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
How the ‘Kiddie Tax’ Change May Impact Clients
How Long Should Clients Keep Their Tax Records?
I regularly remind clients to hold onto their tax records in case their returns are questioned by the Internal Revenue Service. Understandably, clients ask just how long they need to save those...
IRS expands list of preventive care for HSA participants to include certain care for chronic conditions
The Internal Revenue Service today added care for a range of chronic conditions to the list of preventive care benefits that may be provided by a high deductible health plan (HDHP). Notice 2019-45...
Employers Should Review EEO-1 Guidance Before Pay-Data Reporting Deadline
The Equal Employment Opportunity Commission (EEOC) released a sample form, instructions and FAQs to help employers submit employee pay data—due to the agency by Sept. 30—sorted by job category,...
AICPA Issues Auditing Standards for Employee Benefit Plans and Annual Reports
The American Institute of CPAs’ Auditing Standards Board has released a pair of auditing standards related to the financial statements of employment benefit plans and transparency in annual reports.
National Taxpayer Advocate Nina Olson releases comprehensive report intended to improve EITC administration; publishes "subway map" of taxpayer’s journey through the tax system
National Taxpayer Advocate Nina E. Olson today released a special report on the Earned Income Tax Credit (EITC), which makes recommendations designed to increase the participation rate of eligible...
GASB Proposes Guidance on Internal Revenue Code Section 457 Deferred Compensation Plans
The Governmental Accounting Standards Board (GASB) has proposed new accounting and financial reporting guidance on Internal Revenue Code Section 457 deferred compensation plans (Section 457...
The father of the 401(k) on how his invention has reshaped retirement
In 1980, Ted Benna, owner of Pennsylvania benefits consulting company The Johnson Companies, developed the 401(k) savings plan, forever changing the way Americans save for retirement. In this...
Why the TCJA Packs Even More Depreciation Punch
The Tax Cuts and Jobs Act (TCJA) combines powerful enhancements for the Section 179 “expensing” and “bonus” depreciation deductions. That’s an effective 1-2 punch that’s hard to beat. Given the...
When the IRS is Lenient on Early Plan Distribution
Generally, distributions from qualified retirement plans like 401(k) plans and IRAs are subject to a 10 percent penalty for early withdrawals, but certain exceptions may apply. The IRS usually...
The Shifting Deduction Landscape Under the TCJA
Before the Tax Cuts and Jobs Act (TCJA), most moderate-to-high-income taxpayers itemized deductions on Schedule A, rather than claiming the standard deduction on their personal returns. Due to a...
Before You Dismiss Mindfulness...
What comes to mind when you think of mindfulness? For many it’s an image of a yogi, a Buddha, or a wellness influencer. Maybe it’s a phone app or a fitness outlet. For me, it’s...

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Complimentary Programs and Committee Meetings

Federal Tax Committee Meeting - 8/20/2019 - Rocky Hill
This meeting of the Federal Taxation Committee will continue the work of making the Committee a key resource for the members of the CTCPA....
Federal Tax Committee Meeting - 11/5/2019 - Rocky Hill
This meeting of the Federal Taxation Committee will continue the work of making the Committee a key resource for the members of the CTCPA....
 

Continuing Professional Development

Business and Industry Conference - 9/18/2019 - Rocky Hill
Our brand new Business and Industry Conference is designed to help you grow every facet of your business - not just accounting.  We'll discuss...
AICPA's Annual Federal Tax Update (Livestream) - 11/21/2019 -
Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial, and IRS developments of the past year...
AICPA's Annual Federal Tax Update - 11/21/2019 - Rocky Hill
Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial, and IRS developments of the past year...
Surgent's Advanced Individual Income Tax Return Issues (Livestream) - 12/2/2019 -
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...
Surgent's Advanced Individual Income Tax Return Issues - 12/2/2019 - Rocky Hill
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...
Surgent's Federal Tax Camp - 12/9/2019 - Rocky Hill
In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and...
Surgent's Federal Tax Camp (Livestream) - 12/9/2019 -
In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and...
Advanced Technical Tax Forms Training: Form 1040 Issues - 12/17/2019 - Rocky Hill
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses...

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Webinars