Tax Education

Educating students for expanded financial planning careers

The AICPA is integrating personal financial planning into university-level curriculum in a manner that would help prepare prospective CPA candidates to qualify for the Personal Financial Specialist credential shortly after obtaining their CPA license.

Modeling investment tax planning with Excel

Case studies provide a template for accounting educators to develop students’ problem-solving and decision-making skills while also enhancing their competency in Excel.

Using big data to identify tax risk

This column provides background on usable data readily available from the IRS and a case study in which students can use the IRS data to assess audit risk.

Government Tax Treasures

This column describes five types of governmental documents and videos and how they can be incorporated into a tax classroom.

Newsletter Articles

TECHNOLOGY

2018 tax software survey

Among CPA tax preparers, tax return preparation software generates often extensive and ardent discussion. To get through the rigors of tax season, they depend on their tax preparation software. Here’s how they rate the leading professional products.

DEDUCTIONS

Qualified business income deduction regs. and other guidance issued

The package includes final regulations, guidance on how to calculate W-2 wages, a safe-harbor rule for rental real estate businesses, and new proposed rules on the treatment of previously suspended losses.