Publications

	Log In

Search Options

Tax E-Alerts

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

Read the Alerts

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

Publications

This section contains the The Tax Adviser magazine, Tax Insider, and the Tax Division E-Alerts.

AICPA Tax E-Alerts

This section contains current AICPA Tax E-Alerts. Learn More>>

The Tax Adviser

This is a monthly magazine of tax articles and planning ideas available online without charge or in print at a discount for tax section members. Word-searchable archived issues are also available. Learn More>>

Tax Section members click here to learn how to access the Tax Adviser online.

AICPA Tax Insider

The AICPA Tax Insider™ delivers need-to-know news of the profession, hard-hitting commentary, recommended products and professional development resources to nearly 50,000 tax and financial planning professionals every other week. Learn More>>

AICPA Tax E-Alerts

This section contains current AICPA Tax E-Alerts. Learn More>>

Tax E-Alert, September 5, 2008

Tax Section Member

Court Overturns IRS Position on Stock Basis for an Insurance Company Demutulaization; Hurricane Disaster Relief; IRS Provides Transitional Relief for Automatic Accounting Method Changes; Automatic Penalties for Late Form 5471s and Related Form; Comments on Preparer Penalty Regulations; Comments on GST Relief Procedures and Alternate Estate Valuation Regulations Submitted to IRS; Comments on Contract Manufacturing; Discussion of 409A Correction Program. Learn More>>

Tax E-Alert, June 26, 2009

Tax Section Member

Foreign Bank Account and Other Foreign Information Return Developments; IRS COBRA Q and A; Cash for Clunkers; Health Care Pay-Fors; Update of Accounting Change Procedures for Affiliated Groups; IRS Revokes Outdated Guidance on Tax Sheltered Annuities; Tax Section Member Discounts on Conferences. Learn More>>

Tax E-Alert, May 15, 2009

Tax Section Member

2009 Auto Depreciation Limits; IRS Guidance on Selling or Surrendering Life Insurance Contracts; Stimulus Payments Being Mailed to Retirees; AICPA Seeks Guidance on Unauthorized Disclosure Penalty; AICPA Comments on IRS Notice on Basis Reporting; Tax Section Member Discount on Small Business Tax Conference; Tax Section Survey on K-1 Timing. Learn More>>

Tax E-Alert, May 8, 2009

Tax Section Member

Reasonable Compensation Decision for the Taxpayer; Small Business Estimated Payments and ARRA; IRS Clarifies Procedures for Small Business NOL Carrybacks; SBA Releases Small Business Effective Tax Rate Study; May 15 Deadline for Tax Division Committee Appointments; Proposed Legislation would Limit FLP Discounts. Learn More>>

Tax E-Alert, April 17, 2009

Tax Section Member

Tax Reform - Obama Style; FBAR Penalties Reduced with Voluntary Disclosure; Comment Period on Revised Tax Standards Ends May 15; Apply Now for Appointment to the Tax Division. Learn More>>

Tax E-Alert, April 3, 2009

Tax Section Member

NOL Five Year Carryback Rules - Clarification/Amplification; Timing of Filing an Election; Gross Receipts Test; To Obtain an Accelerated Refund of the NOL; Making the Carryback Election; Amount of Carryback Period - 3, 4 or 5 years. Learn More>>

Tax E-Alert, August 8, 2008

Tax Section Member

Tax Provisions in New Housing Act; 2008 M-3 to Track Moves to IFRS; GAO Officials Discuss Mortgage Indebtedness with AICPA Representatives; Business Valuation Training and Exam Available; Free Associate Membership in Tax Division Technical Resource Panels and Committees. Learn More>>

Tax E-Alert, August 22, 2008

Tax Section Member

2008 M-3 Question to Track Change in Accounting Principles; IRS Expands EPCRS Program; Save the Date: Oct. 27th Webcast on AMT: Strategies to Escape It’s Reach; Free Web Seminar on Deferred Compensation (or Discounted with CPE); Coming In September. Learn More>>

Tax E-Alert, June 27, 2008

Tax Section Member

Proposed Preparer Penalty Regulations Released; IRS July Phone Forum on Powers of Attorney; IRS Increases Standard Mileage Rates; IRS Clarifies Definition of “Outside Director” under Section 162(m); New U.S. Tax Rules on Expatriation Recently Signed into Law; Free Outlines on Tax Strategies for High Income Individuals. Learn More>>

Tax E-Alert, May 30, 2008

Tax Section Member

The Rebate Two-Step; Stimulus Payment Withdrawals from IRAs Are Tax and Penalty Free; New Expatriation Tax Rules Passed by Congress; AMT Relief for High-Income Individuals; Foreign Bank and Financial Account Information Report Deadline is 6/30, and IRS is Enforcing Penalties; More AICPA Comments Submitted on Section 67(e) on Trust and Estate Administrative Costs. Learn More>>

Tax E-Alert, May 9, 2008

Tax Section Member

IRS Requiring Resubmission of 2006 Form 3520 for Foreign Trusts and Foreign Gifts; IRS Launches Campaign to Help New Small Businesses; Fiduciary/Trust Accounting: A Comprehensive Practice Guide —Free to Tax Section Members; The Adviser’s Guide to Tax Preparation for Foreign Nationals - Free to Tax Section Members; AICPA Testifies at Senate Finance Committee Estate Tax Hearings; Revised Form 1120-F. Learn More>>

