Practice Management
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Practice Management |
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- Accounting firm's memo for client corporation. 96:48.
- Behavioral interviewing. 96:570.
- Billing and collection procedures. 91:403.
- Brochures available from AICPA Website (chart). 98:809.
- CD-ROM
- tax research. 95:583.
- use in tax practice. 95:558.
- Checklists
- audit personnel and tax preparer. 93:610.
- business tax returns. 99:857.
- quality control. 93:608.
- tax review for closely held corporations. 90:586.
- Client screening. 96:179.
- Collections. 95:179.
- Cooperative couponing. 94:768.
- CPA-client privilege
- confidentiality ethics requirement. 92:123.
- CPE investment valuation program. 97:383.
- Depreciation workpapers. 90:796.
- Disaster Area Practice Guide. 96:260.
- Disclosure of return information. 90:184.
- Due date control. 92:615.
- Elections. 94:576.
- Enforcement of policies and procedures. 91:191.
- Engagement letters for tax returns. 95:178.
- Enrolled agents, use of. 97:795.
- Form 990. 91:402.
- Future of tax practice. 98:412.
- Future Tax Division Meetings. (chart) 96:261.
- Hiring process. 98:632.
- Income tax vs. gift tax
- dependents vs. donees. 93:395.
- Individual tax returns
- workpapers. 90:587.
- In-house tax processing. 92:616.
- Internal checklists and newsletters. 90:183.
- IRS audits of closely held business. 92:613.
- Keeping clients informed. 91:192.
- LIFO method amnesty. 92:615.
- Management computerized. 90:182.
- Management contracts. 90:555.
- Marketing tax services. 93:190.
- Mid-stream assessment of tax season. 98:184.
- Planning for deceased client. 94:375.
- Post-filing season. 90:795.
- Practice development
- travel and entertainment rules. 92:188.
- Practice in the 1990s. 92:835.
- Privilege and confidentiality. 92:406.
- Processing income tax returns. 93:608.
- Professional liability. 92:409.
- Quality review and confidentiality. 92:189.
- Questions from potential clients (checklist). 97:4.
- Return preparation
- interactive software. 91:830.
- Sales management. 96:375.
- Sales nexus. 91:830.
- Sales tax. 90:586.
- Second class of stock rules. 91:613.
- Servicing clients. 99:424.
- Staffing in the 21st century. 91:615.
- Tax Court exam. 96:373.
- Tax department manual. 91:404.
- Tax department retreats. 93:192.
- Tax Division tax practice aids. 95:178.
- Tax practice quality control document. 99:668.
- Tax personnel salaries by gender (chart). 97:404.
- Tax preparation for investors. 90:794.
- Tax presentations. 97:179.
- Tax research. 91:617.
- Tax returns
- control form. 90:381.
- controls. 95:179.
- timeliness standards. 90:382.
- Tax season. 91:192.
- Tax software
- using practice management tools within. 93:393.
- Tax specialization accreditation. 93:284.
- Tax workpaper procedures. 98:863.
- Telecommuting. 99:193.
- 1040 Central Operating Manual. 95:563.
- TIPS line. 96:183, 250, 312, 383, 445, 509, 580, 643, 706, 772; 97:52.
- Use of technology. 95:750.
- Voluntary tax practice review. 92:190, 405; 95:3; 97:588.
- When to disengage a client. 91:614.
- Work load compression relief. 92:552; 94:510.
