to Disclose, Use Taxpayer Information Modified

News:  The IRS has provided guidance to tax return preparers about the format and content of taxpayer consents to disclose and consents to use tax return information and modified the mandatory language required on each taxpayer consent.
Published on December 28, 2012

FSA Certification Letter Guidance

Article:  The FSA requested "certification" letters from various participants that had applied for farm subsidies.  The FSA and the AICPA came to a resolution on an agreed upon statement letter that CPAs could provide the FSA.  We encourage all other alternatives be exhausted before a member decides to sign-off on the
Published on April 22, 2013