Tax E-Alert, April 16, 2008

Tax Section Member

Section 6695 Preparer Penalty Rules; Foreign Bank and Financial Account Information Needs to be Filed by June 30, 2008; Free Tax Section Teleconference on Stock Options and Restricted Stock; Discount on Tax Strategies for High-Income Individuals Conference; Apply for Appointment to Tax Division Committees and Technical Resource Panels; Websites for Practitioners; and Bill Includes "More Likely Than Not" and Cell Phone Provisions. Learn More>>

Tax E-Alert, June 13, 2008

Tax Section Member

If Your Client Receives a Missing W-2 Inquiry; IFRS Is Coming; One-Time IRA Transfer to an Health Savings Account; Health Savings Account Contribution Limits; Tax Division’s Casualty Loss Guide Available; More-Likely-Than-Not Penalty Relief Pursued. Learn More>>

Tax E-Alert, July 11, 2008

Tax Section Member

Extension Period Shortened for Partnerships, Estates and Trusts; Incorrect IRS Notices Sent to Many Taxpayers; IRS Approves Three-Corner Transaction Involving Donor-Advised Fund; IRS Issues Notice on Recurring Compensation; More Disaster Relief from the IRS; IRS No Longer Requiring Resubmission of 2006 Form 3520 for Foreign Trusts and Foreign Gifts; IRS Approves Use of Rolling Average for Inventory Valuation. Learn More>>

Tax E-Alert, May 16, 2008

Tax Section Member

Form 990-N; Take A Survey and Improve Your Busy Season; Members in Business and Industry — We Want to Serve You!; Small Business Practitioners Tax Conference — $100 Discount; Ways and Means Approves Penalty Relief. Learn More>>

Tax E-Alert, July 25, 2008

Tax Section Member

IRS Issues More FAQs on Health Savings Accounts; Tax Accounting TRP Meeting with Chief Counsel Korb; Guidance Issued on Dividing CRTs, Assisting Divorcing Couples; Update to Incorrect IRS Notices Sent to Many Taxpayers; Free Web Seminar on Deferred Compensation (or Discounted with CPE); Free Associate Membership in Tax Division Technical Resource Panels and Committees. Learn More>>

Tax E-Alert, March 27, 2009

Small Business COBRA/Payroll Tax Credit: Notice Required by 4/18 and Some Problems; New Small Business NOL Carryback Election Required by 4/17; Nexus — New Mexico Taxes Dell Computer Gross Receipts; IRS Generous with Madoff Victims; Foreign Bank Accounts Reminder. Learn More>>

Tax E-Alert, February 6, 2009

Tax Section Member

Problems with Form 1065; Later 1099s but Same March 6 Deadline For Trust Distributions; IRS Sets 2009 Employee Personel Vehicle Use Values; Bonus Depreciation Election Procedures; IRS Revises Subpart F Contract Manufacturing Regs. Learn More>>

Tax E-Alert, March 13, 2009

Tax Section Member

Payroll Tax Credit for Required Employer COBRA Payments; AICPA International Business, Accounting, Auditing and Tax Conference; AICPA and CCH Have Joined Forces to Develop 2009 Tax Legislation Self-Study Course; AICPA Conference on Tax Strategies for the High-Income Individual. Learn More>>

Tax E-Alert, February 27, 2009

Tax Section Member

Free Webinars on Section 7216 Implementation; Free Webinar on Tax Advice for Madoff Victims; New Corporations and Shareholders Practice Guides; Expanded Coverage of ARRA Available from AICPA. Learn More>>

Tax E-Alert, February 16, 2009

Tax Section Member

The Latest on Implementing Section 7216; Free Audio E-Alerts

Tax E-Alert, December 19, 2008

Tax Section Member

Important Interim Guidance and Final Preparer Penalty Regulations Issued; Worker, Retiree and Employer Recovery Act of 2008 Ready for Presidential Approval; 403(b) Plan Written Requirement Deadline Extended; IRS Designates CRT Disposition as a Transaction of Interest; IRS Notice 2008-99 identifies the purportedly tax-free sale of interests in a Charitable; Trust and Estate Investment Advisory Fees Get Extended Interim Guidance for 2008 - No Unbundling Required for 2008; Critical training to prepare you for the current economic impact affecting benefit plans. Learn More>>

Tax E-Alert, November 21, 2008

Tax Section Member

IRS Guidance on Use or Disclosure of Tax Return Information; Many Exempt Orgs May Be Eligible to File Short Form 990-EZ; 2009 Cost of Living Adjustments Announced; Controversial Notice Allows Deduction of BILs following Ownership Change; IRS Relaxes Rule for Controlled Foreign Corps; New Foreign Bank Account Reporting Procedures; Automatic Penalties for Late Form 1120s with Forms 5471s; National Tax Conference PowerPoint Outlines Available Without Charge; Engagement Letters and Organizers Coming 1st Week of December; Sid Kess 2008 Tax Return Video Courses Available; Live Audio Presentation: 2008 Tax Legislation...What You Need to Know Before THIS Busy Season - December 1st, 2008 2 - 3:30 PM ET; Bilski Sets New Standard for Tax Strategy Patents. Learn More>>

Tax E-Alert, November 26, 2008

Tax Section Member

New Employment Tax Rules for Single Member LLCs for 2009; IRS Announces New Mileage Rates; Tax Legislation Update Webcast; S Corporation Tax Current Developments Infocast; Partnership Tax Current Developments Infocast. Learn More>>