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    Checklists and Illustrative Financial Statements

    Publication A description of publications available in the Checklists and Illustrative Financial Statements series
    Published on January 07, 2015

    Silent Safety Security Checklists

    Checklist Based on materials from Silent Safety, the personal security best-practice reference for the affluent and their advisers, these checklists identify critical security issues, empowering you to provide pragmatic advice and deploy strategic measures that your client can immediately implement, to protect both family and assets
    Published on September 22, 2011

    State Trust and Estate Income Tax Return Checklist

    Article The AICPA State & Local Tax Technical Resource Panel has developed a checklist to assist practitioners with compliance for trusts and estates
    Published on March 01, 2014

    AICPA News Update - February 10, 2012

    Newsletter In this issue: 2011 Tax Practice Guides & Checklists, Brush Up on Practice Standards for Preparing Returns, New Tax Practitioner’s Toolkit with Resources to Help Members Communicate and Promote Their Value, Become a Member of the Tax...
    Published on February 10, 2012

    Estate Planning After the 2010 Tax Act Quick Reference Checklist

    Checklist Ready for you to download, personalize, and use today to update your clients about how the Tax Relief and Job Creation Act of 2010 (2010 Tax Act) may affect their estate planning. Estate planning is not over, only different. Whether or not the estate tax applies to your clients,
    Published on March 01, 2011

    Independence and Ethics

    Publication A description of products available on independence and ethics.
    Published on March 13, 2015

    AICPA News Update - February 5, 2010

    Newsletter In this update: Tax Center Resources: 2009 Practice Guides and Checklists, Topical Guides and More; Practice Guide and Video Explain New IRC Section 7216 Regulations; AICPA Forms Task Force to Respond to IRS Proposal to Require Companies to Disclose Uncertain...
    Published on March 08, 2010

    AICPA News Update Volume 12 No. 2

    Newsletter New Tax Disclosure Regulations Took Effect January 1, 2008 Tax Return Checklists Now Available Online, Auditors of Non-Public Broker-Dealers Are Required to Register with PCAOB, Year-end FIN 48-Related Disclosures Required, Even if Deferring Application, Overhauled Audit and...
    Published on June 24, 2011

    Depository and Lending Institutions

    Publication A description of publications available on depository and lending institutions.
    Published on March 13, 2015

    AICPA News Update - February 8, 2013

    Newsletter In this issue: Save Money and Time with Free Tools to Help You Communicate with Clients; Updated 2012 Tax Practice Guides, Checklists, Organizers and Letters; Get Exclusive Discounts and Resources by Joining the Tax Section; Sign Up for Free CPA Letter Daily to Get Tax News Each Weekday; Network with Other...
    Published on February 08, 2013

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