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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
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This section contains current AICPA Tax E-Alerts.
NOTE: The Alerts are available for AICPA Tax Section members only. You will be prompted to enter your Tax Section username and password.
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Tax E-Alert, January 29, 2010
IRS Commissioner Shulman Proposes Requiring Many Companies to Disclose Uncertain Tax Positions on their Annual Tax Returns, IRS Proposal to Disclose Uncertain Tax Positions in Tax Returns.
Tax E-Alert, January 22, 2010
IRS Sends 10,000 Letters to Preparers, IRS Releases New Form for Claiming the First Time Home Buyers Credit, Estimated Tax Penalty Relief if the Underpayment was due to the "Making Work Pay Credit", Voluntary Disclosure of Offshore Accounts - Extended Time for Disclosure, AICPA Practice Guide on New Section 7216 Guidance, Educator, Student, and Career Resources at Tax Section Website, Estate Tax Webinar Materials Available, Tax Section Discount on Upcoming AICPA Conference.
Tax E-Alert, January 6, 2010
The IRS Announced Plans to Regulate all Tax Return Preparers CPA's are Exempted from Education and Testing Requirement, Web Seminar to Discuss Impact of No Estate Tax and No Generation-Skipping Transfer Tax in 2010 (as of now), Estate Planning in 2010: How to Advise Clients in Uncertain Times, Practice Guides & Checklists are Available on Tax Center Website, Partnership and S Corporation Practice Aids Available, US Senate Passes Health Care Reform.
Tax E-Alert, December 31, 2009 IRS Releases Guidance on Section 7216 Unauthorized Disclosure Penalty.
Tax E-Alert, December 4, 2009
2009 Engagement Letters and Organizers Available Now, State Exempts CPAs from Preparer Registration Requirement, Tax Section Discount on Expert Year-End Update Audio Webcasts.
Tax E-Alert, December 1, 2009
NY State Set to Require Preparer Registration, Some Expiring Provisions, Revised Statements on Standards for Tax Services, Tax Section Discount on Expert Year-End Update Audio Webcasts, AICPA Seeks Additional FBAR Guidance.
Tax E-Alert, November 18, 2009 Nomiee Officers Should Not Apply for EIN, Free Seminars on Organizing Tax Documents Electronically; Tax Practice Guides and Checklist Coming Soon.
Tax E-Alert, November 6, 2009
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Tax E-Alert, October 23, 2009
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Tax E-Alert, October 9, 2009
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Tax E-Alert, September 25, 2009
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.
Tax E-Alert, September 11, 2009
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.
Tax E-Alert, August 28, 2009
First Circuit supports IRS Workpapers Policy; Five Year NOL Carryback Deadline Approaching; IRS Issues memo on Tip Jars; Rev. Proc. on Cancellation of Indebtedness Income; Tax Software Survey Results Available; Foreign Tax Credits/Filing Chart Available for Tax Exempts; $100 Tax Section Discount on AICPA National Tax Conference.
Tax E-Alert, August 7, 2009
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.
Tax E-Alert, July 10, 2009
Tax E-Alert, June 26, 2009
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.
Tax E-Alert, June 5, 2009
Tax E-Alert, May 15, 2009
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.
Tax E-Alert, May 8, 2009
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.
Tax E-Alert, April 17, 2009
Tax E-Alert, April 3, 2009
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.
Tax E-Alert, February 27, 2009
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.
Tax E-Alert, February 16, 2009
Tax E-Alert, January 21, 2009
Tax E-Alert, January 9, 2009
For older versions of the Tax E-Alert, view the archives.
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Copyright © 2008 by the American Institute of Certified Public Accountants, Inc. New York, New York. |
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