AICPA Tax E-Alerts Archive

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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

AICPA Tax E-Alerts Archives




This section contains archived AICPA Tax E-Alerts. NOTE: The Alerts are available for members only. You will be prompted to enter your Tax Section Username and Password. Tax E-Alert, December 28, 2007 Checklists and Practices Guides Now Available Online; AMT Patch – Better Late than Never; Mortgage Forgiveness Debt Relief Act of 2007 applies to 2007-2009. Tax E-Alert, December 18, 2007 S Corporation Shareholders Can Deduct Health Insurance Premiums; Anticipated AMT Patch Legislation May Delay Return Filing/Processing; IRS to Conduct Telephone Survey of Tax Professionals; Maryland Tax-Related Reporting Requirements May Require Evaluation of Compliance Engagement Contracts; Comments Requested on New Form 8926 for Disqualified Interest Expense; Comments Requested on Cost Sharing Arrangement Buy-in Adjustments for Transfer Pricing; Treasury Issues International Issues Study; Form 5227 May Delay Schedules K-1 to Income Beneficiaries of Charitable Trusts; IRS Announces Voluntary Correction Program for Section 409A; Tax Section Conference Discounts. Tax E-Alert, December 3, 2007 2007 Client Engagement Letters and 1040 Organizers and Checklists Available Online. Tax E-Alert, November 29, 2007 FIN 48 Deferred for Private Companies; Form 1040 and Instructions Released by IRS; 2008 Inflation Adjustments Announced; Tax Section Discount on Update Webcasts; National Tax Conference Outlines Available; Tax Division’s Casualty Loss Guide Updated; Tax Division Approves Tax Policy Concept Statement on Fairness; Updated International Tax Planning Checklist/Practice Guide Available; Guide Available to Form 5471 for U.S. Persons with Respect to CFCs. Tax E-Alert, November 1, 2007 Rangel Introduces Dramatic Tax Bill; Circular 230 Practitioners Can Now Access IRS e-Services; FIN 48 and IRS Audits; 401(k) Tips Available on IRS Website; Form 5500 Advance Copies Released by DOL; IRS Delays for One Year the Effective Date of 409A Regs; Tax Section Member Discounts on Year-End Update Webcasts. Tax E-Alert, October 18, 2007 Form 990 Second Extension Request Procedures Change; New Methods for Relief from Late S Corp Elections; Consolidated Returns – IRS Tries (Again) to Address Intercompany Debt; AICPA Comments on UPIA Proposed Changes; Investment Advisory Fees of Trusts – Supreme Court to Hear Arguments; AICPA Comments on Proposed Regs; Help Us Improve Your Tax Section; Help Reduce the Taxpayer Burden on the Elderly; AICPA International Issues Conference. Tax E-Alert, October 5, 2007 Final Circular 230 Regs Issued and “More Likely Than Not” Standard for Preparers Proposed; Pension Protection Act of 2006 Compliance Needed Before 2008; Efforts to Delay FIN 48 for Private Companies; Deferred Comp Compliance Deadline Extended; Tax Strategy Patents as Reportable Transactions?; Audit Firm Rotation Policy; Feedback Sought on Foreign Financial Accounts Reporting; We Need Your Help Regarding Taxpayer Burden within the Aging Population; AICPA Will Share Feedback on Mandatory E-File Programs; SURVEY: Weigh in on Tax Division Self-Review Efforts; New Tax Section Member Service Contact Information. Tax E-Alert, September 11, 2007 IRS Loses Workpapers Case; Won’t Change Policy: Online Employment Status and Social Security Verification: Possible Erroneous Casualty Loss Recomputations for Hurricane Victims: House Passes Prohibition on Tax Patents: Noteworthy (Free) IRS Resources: 2% Floor and Trust Investment Advisory Fees: Deferred Compensation Practice Guides Available: IRS Seeks Feedback from Practitioners. Tax E-Alert, August 22, 2007 FIN 48 and Audit Independence FAQ from AICPA Professional Ethics. Tax E-Alert, August 1, 2007 Free Outlines on Tax Strategies from High Income Individuals; IRS Launches Individual Tax Return Study; Convert Your Dial-Up EFTPS Software Now; Mid-Year Changes to 401(k) Safe Harbor Plan are OK; Tax Strategy Patent Legislation Advances; New Tax Section Member Service Contact Information. Tax E-Alert, July 19, 2007 AICPA Legislatvie Initiative Opposing More-Likely-Than-Not Preparer Penalty Standard. Tax E-Alert, July 5, 2007 IRS Access to FIN 48 Workpapers; Employee Benefits Plans Conference