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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

 
Tax Home > Resources > Tax Practice Guides & Checklists > Archived 2006

Archived 2006

This section provides the complete annual package of tools, aids, and useful checklists related to preparation for the year 2006. Tax Section membership is required to download the documents.

Note: The documents linked to from this page were completed before the passage of the Tax Relief and Health Care Act of 2006.  Please go to our  E-Alert on provisions of the Tax Relief and Health Care Act of 2006 for updates that may effect your particular client situations.



Tax Organizers

Practice Management Forms

Tax Form Preparation Guides

User Inserts

U.S. Estate Tax Return (706)

U.S. Gift Tax Return (709)

Return of Organization Exempt From Income Tax (990)

Exempt Organization Business Income Tax Return Checklist (990-T)

Return of Private Foundation (990-PF)

Individual Tax Return (1040)

Estate and Trust Tax Return (1041)

Partnership Tax Return (1065)

C Corporation Tax Return (1120)

S Corporation Tax Return (1120S)

Employee Benefit Plan Return (5500 Series)

Miscellaneous Practice Guides

State and Local Tax Practice Guides
This Web site is our primary means of distribution of the annual practice guides and checklists. However, we will continue to distribute the CD-ROM to Tax Division members for their ease of access and archival purposes. The CD-ROM will be mailed after all the files have been posted to this Web site.