Info You Can Use

News Alerts, Guidelines, FAQs, Scam Warnings, Local, State, & Federal Agency News, Etc.

Note: Use the up/down triangle (to the left of “link”)  to sort each section in ascending or descending order

FAQs & Guidelines

FAQs: CPA Firm Registrationdownload
FAQs: Non-CPA Ownership of Firmdownload
FAQs: Commissionsdownload
Guidelines: Alternative Business Structure (ABS)download
Maintaining Your NC CPA Licensedownload
How to Check CPE Carry Forward Hoursdownload

 Local, State, & Federal Agency News

NCDOR: Taxpayer May Contest Determination that Amended Return or Claim Not Filed within Statute of Limitationsdownload
NCDOR: Reporting Tax-Related Identity Theftdownload
IRS: Taxpayer Guide to Identity Theftdownload
IRS: Identity Theft Information for Tax Preparersdownload
IRS: Report Phishing and Online Scamsdownload
NCDOR: Opinion Letter - Privilege Licensedownload
NC State Bar: Monthly Trust Account Reportdownload
NC State Bar: Trust Account Reconciliation Sheetdownload
NC State Bar: Trust Account Quarterly Review Worksheetdownload
NC State Bar: Complying with Amended Trust Account Rulesdownload
NC State Bar: Trust Account Rules 8-2016download
NC State Bar: Amended Trust Account Rules Approved by Supreme Courtdownload
IRS & Security Summit Partners Warn of Fake Tax Billsdownload
IRS Warns of a New Wave of Attacks focused on Tax Professionalsdownload
New Security Summit Video Warns Tax Pros of Cybercriminal Threats; Urges Precautionary Stepsdownload
NCDOR Information on Hurricane Matthew Tax Relief - 10/14/2016download
IRS Gives Expanded Tax Relief to Victims of Hurricane Matthew; Parts of Four States Eligible; Extension Filers Have Until March 15 to Filedownload

Comfort Letters/Third-Party Verification Requests

Need Third-Party Verification? Ask a CPA for Guidance (from AICPA)download
How to Respond to a Comfort Letter/Third-Party Verification Request (from AICPA)download
AICPA Position Statement: Third-Party Verification Requests aka Comfort Lettersdownload
Template for Comfort Letter/Third-Party Verification Request Presentation to Bankers/Lenders (from AICPA)download
Comfort Letter Response Matrix (from AICPA)download
Third-Party Verification Letters: Questions and Answers (from AICPA)download
Activity Review Articles on Comfort Lettersdownload

Succession Planning and Practice Continuation Agreements

Practice Continuation Agreements: A Practice Survival Kitdownload
Succession Challenges for US CPA Firms to Tackledownload
Succession Planning: It's Not a Spectator Sportdownload
Practice Continuation Agreements: A Practice Survival Kit (2016)download

 Cloud Computing, Data Security, Etc.

10 Tech Moves Every Accountant Should Make this Summerdownload
A Breach of Client Data - Risks to CPA Firmsdownload
Cloud Accounting - NCACPA Blogdownload
Data Security Concerns Soar as More CPA Firms Access Clouddownload
Ensuring Privacy in an IT Worlddownload
Harnessing the Power of the Clouddownload
How Safe is Safe Enough - Protecing Your Firm's Data and Your Clients' Datadownload
Cloud Storage - How to Pick a Providerdownload
Five Tips for Building a Successful Hybrid Clouddownload
16 Tips for Moving Your Workloads to the Clouddownload
Bringing the Cloud Down to Earth - CPA Practice Advisor 10-2015download
From Desktop to Cloud: Choosing the Right Platformdownload