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

Taxpayers should file by July 15 tax deadline; automatic extension to Oct. 15 available
The Department of the Treasury and IRS today announced the tax filing and payment deadline of July 15 will not be postponed. Individual taxpayers unable to meet the July 15 due date can request an automatic extension of time to file until Oct. 15.
National Taxpayer Advocate Erin Collins delivers her first report to Congress; identifies COVID-19 challenges, CARES Act, and Taxpayer First Act implementation as priority issues for taxpayers
National Taxpayer Advocate Erin M. Collins today released her first report to Congress, identifying taxpayer challenges arising from the COVID-19 pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and the IRS's...
Top 10 business income tax planning ideas for the pandemic
During this time when all businesses want to maximize cash for operations, some of the most basic tax planning ideas warrant the attention of all business owners. These "oldies but goodies" in the tax planning bucket can make a significant...
Relief for taxpayers affected by COVID-19 who take distributions or loans from retirement plans
This includes expanding the categories of individuals eligible for these types of distributions and loans (referred to as "qualified individuals") and providing helpful guidance and examples on how qualified individuals will reflect the tax...
IRS provides guidance on employer leave-based donation programs that aid victims of the COVID-19 pandemic
The Internal Revenue Service today provided guidance for employers whose employees forgo sick, vacation or personal leave because of the COVID-19 pandemic. Notice 2020-46 (PDF) provides that cash payments employers make to charitable...
AICPA releases info on accounting for forgivable PPP loans
The American Institute of CPAs has released some guidance on how to account for forgivable loans under the Small Business Administration’s Paycheck Protection Program. The PPP was included as part of the CARES Act that Congress passed at the...
IRS Notice Provides Significant Relief to Both Qualified Opportunity Fund Investors and QOFs
On June 5, 2020, the IRS issued Notice 2020-39 (the “Notice”), which announces various extensions of deadlines for Qualified Opportunity Funds (QOF) and their investors due to COVID-19 pandemic. A summary of the extensions that are set forth in...
Alan Clavette of Clavette & Company Interviewed for NBCCT: 'IRS Will Allow Changes to Your FSA if Your Employer Agrees'
When people planned their household budgets and decided last year how much of their pretax wages to put into a flexible spending account to pay for things like child care or health, they didn’t anticipate the economic upheaval that came with the...
IRS provides relief to retirement plan participants to sign elections remotely
The Internal Revenue Service today provided temporary administrative relief to help certain retirement plan participants or beneficiaries who need to make participant elections by allowing flexibility for remote signatures. The change relates...
IRS announces Form 1040-X electronic filing options coming this summer; major milestone reached for electronic returns
The Internal Revenue Service announced today that later this summer taxpayers will for the first time be able to file their Form 1040-X, Amended U.S Individual Income Tax Return, electronically using available tax software products. Making the...

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Continuing Professional Development

Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Afternoon Session) - Livestream - 8/11/2020 -
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client...
Surgent's S Corporation, Partnership, and LLC Tax Update (Afternoon Session) - Livestream - 8/18/2020 -
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this...
Surgent's Individual Income Tax Update (Morning Session) - Livestream - 8/18/2020 -
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning...
This Year's Best Income Tax, Estate Tax and Financial-Planning Ideas - Livestream - 8/19/2020 -
With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be...

 

Webinars