Checklists and Illustrative Financial Statements
A description of publications available in the Checklists and Illustrative Financial Statements series
Published on January 07, 2015
Silent Safety Security Checklists
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
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
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
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
A description of products available on independence and ethics.
Published on March 13, 2015
AICPA News Update - February 5, 2010
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
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
A description of publications available on depository and lending institutions.
Published on March 13, 2015
Audit Committee Toolkit Series
The Audit Committee Toolkit series was developed by AICPA's Business, Industry and Government Section to help audit committees. Each Toolkit offers a broad sampling of checklists, matrices, reports, questionnaires and other pertinent materials designed to make audit committee best practices actionable. Versions available for public companies, private companies, government entities and not for
Published on January 02, 2013