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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 > Professional Standards and Ethics > Treasury Department Circular No. 230 > Circular 230 Streaming Videos
November 1, 2005
Circular 230—Streaming Video Presentations

The following streaming video presentations on Circular 230 are available for low- and high-speed Internet connections.

 

Circular 230 Overview (3 Minutes)

 

Low Speed

 

High Speed

 

The Practitioners Take on Circular 230

 

Alan Einhorn and Jerry Schrieber

 

Low Speed

 

High Speed

 

Circular 230—Full Presentation

 

Harvey Coustan, Ernst & Youg (retired), Consultant to American Express Tax & Business Services, Evanston, IL; and Stephen Whitlock, Internal Revenue Service, Washington, D.C.

 

Low Speed

 

High Speed

 

 

Viewing Instructions

 

1.      Click on the link with the speed appropriate toyour Internet connection. [Low = dial-up; high =  broadband.]

2.      This should open Windows Media Player, listing the requested item.

 

-         OR –

 

1.      Open Windows Media Player

2.      Open File

3.      Open URL

4.      Cut and paste the addresses into the bar

5.      Click "OK"
Copyright © 2005 by the American Institute of Certified Public Accountants, Inc., New York, New York.