Member Only Content
Using Family Partnerships and Refuting IRS Challenges
This is an article highlighting the AICPA's position concerning the legitimate use of family partnerships. In particular, the AICPA takes exception with the IRS's refusal to recognize for transfer tax purposes the validity of many family partnership's under examination
Published on September 19, 2012
Comprehensive List of Advocacy Issues for Trust, Estate and Gift Tax
This section includes information on legislative, regulatory, and administrative advocacy related to estate, gift, and trust taxation.
Published on May 15, 2013
AICPA Virtual Conference on Tax Strategies for the High-Income Individual
Monday and Tuesday, May 20 and 21 - Led by prominent tax experts, this virtual conference will update you and discuss the latest tax issues that impact your high-income clients.
Advanced Estate Planning: Practical Strategies for Your Clients
This course will show you how to employ planning devices to help your clients meet their family planning and charitable contribution goals.
The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.