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PCPS Seasonality Success 

This is a quarterly e-newsletter on making the most of busy season. Every article will contain a wealth of tips to help make your practice more effective and efficient, along with an action agenda containing steps that PCPS members can implement in their own practices.

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AICPA Sends Congress Recommended Legislative Changes to New Partnership Audit Regime

Press Release The AICPA has submitted to Congress a set of recommended legislative changes to the new Partnership Audit Regime enacted as part of the Bipartisan Budget Act of 2015.
Published on November 17, 2017

International Taxation - Tax Planning Resources, Guides & Tools

Overview International Tax Planning - checklists, practice guides, and other tools and aids for members who specialize and/or want to know more about international taxation.
Published on April 26, 2017

Mercedes-Benz

Article AICPA offers member discounts on Mercedes-Benz vehicles.
Published on April 26, 2017

April 2017 Update of the AICPA Professional Literature

Overview This PDF details the products updated for the April 2017 update of the AICPA professional literature.
Published on April 26, 2017

Current PFP News

Newsletter In this issue: Video Podcast Series: Banish Burnout: Boost Your Personal Efficiency, Effectiveness & Profit | Podcast: Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Published on April 26, 2017

Personal Financial Planning & CPA/PFS Webcasts

Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
Published on April 26, 2017

PFP Concentrated Low-Basis Stock

Presentation Bob Keebler interviews Mark Fichtenbaum on tax planning strategies for concentrated low-basis stock positions.
Published on April 26, 2017

PFP Individual Retirement Accounts

Presentation Bob Keebler provides an overview of planning with Individual Retirement Accounts (IRAs), including contribution, management, and distribution strategies.
Published on April 26, 2017

PFP Generation Skipping Transfer Tax Planning

Presentation Bob Keebler provides an overview of generation-skipping transfer tax planning.
Published on April 26, 2017

PFP Charitable Remainder Trusts

Presentation Bob Keebler provides an overview of when and how to use charitable remainder trusts (CRTs) as an effective financial and tax planning strategy.
Published on April 26, 2017

Personal Financial Satisfaction Index (PFSi)

Overview The Personal Financial Satisfaction Index (PFSI) is quarterly index of propriety and public factors that together give an objective look at the financial pleasure or pain of the average American.
Published on April 26, 2017

Personal Financial Planning

Overview An overview of the Personal Financial Planning Division.
Published on April 26, 2017

Peer Review - Home

Overview On the home page of the Peer Review Interest Area, you can find links for peer reviewers, CPA firms, the public and information and resources related to peer review.
Published on April 26, 2017

Reviewer Training

Overview On the CPE and Events page, you'll find information on the annual Peer Review Conference, Peer Reviewer Training courses and Peer Review Webcasts.  Save the date for the 2017 Peer Review Conference to be held August 14-16, 2017 in Nashville, Tennessee.
Published on April 26, 2017

Peer Review Integrated Management Application (PRIMA)

Overview Access information on the Peer Review Integrated Management Application (PRIMA), a web-based tool to replace the PRISM website.
Published on April 26, 2017

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