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
Tax Power Hour Gearing Up for Tax Season
Presentation:
The November Tax Power Hour focuses on gearing up for tax season. This presentation discusses organizers, engagement letters, staffing, scheduling, new PTIN rules for staff, different tax return processing system and procedures...
Published on November 26, 2012
Tax Power Hour Tax Season Debrief
Presentation:
Explore the impact of keeping up with and incorporating new laws, forms and requirements for 2012, such as the new Form 8949 and first year of expanded foreign account reporting. We'll review things from a practice management perspective. What systems, processes and procedures worked, didn’t work, need tweaking and why?
Published on May 09, 2012
Worldwide Tax Table
Guidance:
This table describes tax rates and other attributes worldwide
Published on December 03, 2012
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 CPA
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
The Practicing CPA February/March 2013
Newsletter:
In this issue: AICPA Tax Section news on Distributions from CRTs, Proposed Regulations for New Medicare Surtax, Tangible Property Regulations, and more; Key Technical Changes in the New AICPA Clarity Standards; Cool Tools for...
Published on March 08, 2013
AICPA Advocacy Results in Taxpayer Penalty Relief
Article:
As a result of AICPA advocacy, the IRS is waiving late payment penalties due to last minute tax law changes. However, the IRS still automatically assesses these penalties and mails notices. As you respond to client questions and assessment notices, seize this moment to remind clients of...
Published on May 06, 2013
2011 PCPS CPA Firm Top Issues Survey Sole Practitioners
Overview:
Here are the top five Firm Top Issues for Sole Practitioners. Also listed are the resources provided by PCPS that can help with the issues obtained from the survey.
Published on December 21, 2012
The Practicing CPA April 2013
Newsletter:
...Trends You Should Not Ignore as Busy Season Ends; Turning Clients’ Hot Topics into New Engagements; Maintaining Client Loyalty in a Digital World; News for Practitioners from the AICPA Tax Section; Making The Windows 8 Decision (Tomorrow); Great Gatherings for Practitioners; and more
Published on April 03, 2013
Planning and Paying for Partner Retirements
Article:
...make buyouts self-funding. It uses illustrative examples and case studies to walk readers through the options; and includes discussions on external vs. internal transactions and the effect of tax treatment
Published on September 09, 2012
CPA Firm Professional Role Descriptions
Guidance:
...descriptions to help team members understand what the firm is looking for at each level. This section provides examples for an associate intern, new associate, senior, manager, partner, audit/tax service line leader, managing partner
Published on December 19, 2011
International Services - Inbound
Overview:
International Services represent a wide array of practice growth opportunities for your firm by helping foreign companies set up business in the U.S. market.
Published on December 03, 2012
International Services - Outbound
Overview:
U.S. companies are increasingly looking overseas for new opportunities. Help your existing or potential clients expand or operate internationally.
Published on March 25, 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