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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

 
Tax Home > Resources > S Corporations > Tools and Aids

Tools and Aids

This section includes checklists and other tools related to S Corporation Taxation.

 

 

Sample Private Letter Ruling Requests to Correct Invalid S Corporation Elections and Inadvertent Terminations
Tax Section Member
When a would-be S corporation or an S corporation that inadvertently terminates its election fails to qualify for automatic election/termination relief, it has to often request relief through the expensive and time consuming private letter ruling process. Learn More>>
S Corporation Share/Debtholder's Federal Tax Basis Schedule
Tax Section Member
This MS Excel formatted schedule is intended to help calculate an S corporation shareholder's basis in his/her or its stock to determine the taxability of distributions and the amount of loss passthroughs to be recognized in the current and carryover years. Learn More>>
Checklist for Determining Whether Trusts Qualify As S Corporation Shareholders
Tax Section Member
There are several types of trusts that are statutorily permitted to own stock in an S corporation. This practice aid includes checklists, flowcharts, sample forms and primary material to help the practitioner competently and confidently advise their S corporation clients that utilize trusts as part of the shareholder structure. Learn More>>
Post-Mortem Checklist for S Corporation Shareholders
Tax Section Member
This checklist asks 24 questions to help practitioners think through various planning options and requirements for the year of death of S corporation shareholders and for the estate that includes S corporation stock. An accompanying article on the same subject brings further illumination to many of the items contained in the checklist. Learn More>>