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Interactive Tax Checklists for Todays Digital CPA - PDF

Checklist: Review this chart to understand why you should make the change from paper, PDF and Word checklists to the AICPA's new Interactive Tax Checklists. This new tax planning tool includes the content you trust in an interactive, online environment and is a high-quality option for today’s digital...
Published on May 11, 2013

Technical Quality and Services Delivery

Overview: Quality & Services Delivery abstract: Keep up with tax changes, accounting & auditing standards and use plain English tools and guidance to understand new requirements and in communicating with professional staff and clients. Understand peer review processes and quality...
Published on May 14, 2013

PCPS Member Discounts

Overview: See some of the savings associated with PCPS membership.
Published on March 25, 2013

Tax Resources

Overview: The following resources and information will be helpful tools for your practice and will help you understand and apply the tax laws and stay informed of new developments
Published on May 21, 2013

PCPS Free Resources

Overview: PCPS offers tools like checklists and templates for everything from technical issues to marketing and business development. Get a better feel by checking out these free resources
Published on April 06, 2012

Sole Practitioners

Article: With PCPS as your team behind the scenes, you’re not alone as you face these challenges. These tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice.
Published on May 21, 2013

Why Join PCPS

Overview: Thousands of our member firms reap the benefits of membership every day. PCPS works tirelessly on your behalf and wants to be sure you take advantage of all that membership has to offer. Here you'll find just some of the tools and resources PCPS offers.
Published on April 16, 2013

Developing New Leaders

Overview: Chapter 6, Developing New Leaders for Succession Planning, includes a PDF chapter, along with a video and tools. Chapter tools include checklists for training and developing employees and shareholders
Published on February 25, 2013

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Related AICPA Products

AICPA Tax Membership Section

For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 23,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.

AICPA Personal Financial Planning Membership Section

The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.

Tax Planning After the Healthcare Surtax: Tools, Tips, and Tactics

A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has your clients, and institute best practices that will yield benefits in 2013 and beyond.