Articles, Tax Practice Guides & Checklists, Comment Letters, Tools, etc.Discussion Forum, Tax Committees, Member PublicationsAICPA ConferencesTax Section Membership info.Publications, CPE, and Conferences
 
Search

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

 

Exempt Organizations

This section contains information and AICPA recommendations related to exempt organizations.

 


AICPA Comments on Internet Taxation for Exempt Organizations
February 14, 2001. The AICPA submitted comments on IRS Announcement 200084 as it pertains to the use of the Internet by exempt organizations. Learn More>>
AICPA Beta Tests the E-File Form 990
August 22, 2003. This letter to the IRS summarizes AICPA Exempt Organization Taxation Technical Resource Panel findings upon beta testing of the E-File Form. Learn More>>
AICPA Comments on IRS Exempt Organization Enforcement Efforts
April 12, 2004. This letter from the AICPA Exempt Organization Taxation Technical Resource Panel to the Advisory Committee on Tax Exempt and Government Entities discusses enforcement and compliance processes and proposes a Form 990 redesign, a redesign of the exemption application process for section 501(c)(3) organizations, and new applications for technology. Learn More>>
AICPA Questions IRS About "Education Letters" Sent to Exempts
March 26, 2004. This letter to the IRS Exempt Organizations Division addresses their recent sending of "educational letters" informing charitable organizations with contribution income that they are: (1) disclosing an amount less than 5 percent of contributions; or (2) not disclosing any fundraising expenses in Part II of Form 990. Learn More>>