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Tax E-Alerts

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

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, October 23, 2009

Tax Section Member

IRS Releases Inflation Adjusted Figures for 2010, IRS Issues Expat Interim Guidance, Tax Section Discount on 2010 Cumulative Tax Guide, Tax Section Discount on AICPA Real Estate Conference, $50 Tax Section Member Discount on Wealthy Clients Briefing, Discounts on PFS Exam available for Tax Section members, AICPA Testifies at Tax Reform Hearing, AICPA Releases Analysis of Tax Reform Alternatives. Learn More>>

Tax E-Alert, November 6, 2009

Tax Section Member

Congress Passes Mandatory E-Filing and Other Important Provisions; Tax Practice Guides and Checklist Coming Soon; AICPA Joins with Consumer and Taxpayer Rights Groups to Seek Tax Patent Ban. Learn More>>

Tax E-Alert, September 25, 2009

Tax Section Member

IRS Modifies Procedures for Accounting Method Changes; Offshore Accounts Deadline Extended; Senate Finance Health Care Bill's Tax Provisions; Tax Court Permits 5% Discount on Conservation Easement 20% Tax Section Discount on IFRS Conference (including Tax Sessions); Prepare for the Personal Financial Specialist Exam; Pro-Bono Service Award Nominations Sought; Rate Our E-Alerts. Learn More>>

Tax E-Alert, October 9, 2009

Tax Section Member

Auto Dealer UNICAP Exams Suspended to Allow Correction, IRS Extends Suspension of Collections on 6707A Penalties, IRS Defines "Homes Equity Indebtedness" to Include Mortgage Debt, Controversial New Temporary Regs on 6-Year Statue of Limitations, Thank You for Paying Your Tax Section Dues, Free Sid Kees Estate Planning Seminar for your Clients, Free Estate Planning Outline, Checklist and Client Letter, Prep For and Take the ABV Credential Exam, Discounts on PFS Exam available for Tax Section members. Learn More>>

Tax E-Alert, July 10, 2009

Tax Section Member

IRS Guidance on Accelerated AMT and Research Credits vs Bonus Depreciation; IRS COBRA Q and A; Credit Card Convenience Fees on Tax Payments Now Deductible; IRS Issues FAQs on Return Extensions in Disaster Areas; Andover Processing Center Closing; Taxpayer Advocate Identifies Priority Issues; Audio Tax E-Alerts Available; Webcast on Accounting Standards Codification; AICPA Submits Simplification and Fairness Legislative Proposals; Survey on Penalties for Late-Filed Form 5471. Learn More>>

Tax E-Alert, June 5, 2009

Tax Section Member

President Obama's Tax Proposals; Tax Provisions Generally; Revenue Raisers and "Loophole Closers"; Administrative Provisions; Reminder - Foreign Bank Account Report (FBAR) Forms must be received by the IRS by June 30th; AICPA-ABA Teleconference on June 12 on Foreign Bank Account Reporting - with IRS FBAR Experts; New Expat Form Due Soon; Web Seminar: From Tax Advisor to Wealth Manager: The Road Best Traveled; Help Improve IRS Service; Tax Section Survey on K-1 Timing. Learn More>>

Tax E-Alert, September 11, 2009

Tax Section Member

Tax Court Decision on Check-the-Box Effect on LLCs for Gift Tax Purposes, 6707A Penalties on Retirement Plans Proposed by IRS, COLA may Decrease 401(k) Contribution Limit, Free Audio Tax Update, Discount on Sophisticated Tax Planning for Wealthy Clients Conference, Free Estate Planning Web Seminar, Corrected Link for Chart of Filing Requirements for Miscellaneous Forms Relating to Foreign Filing, AICPA Comments on IRS Review of Tax Return Preparers, AICPA Urges Civil Penalty Reform, AICPA Seeks Clarification of S Corp Issues. 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, 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, 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, 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, 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, August 7, 2009

Tax Section Member

Taxes and Clunkers, FTC Red Flag Rule Could Apply to CPAs, Favorable Ruling on Tool Reimbursement Plans, New Form to Apply for Offshore Voluntary Compliance Program, IRS Fixing Problem with Incorrect Notices to Trusts, AICPA Testimony at IRS Preparer Review Forum, $100 Tax Section Discount on Top National Conference. 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, 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, 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 - July 24, 2009

Tax Section Member

LLC/LLP Members are not Limited partners for Passive Activity Loss Limit Rules; Casualty Loss from Chinese Drywall; Incorrect IRS Notices to Charitable Trusts; FBAR Update; $100 Tax Section Discount on Top National Conference; IRS Preparer Review Forum; Paying for Health Care Reform. 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>>

Tax E-Alert, October 3, 2008

Tax Section Member

FASB Won’t Exempt Private Companies, Pass-Throughs, and Not-For-Profits from FIN 48; IRS Updates Travel Expense Guidelines; Treasury Acts to Limit Application of Sec. 382 to Seized Financials; Treasury Acts to Limit Application of Sec. 382 to Seized Financials (Part Deux); Free Webcast on Strategies to Escape the Reach of AMT; Free Webcast on Advising Clients in the Current Market; Nominations Sought for Tax Public Service Award; House and Senate-Passed Extenders Bills Includes Penalty Relief; AICPA Supports Legislation on Exempting Trusts and Estates from 2% Floor on Administrative Cost Deductions. 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, 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, 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, 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>>