Tax Section

Does the Tax Section offer individual and firm memberships?
The Tax Section membership is an individual-based membership and not a firm-based membership.

What if several people in my firm want access to Tax Section content and webcasts?
Because Tax Section membership is an individual membership, each person would have to be an AICPA member and join the Tax Section. Please contact us at taxsection@aicpa.org for more information and assistance.

What are the benefits of the AICPA Tax Section?
Tax Section members receive benefits that include:

16 hours of free CPE
Four Tax Practice Quarterly webcasts with up to eight hours of CPE credits geared toward core issues for tax season, the evolving practice, tax technology and tax ethics and two self-study courses with up to eight hours of CPE credits ($824 value).

Tax Resource Library
Checklists, sample letters, practice guides and toolkits focused on key practice areas in planning, compliance, IRS practice and procedure, firm management and ethics.

The Tax Adviser magazine
Digital subscription to our award-winning magazine with in-depth analysis on key issues, practical guidance and tax planning strategies.

Weekly Tax Section News
Exclusive tax communications delivered to your inbox on key developments, trending issues, planning strategies, tax advocacy and updates on recently released tools. Check your AICPA communication preferences are set to get the Tax/PFP Newsletter.

Webcast archive library
Unlimited 24/7 access to our archived webcasts.

Advocacy
Representation in Washington on issues specific to CPA tax practitioners.

Member discounts
$100 savings on select conferences and 20% off select webcasts plus other special offers throughout the year

Does the AICPA Tax Section answer technical tax questions?
The AICPA Tax Section does not answer technical tax questions. However, the Tax Section provides guidance and resources to help its members navigate technical tax issues. Visit the Tax Resource Library for guidance and practice aids designed specifically to help tax professionals elevate their practice, keep up with ever-changing tax laws and professional trends and maintain the highest ethical standards.

Does the AICPA Tax Section provide networking opportunities to help members knowledge-share and get help with technical tax issues?
The AICPA Tax Practitioners LinkedIn group keeps members up to date on tax legislation and regulatory developments and fosters peer discussions on technical tax issues and practice management.

Volunteering is an excellent way to build a network of professionals to help you with tax matters. Learn more about our Tax Division Committees and Technical Resource Panels. Visit Volunteer Central or contact the AICPA Tax Section at taxsection@aicpa.org to find out how you can get involved.

Many CPA state societies also offer member forums and networking opportunities to discuss tax matters with local peers. Consider reaching out to your state society to learn about their networking opportunities. Locate your state society information in our State and Local Tax (SALT) Roadmap and Resource Center.

When are the free Tax Section CPE events and how do I register for these events?
Tax Section members receive four complimentary webcasts each year that offer eight hours of CPE credits (two in the field of regulatory ethics and six in the field of taxes). Tax Section members also receive two self-study courses that offer eight hours of CPE credits.

Visit our Free Tax Section CPE Webcasts page for registration links to upcoming events. Also, Tax Section members get reminders in the Tax Section News e-newsletter so that they can mark their calendars and register far in advance of each event.

How do I subscribe to the “Tax Section Odyssey” podcast?
The “Tax Section Odyssey” podcast is your go-to source for staying informed on the latest tax trends and developments. A new episode is released every other week and is available for free to all listeners.

To not miss an episode, you can subscribe to our podcast series. Search for “Tax Section Odyssey” in your podcast channel (Apple Podcasts, Spotify, Google Podcasts, Stitcher, TuneIn, etc.) and locate the button to follow/subscribe to the series.

If you like to listen on your web browser, you can bookmark/add the Tax Section Odyssey podcast webpage to your favorites in your browser.

Does the Tax Section offer tax engagement letters?
Tax Section members have access to a collection of client engagement letters, such as templates for individual, partnership, corporation, estate, trust and non-profit tax returns. We also have tax engagement letters to assist with consulting, projections and audits.

See the full list of tax engagement letters in the Tax Section’s Annual Tax Compliance Kit.

When are the annual tax engagement letters, organizers, checklists and practice guides available each year (as part of the Annual Tax Compliance Kit)?
Engagement letters and organizers are generally available in November each year. Checklists are available by mid-December and most practice guides are available in late December.

Tax Section members get an email notification when the resources are posted. Visit the Annual Tax Compliance Kit for updates and the latest resources.

Note: tax legislation timing may affect availability, and updates to resources due to legislative changes will be made as soon as possible.

When are the year-end client tax planning letters available?
Resources contained in our CPA’s Marketing Toolkit (such as year-end tax planning letters) are typically available by mid-November each year.

How do I suggest a new resource or an improvement for the AICPA Tax Section?
Complete a short suggestion form to let the Tax Section team know how we can help you. We welcome all feedback.

I’m having trouble finding the resource I need. Do you offer a free web tour to help me navigate your website?
The AICPA Tax Section offers web tours to help members (and prospective members) learn how to get the most out of their membership. We guide you through our valuable resources, provide tips on how to access resources easily, show you how you can suggest new resources and discuss volunteer opportunities available in the AICPA Tax Division.

Register for a tour (multiple dates and times available).

How do I subscribe to relevant tax communications from the AICPA and Tax Section?
To get tax communications tailored to your interests, review your AICPA communication preferences in your account profile and make sure you’re subscribed to the following selections.

• AICPA Update

• CPA Letter

• Tax/PFP Newsletter

• Sections & Premium Subscriptions

• Sections & Premium Subscription Holders

I am having issues accessing the website and viewing certain webpages and resources. How do I get help?
The AICPA Global Engagement Center can help you troubleshoot your issues. Before contacting them, you can also try the following tips.

• Use Google Chrome as the recommended browser for our website.

• Hit F5 to refresh your browser.

• Clear your history, close your browser and reopen your browser.

• Log out of your account and log back in again.

Need additional help? Select the chat icon to the right of your screen, visit our help page for frequently asked questions and other contact information or email the Tax Section at taxsection@aicpa.org.

Why did I receive a section renewal notice? I only recently became a Tax Section member?
Section membership dues follow the same timeline and process as your general membership dues. (All membership renewal payments are due each year by July 31; the first renewal notices are sent in June.)

A section membership runs from Aug. 1 through July 31. Your initial dues are prorated based on the month you joined.

For example:

• If you purchased a section membership in May, June or July 2022, your initial payment was prorated for 14, 15 or 16 months, respectively, to cover the remaining months in the 2021–22 membership year, plus the upcoming 2022–23 membership year. Your membership would expire July 31, 2023. This means you would not receive a renewal notice for section membership during the 2022–23 membership year.
  

• If you purchased a section membership from January to April 2022, your initial payment was prorated to cover the remaining months in the 2021–22 membership year only, and your membership would expire July 31, 2022. This means you would receive a renewal notice for section membership during the 2022–23 membership year.

Go to My Profile to view your specific renewal date.