AICPA

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

Commissioner Danny Werfel and Taxpayer Advocate Erin Collins discussed the enhancements the IRS has been making thanks to the additional billions of dollars of funding.

"ERC mills" are encouraging applications for the tax credit from businesses that may not qualify for the pandemic relief program.

Congress introduced bipartisan legislation aimed at changing the estimated tax payment deadlines to a uniform, quarterly schedule.

The service offered information on how to elect to apply an overpayment on 2020 taxes against Q1 2021 estimated taxes, which are still due on April 15.

Rep. Lloyd Smucker's legislation is in line with a request from accounting and tax professional groups.

The Internal Revenue Service responded Tuesday to calls for extending more tax deadlines by giving taxpayers until May 17 to make IRA and HSA contributions and file some refund claims.

Leaders of the House Ways and Means Committee and accounting groups are calling for extending the tax deadline to give the IRS, taxpayers and tax professionals an extra three months.

Christine Kuglin started her journey to pass the test by thinking, 'Today is a good day to become a CPA.'

The latest round of coronavirus stimulus legislation includes some major tax provisions and changes for accountants to watch out for in the New Year.

The guidance clears up the tax treatment of expenses when a loan from the Paycheck Protection Program hasn’t been forgiven by the end of the year.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

The U.S. Small Business Administration, in conjunction with the Treasury Department, released a loan forgiveness application for the SBA’s troubled Paycheck Protection Program, along with detailed instructions for the application.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.