AICPA members in tax practice assess how their return preparation software performed during tax season and offer insights into their procedures.
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Practice Management & Professional Standards
From practitioner to influencer: Managing the risks of online content for tax professionals
Practitioners must exercise awareness of how their tax-related social media and other online posts may implicate professional standards.
Results of recent academic research may aid practitioner planning
Five tax research articles published in the past year in academic journals provide potentially valuable insights for practitioners.
Tax ethical challenges when representing taxpayers
AICPA members providing tax representation or return preparation services need to comply with both the AICPA Statements on Standards for Tax Services and Treasury Circular 230.
Unlocking the power of partnerships: How accounting firms can integrate advisory services and wealth management
David Winslow, CFP, managing director, Wealth Management, Choreo, discusses why building relationship-based advice platforms and leveraging strategic partnerships have become essential for firms aiming to meet the evolving needs of their clients.
It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS
Being nice is one of tax controversy attorney Melissa Wiley’s ways of getting answers from the IRS, which also includes knowing the Internal Revenue Manual and using self-service tools.
What I wish I’d known when partners exit a firm
Members of the AICPA Tax Practice Management Committee discuss how firms can best prepare and adapt when partners retire.
Tax season insights for CPAs: Solutions that match your valuable tax insights
Clint Costa CPA, J.D., LL.M., Senior Wealth Strategist, Choreo, LLC, discusses three tax insights that CPAs may encounter during filing season and actionable solutions.
New or veteran professional: Unlocking passion and purpose in public accounting
A commitment to public accounting can bring personal growth and professional fulfillment and create opportunities to find greater purpose by helping clients realize their dreams.
Using role playing in a tax classroom
Students role playing tax preparers and clients can thereby apply their tax knowledge interactively, inculcating critical real-world interpersonal skills.
Arthur J. Dixon Memorial and Jonathan Horn Distinguished Service awards
James W. Sansone, CPA, received the 2024 Arthur J. Dixon Memorial Award, the highest honor given by the accounting profession for contributions to the field of taxation, and Annette Nellen, Esq., CPA, CGMA, received the 2024 Jonathan Horn Distinguished Service Award.
IRS proposes new rules for tax professionals
The proposed regulations would update the Circular 230 rules governing practice before the IRS.
Burden of proof: The shoebox method and 9-martini lunch
When taxpayers claim deductions for business expenses, they must meet their burden of proof with proper recordkeeping.
Creating a more efficient firm: Best practices, offshoring, and preparing for a successful season
Following these tips can enhance tax firms’ operations, client satisfaction, and overall success.
Client advisory service for business owners
Clint Costa, Senior Wealth Strategist, Choreo, discusses how CPAs can add value to business owner clients.
AICPA to Congress: Delay needed in BOI reporting deadline
Without a delay, “millions of small business owners become accidentally and unknowingly delinquent in their compliance,” reads the letter, signed by CEO Barry Melancon, CPA, CGMA.
Conflicts of interest in tax practice
AICPA member tax practitioners must be alert to the need to avoid or remedy potential conflicts.
Corporate Transparency Act
Charles Wismer, CEO, FincenFetch, discusses firms and FinCEN beneficial ownership information (BOI) report filing,
Protecting taxpayer data (and where to even begin)
Jared Ballew, CEO, Vice President of Government Relations, Drake Software, discusses data management.
Advising clients amid elections and TCJA sunset
Tax advisers can recommend client strategies for the looming uncertainties of the expiration of dozens of tax provisions, compounded by upcoming presidential and congressional elections.
INDIVIDUALS
Current Developments in Taxation of Individuals: Part 1
This update surveys recent federal tax developments involving individuals, including court cases, rulings, and guidance issued during the six months ending October 2025.
