Whether you're a sole practitioner or run a large tax firm, the AICPA's "Tax Practitioner's Marketing Toolkit" is filled with client letters and surveys, presentations, brochures, and more! Show your clients that you're a tax pro - download your resources today. (Note: You must be an AICPA member to download the toolkit.

 

The Latest News

IRS National Tax Security Awareness Week: 2021 online tax preparation products to offer multi-factor authentication for taxpayers, tax pros
The Internal Revenue Service, state tax agencies and the tax industry today marked the second day of National Tax Security Awareness Week by announcing an improved feature that will be available on all 2021 online tax preparation...
Special $300 tax deduction helps most people give to charity this year – even if they don’t itemize
The Internal Revenue Service today reminded taxpayers of a special new provision that will allow more people to easily deduct up to $300 in donations to qualifying charities this year. Following special tax law changes made earlier this year,...
The Treasury Department and IRS issue final regulations regarding like-kind exchanges of real property
Today the Treasury Department and Internal Revenue Service issued final regulations PDF relating to section 1031 like-kind exchanges. These final regulations address the definition of real property under section 1031 and also provide a rule...
IRS doubles down on nondeductibility of PPP-funded expenses
In guidance issued late on Wednesday, the IRS reiterated its position that taxpayers cannot claim a deduction for any otherwise deductible expense if the payment of the expense results in forgiveness of a Paycheck Protection Program (PPP) loan...
The IRS has blessed this workaround for dodging the cap on state and local taxes
The IRS has signaled it will bless a workaround that allows small-business owners to skirt the $10,000 cap on state and local income tax deductions. Ever since the Tax Cuts and Jobs Act took effect in 2018, high-tax states have sought ways to...
IRS Criminal Investigation releases Fiscal Year 2020 Annual Report; identifies $2.3 billion in tax fraud
The Internal Revenue Service today released the Criminal Investigation Division's annual report PDF, highlighting the agency's successes and criminal enforcement actions taken in fiscal year 2020, the majority of which occurred during COVID-19. A...
IRS to mask key business transcript details; protect taxpayers from identity theft
Moving to protect business taxpayers from identity theft, the Internal Revenue Service today announced that starting December 13 it will begin masking sensitive data on business tax transcripts. The announcement provides 30 days for...
It’s a tough year for year-end tax planning
Performing year-end tax planning this year is going to be “very, very difficult,” Bob Keebler, CPA/PFS, said in a Nov. 10 webcast sponsored by the AICPA’s Personal Financial Planning Section. Advisers face the challenge of helping clients plan...
IRS makes it easier to set up payment agreements; offers other relief to taxpayers struggling with tax debts
The Internal Revenue Service today announced a number of changes designed to help struggling taxpayers impacted by COVID-19 more easily settle their tax debts with the IRS. The IRS assessed its collection activities to see how it could apply...
Partnerships and S corps. can deduct state and local taxes
In a taxpayer-friendly development, the IRS said it would issue proposed regulations allowing S corporations and partnerships to deduct "specified income tax payments" paid to state and local governments above the line and not as passthrough...

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Continuing Professional Development

Guide to Payroll Taxes and 1099 Issues (Morning Session) (Livestream) - 12/4/2020 -
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average...
LStein's '20 Guide for Heirs, Beneficiaries, Surviving Spouses, Trusts, Estates, & Executors/trixes: Forms 1040,1041,709,706 & More! (Livestream) - 12/10/2020 -
Join Larry Stein as he discusses solid tax and non-tax strategies for surviving spouses, trusts, estates, heirs, beneficiaries, and executors/executrixes...
Surgent's Advanced Individual Income Tax Return Issues (Livestream) - 12/15/2020 -
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come...
Tax Staff Training Level 2: Experienced Staff Accountants (1-3 Years) - Consecutive 2-Day Course (Livestream) - 12/21/2020 -
This course is designed for new staff or paraprofessionals entering, or "rusty" preparers returning to the work force. The course is a comprehensive study...
Preparing Individual Tax Returns for New Staff and Para-Professionals (Livestream) - 1/7/2021 -
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated...
2020 Advanced Individual Income Tax Workshop with Walter Nunnallee (Livestream) - 1/11/2021 -
In this course, we’ll review current year developments, recurring problems, and planning Ideas. Using a combination of humor and examples, we will focus on...
The Complete Guide to the Preparation of Form 1041 (Livestream) - 1/19/2021 -
Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the...

 

Webinars