Outlines Available Online; Employee Benefits News and Information Available from IRS; Mid-Year Changes to 401(k) Safe Harbor Plan are OK; E-Stamps and Timely Mailing; Tax Gap Conference and Survey. Tax E-Alert, June 12, 2007: Tougher Return Preparer Penalty Implemented Because of their broad effect, the Tax Section is making available two E-Alerts on the strengthened return preparer penalties available to all AICPA members. Tax E-Alert, June 13, 2007 This E-alert describes transitional relief asked for by the AICPA and granted by the IRS from some issues raised by the "more likely than not" standard. Tax E-Alert, June 11, 2007 This E-Alert describes the "more likely than not" standard and penalty changes and raises practical issues. Tax E-Alert, June 1, 2007 Preparer Penalties Broadened and Increased in New Legislation; Small Business and Work Opportunity Tax Act of 2007; AICPA-Encouraged S Corp Provisions Enacted; Foreign Bank and Financial Account Information Due 6/30; First Quarter Financials Show Provision Increases Under FIN 48; Rep. Boucher Introduces Tax Strategy Patent Bill Sought by AICPA Tax E-Alert, May 17, 2007 Patent Infringement Warning Letters; Proposed Change to Consolidated Return Due Diligence; SURVEY: Weigh in on the Tax Gap; Exempt Organizations - Revised Instructions to Form 990; Foreign Corp Tax Form Changes Proposed. Tax E-Alert, May 3, 2007 Final Regs on Non-Qualified Deferred Compensation; We Need Your Help Regarding the Filing of Certain Forms 1099; Survey: Weigh in on the Tax GAP; Apply for Tax Division Committee Service. Tax E-Alert, April 12, 2007 IRS Releases High-Cost Housing Limits for Foreign Earned Income Exclusion; IRS Unveils New Issue Management Program; Accounting for Income Taxes Carries Highest Audit Risk; IRS Appeals Settlement Guidelines on FLP Discounts Issued; AICPA Testifies on AMT Repeal; Apply for Volunteer Service with the Tax Section. Tax E-Alert, March 21, 2007 FIN 48 Disclosure Concerns; Updated Return Preparation and Review Checklists Online; Expats Get Waiver of Underpayment of Estimated Taxes for 2006; Settlement Deadline for U.S. Employees of Foreign Embassies and International Orgs Extended to March 30; President’s Budget Proposals Focus on Tax Gap; AICPA Recommends Narrowing Proposed Private Annuity Rules; AICPA Opposes Tax Strategy Patents – Submits Paper to Congress. Tax E-Alert, June 20, 2005 Vehicle Donations; Special Education Tuition Deductible; Unreasonable S Corp Compensation; E-Filing; Using Tabs in Browsers. Tax E-Alert, May 31, 2005 FSA Extension; Package X Eliminated; Domestic Manufacturing Deduction; W-4s; Foreign Financial Reporting; Family Limited Partnerships; Circular 230; PCPS Benefit Preview; Business Valuation Standards; Section Discounts on Conferences. Tax E-Alert, May 16, 2005 Charitable Organizations; Seller Deducts Post-Sale Payment to Buyer; S Corp and Social Security Earnings; Community Property; Corporate Fraud Not Theft Loss; Small Business IRA Guide; IRS Appeals; National Tax Forums; Circular 230; Expat Reporting. Tax E-Alert, May 2, 2005 Domestic Manufacturing Deduction; Settlement and Adjusted Basis; 1031 Property; E-Services; New Bankruptcy Law; Reorganization Regs; Spousal Waivers for CRTs; Backing up Client Tax Files. Tax E-Alert, April 18, 2005 Like-Kind Exchange Rules for Home Offices; Refinanced Home Equity Interest and AMT; Reporting Contingent Attorney Fees; LLC Transferred to FLP Included in Estate; Cost of Abandoned Deal Must Be Capitalized; IRS Opposes Reorganizing Insolvent Entities. Tax E-Alert, January 28, 2005 IRS Seeks Input on M-3, Repatriation. Tax E-Alert, January 14, 2005 Tsunami Contributions. Tax E-Alert, December 9, 2004 Tax Practice Guides and Checklists. Tax E-Alert, November 16, 2004 GST Trusts Qualified Severance; New Non-qualified Deferred Comp Rules; American Jobs Creation Act Powerpoint and Discounts on RIA products. Tax E-Alert, October 8, 2004 Preview of American Jobs Creation Act. Tax E-Alert, September 28, 2004 Summary of Working Families Tax Relief Act. Tax E-Alert, September 16, 2004 Hurricane-related and intangibles accounting method change deadlines; E-Services form tip; New GST predeceased parent regs; list of outdated IRS guidance. View the current Tax E-Alerts.




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