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News you can use on tax regulations, court decisions, legislation, and practice management.

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As a tax practitioner, you may have contemplated adding personal financial planning services to your practice. There is a natural progression to go from being your client's most trusted tax advisor to also being their most trusted personal financial advisor. But you have questions: will it be profitable? How do I get started? What are other CPA firms doing? All of these questions are addressed in a new research study published by the AICPA's PFP Section that can show you how to expand your services into this lucrative niche area that is a great compliment to your tax practice.

The Personal Financial Planning Section of AICPA and Moss Adams LLP are pleased to announce the results of their first joint study of CPA financial planning and advisory practices- AICPA/Moss Adams CPA Financial Planning Practice Study.

Click here for more information

 
Tax Home > Resources

Resources

To help Tax Section Members meet the challenges of tax practice, we have assembled resources and tools in the following topical areas:

 

Note: In accordance with IRS Circular 230, the information on this Web site is not intended or written to be used, and cannot be used as or considered a "covered opinion" or other written tax advice and should not be relied upon for the purpose of avoiding tax-related penalties under the Internal Revenue Code; promoting, marketing, or recommending to another party any transaction or tax-related matter(s) addressed herein; for IRS audit, tax dispute or other purposes.

 

AICPA Releases Updated Disaster/Casualty Loss Tax Practice Guide

January 2, 2007. The AICPA Tax Section has updated its Casualty Loss Practice Guide, formerly titled, the Disaster Area Practice Guide. Learn More>>

 

Section 199 Domestic Manufacturing Deduction Practice Guide

These documents provide guidance to assist you with dealing with the Section 199 Domestic Manufacturing Deduction (DMD). Learn More>>

 

AICPA PowerPoint on IRS Mandatory Corporate E-File Program

This PowerPoint provides background information on the IRS’s mandatory corporate e-file program, a program that generally requires corporations with $10 million or more in total assets to e-file its fiscal year 2006 Form 1120 or 1120S tax return. Learn More>>

 

AICPA Document Retention Guide

This guide discusses and gives the practitioner background on document retention policies as well as a draft of a sample document retention policy for adaptation to your firm's needs. Learn More>>

 

Tax Practice Quality Control Guide

This guide presents recommendations of the AICPA Tax Division's Member Tax Practice Improvement Committee (MTPIC) and Tax Practice Responsibility Committee (TPRC) on how the Statements on Standards for Tax Services affect the tax practice quality control systems for certified public accountants in public practice. Learn More>>

New Section 7216 Regulations Become Effective
On January 1, 2009, new IRS regulations under Internal Revenue Code section 7216 became effective.  Absent a specific, exception, Treas. Reg. section 301.7216 generally prohibits the disclosure or use of tax return information without the client’s explicit, written consent.  Under section 7216, a tax return preparer is subject to a criminal penalty for “knowingly or recklessly” disclosing or using tax return information.  Each violation of section 7216 could result in a fine of up to $1,000 or one year imprisonment. Learn More>>