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

Search Options

Printer Friendly View

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

 
Tax Home > Resources > Trust, Estate and Gift > Legislation > AICPA Letter to Senate Finance Committee on Estate Tax Reports
May 9, 2005
AICPA Letter to Senate Finance Committee on Estate Tax Reports

This May 2005 AICPA letter was sent to the Senate Finance Committee with the AICPA 2001 and 2004 reports on estate tax reform and repeal. The 2001 study "considers alternatives including substantial modification and outright repeal of the current transfer tax system, and analyzes each alternative for its probable impact on taxpayer behavior, complexity and compliance, liquidity, redistribution of wealth, tax and succession planning, revenue, and transition issues." Suggestions are also offered on each of the alternatives about the best way to achieve simplicity, reduce taxpayer compliance burdens, improve ease of administration, and address revenue considerations. Although the study was prepared in 2001, it remains a timely and relevant analysis of the current transfer tax system, the AICPA told Finance Committee members.

View the letter
Copyright © 2005 by the American Institute of Certified Public Accountants, Inc., New York, New York.