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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.

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State and Local

This section covers tax practice issues and resources related to state and local taxation, and includes professional standards and ethics, legislation, regulation, and administration, tools and aids, and useful Web site links.

 

AICPA Nexus, Multistate Tax, and State Net Operating Loss Issues Practice Guides

This practice guide was developed by the AICPA State and Local Taxation Technical Resource Panel to inform practitioners about state corporate income and franchise tax issues, such as nexus, multistate tax, and state net operating losses. Learn More>>

 

Unique Considerations for State Business Tax Returns

This guide lists the areas where each state fails to conform with federal law or where the particular state treats an item in a manner that differs from a majority of states. Learn More>>

 

Unique Considerations for State Individual Returns

This guide lists the areas where each state fails to conform with federal law or where the particular state treats an item in a manner that differs from a majority of states. Learn More>>

 

AICPA Practice Guide: Voluntary Disclosure Programs
Voluntary disclosure programs (VDPs) allow taxpayers that have failed to file returns and pay state taxes to come forward and cure delinquencies. These programs have become increasingly popular in recent years, and states have begun to dedicate resources to manage and market their programs to taxpayers and tax practitioners. Learn More>>