7216 Guide and Sample Consent Forms
Section 7216 Consent Forms Practice Guide for use by tax practitioners
Published on April 03, 2014
2012 Gift Tax Return Tips and Traps
This article highlights some of the many nuances CPA financial planners and practitioners need to consider for completing, and advising on, 2012 gift tax returns.
Published on July 11, 2014
Illustrative Engagement Letter for an Investment Advisory Agreement
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client
Published on September 16, 2014
Portability A Planning Game-Changer, But Not as Simple as It Appears
In this webcast, Steve Siegel leads practitioners through an in-depth discussion on portability.
Published on September 27, 2013
PFP Tax 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 September 25, 2014
Implementing Section 7216
IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
Published on July 22, 2014
Registration and Compliance
Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on August 28, 2014
Find out more about the tax planning services you can offer to provide peace of mind for your clients.
Published on July 18, 2014
Post-Mortem Administration Checklist for the CPA Financial Planner
There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
Published on August 14, 2014
Roth IRA Conversions - The Critical Issues Advice from Americas Leading Experts
This web seminar covers a number of Roth conversion topics, including who should convert, recharacterizations, asset protection concerns, and others.
Published on January 28, 2011