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February 13, 2014
Tax Insider
  IN THIS ISSUE:   > Articles   > News   > CPA News to Know   > Webcasts   > Video  
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AICPA  The one place for your daily tax season news and information. Sign up for CPA Letter Daily's free Tax Season Watch today.
State income tax filing post-Windsor
By Annette Nellen, Esq., CPA
What's new for same-sex married couples this filing season?
The earned income tax credit: How it works and who qualifies
By Nicholas Fiore, J.D.
The rules can be complicated, and, with new due diligence requirements in place, practitioners must get it right.
  Intuit QuickBooks Online for Accountants  
Using cloud technologies to transform tax season
Sponsored by Intuit QuickBooks Online for Accountants
It's time to work in the cloud! In this article, Rachel Riebling, a senior accountant at Franz Michael Walter, CPA, discusses how her practice gained efficiencies and productivity by taking full advantage of cloud technologies.
AICPA's Annual Tax Update
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AICPA Personal Financial Planning Section  The multi-layered tax environment—simplified. Download free financial planning resources.
IRS announces additional one-year delay in health coverage penalty for midsize employers
The IRS announced that, for midsize companies, it is further delaying for one year the shared-responsibility penalty imposed on applicable employers who do not provide minimum essential health care coverage for their employees.
Details of new myRA retirement savings vehicle revealed
Following up on announcement made by President Barack Obama in his annual State of the Union speech, the White House released details of a new retirement savings account to be made available to employees through their employers.
Final version of net investment income tax form released
Just in time for tax season, the IRS released the final version of Form 8960, Net Investment Income Tax—Individuals, Estates, and Trusts, which will be used by individuals and trusts and estates to compute the new 3.8% tax.
Simplified method offered for requesting extended time to make portability election
Executors of certain estates that failed to file Form 706 to elect portability of a deceased spouse's estate tax exclusion will have a limited-time opportunity to file Form 706 and make the election.
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New In The Store
  Statement on Standards in Personal Financial Planning Services
SSPFPS provides a clear road map for consistent delivery of personal financial planning services, which benefits and protects your clients and your practice. Members practicing in cash flow planning, risk management and insurance planning, retirement planning, investment planning, estate/gift/wealth transfer planning, elder planning, charitable planning, education planning, or tax planning should understand whether the statement applies to them and how to comply with it.
  Standards in Personal Financial Planning Services: Compliance Toolkit
This toolkit provides everything you need to understand and implement the new PFP Standard, including sample engagement letters and customizable checklists to document and communicate with your clients during all stages of your engagement.
  Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA
This Excel-based software will enable you to minimize the effects that the new tax structure has on your clients and institute best practices that will yield benefits in 2013 and beyond. The 15-year projection calculators will ensure that your clients come for planning advice this year, and keep coming back to you for advice year after year.
  Estate Planning for Older Americans
This CPE course explores the specific estate planning issues that face older Americans. Make sure you're able to guide your clients in the right direction and help them formulate a plan to maximize the amount of wealth that is ultimately passed on to their heirs.
Didn't find what you were looking for? Visit the AICPA Store
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Connections—It's what the CGMA designation stands for. Find out more at cgma.org.
AICPA Member Discount Program
  Office Depot(R)  
AICPA members save up to 20% on select HP Mono Toners now through 3/31/14. Click here for details.
Save on shipping this tax season. AICPA Members save up to 29% on select FedEx® shipping services. Click here for details.
  Bank of America  
AICPA offers both personal and business Visa® credit cards with rewards programs. Click here for details.
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Intuit QuickBooks Online for Accountants  The best way for accountants to work in the cloud. Sign up for free.
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QuickBooks Online Accountant: the most seamless way to work in the cloud.
CPA News to Know
1 Top 10 tax resources for the 2014 tax season
1 New IDR procedures postponed until March 3
1 Downton Abbey's death duty explained
1 Guidance issued on accounting method changes under repair regs.
1 Super Bowl's hidden treasure...the jock tax
1 Why employers may consider public health care exchanges
1 Proposed rules address disguised sales and partnership liabilities
1 Minimum essential coverage and shared-responsibility penalty rules provide transitional relief for individuals
Upcoming AICPA Webcasts
  Feb. 20 Tax Power Hour: Extensions & Misconceptions—Managing Client Expectations
  Feb. 21 AICPA Online Conference on Healthcare Reform: A Deep Dive into the Affordable Care Act
  Feb. 25 Musings of Dealing with the IRS
  Feb. 27 ACA Tax Update
  March 20 Tax Power Hour: The Home Stretch—Managing Burnout
    View webcast calendar
How to attract and retain top talent
Two CFOs explain the key to hiring and keeping the best people.

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