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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

 

Proposed Standards - Exposure Draft

Exposure Draft / Standard Setting

 

Background Information

 

The Tax Executive Committee (TEC) is responsible for promulgating standards of tax practice, and for monitoring those standards and making revisions as needed.  The TEC utilizes a process that includes deliberation in meetings open to the public, public exposure of proposed standards, and a formal vote.  Exposure Drafts are issued by the AICPA to invite public comment before a final pronouncement is issued.  The public exposure time varies depending on the complexity of the issue and the circumstances surrounding the need for a new standard.  A file containing comment letters received during the public exposure period is retained for ten years for public reference.

 

Current Exposure Draft - Proposed Revised Statements on Standards for Tax Services

 

Proposed revised Statements on Standards for Tax Services (SSTSs) have been exposed for comment.  An executive summary regarding the proposed SSTSs and a copy of the current SSTSs that has been marked to indicate the proposed revisions are provided to assist in a review of the Exposure Draft.  Links to these documents are set forth below.

 

 

Exposure Draft

Materials

 

Comment Due Date

 

Comments

 

Exposure Draft: Proposed Statements on Standards for Tax Services

 

Executive Summary regarding proposed SSTSs

 

Current SSTSs marked with proposed revisions

 

May 15, 2009

 

Comment 1

 

Comment 2

 

Comment 3

 

Comment 4

 

Comment 5

 

Comment 6

 

Comment 7

Copyright © 2008 by the American Institute of Certified Public Accountants, Inc. New York, New York