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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>>



 


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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, 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, 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, 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, September 19, 2008
Tax Section Member

Free Associate Membership in Tax Division Technical Resource Panel and Committee; Free Web Seminar on Deferred Compensation (or Discounted with CPE); New Website to Help with Health Savings Accounts; Exempt Org 403(b) Compliance; IRM Requires New Scrutiny of Payments to Foreign Persons; IRS Floats Alternative Procedures for Changes in Accounting Methods; AICPA Comments on Disclosure of Participant Directed Account Plans. 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, October 17, 2008
Tax Section Member

FASB Changes Position on FIN 48 Effective Date for Private Companies. 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, 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>>
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