October 19 Webinar Top Reasons Why Your Individual Clients Should be Seeking Your Advice on Financial and Estate Plannin...
Webcast:
This is the AICPA webinar on estate planning for financial planners held on October 19, 2011
Published on April 23, 2013
July 29, 2011 Tax E-Alert Truncation of Social Security Numbers on Specific Statements
Newsletter:
This newsletter contains information regarding: Tax Reform Legislation in Congress, Truncation of Social Security Numbers, 3 Percent Withholding Law, IRS is Mailing Surveys to Taxpayers to Assess Burden...
Published on February 28, 2012
Witnesses Tell Senate Finance Committee Ways to Improve Tax System
News:
Witnesses gave the Senate Finance Committee a variety of suggestions on how to fight tax identity theft and fraud, reform the tax system, and fund the IRS during a hearing on Tuesday.
Published on April 17, 2013
05-10-2013TaxEalertAICPA Addressing Challenging Tax Season, Client Reminders in the Tax Toolkit, Social Media for CPAs o...
Newsletter:
AICPA
Published on June 10, 2013
Retirement Planning Webinar
Webcast:
This is the 8/10/11 AICPA webinar on retirement planning strategies for Boomers
Published on October 10, 2011
04-19-2013TaxE-Alert Updates on Presidential Budget Tax Reform, AICPA Testimony on House and Senate Tax Proposals, Tax S...
Article:
AICPA Learn
Published on June 10, 2013
04/05/13 Tax E-Alert New Client Termination Checklist and Letter, Tax Return Preparer Registration Program Halt Upheld, ...
Newsletter:
04/05/13 Tax E-Alert Newsletter: New Client Termination Checklist and Letter, Tax Return Preparer Registration Program Halt Upheld, Tax Season Debrief on the next Power Hour and More!
Published on April 05, 2013
Loss of Spouse Checklist
Checklist:
The ""Loss of Spouse"" checklist provides a informative questionnaire and review of steps that should be taken when a spouse has passed away. Immediate actions to take, ways to get organized, papers and forms to gather and review, as well as insurance and tax considerations are all included.
Published on February 17, 2010
September 2, 2011 Tax E-AlertIRS Postpones Sept. 15 Filing Deadline for Certain Taxpayers due to Hurricane Irene
Newsletter:
This newsletter contains articles regarding: IRS Postpones Sept. 15 Filing Deadline for Hurricane Irene, Extension for Various OVDI, Use of High-Low Travel & Entertainment Substantiation Method, Fingerprinting Process, Document Delivery to the IRS, Court Rejects Reasonable Cause Defense for Preparer’s Omission, Section 909
Published on February 27, 2012
August 8, 2012 Tax E-Alert AICPA Provides Feedback on the Form 990 & Related Issues
Newsletter:
This newsletter contains information regarding: Schedule M-3, Form 990, Accounting Software File, Form 706, Carryover Basis Rules for 2010 Decedents’ Estates, Estate Tax Resources, S Corporation Shareholder Basis, Updated Circular 230.
Published on February 28, 2012
Congress Passes Fiscal Cliff Act
News:
Congress preserved most of the George W. Bush-era tax cuts and extended many other lapsed tax provisions.
Published on January 04, 2013
January 20, 2012 Tax E-Alert - Interactive Tax Checklists
Newsletter:
January 20, 2012 Tax E-Alert. In this issue: Interactive Tax Checklists; Transition Relief for January 17 reporting deadline; Taxpayer Advocate Releases Annual Report; AICPA submits comments to Congress on Estate & Trust Federal Tax Payments; Free Tax Season Resources
Published on January 26, 2012
July 15, 2011 Tax E-Alert AICPA Expresses Support for Changes Made to the Return Preparer Program
Newsletter:
This newsletter contains information regarding: Return Preparer Program, IRS Identifies 100,000 Preparers Who Failed to Follow New PTIN Rules, FBAR, Reporting Credit Card Activity on Business Tax Returns, IRS Publication 3609.
Published on February 28, 2012
July 13, 2012 Tax E-Alert Supreme Court Rules in Local Case, ITIN Application Changes, 2012 Planning Resources and New T...
Article:
In this issue: Supreme Court Rules in Local Tax Refund Refusal Case, Update on FSA Certification Letter, Change to ITIN/ Form W-7 Procedures, Offshore Voluntary Disclosure Program, Exempt Organization Developments, and Plan Now for 2012 Tax Increases—Known and Unknown
Published on July 17, 2012
September 7, 2012 Tax E-Alert Tax Relief for Individuals and Businesses Affected By Hurricane Isaac, Changes in IRS ITIN...
Newsletter:
In this issue Tax Relief for Individuals and Businesses Affected By Hurricane Isaac, Changes in IRS' ITIN Procedures, New Compliance Procedures, Form 3520 Reporting, Section 754 Elections, Health Care Reform (Blog)
Published on June 10, 2013