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
| Title | Link |
|---|
| FAQs: CPA Firm Registration | download |
| FAQs: Non-CPA Ownership of Firm | download |
| FAQs: Commissions | download |
| Guidelines: Alternative Business Structure (ABS) | download |
| Maintaining Your NC CPA License | download |
| How to Check CPE Carry Forward Hours | download |
Local, State, & Federal Agency News
| Title | Link |
|---|
| NCDOR: Taxpayer May Contest Determination that Amended Return or Claim Not Filed within Statute of Limitations | download |
| NCDOR: Reporting Tax-Related Identity Theft | download |
| IRS: Taxpayer Guide to Identity Theft | download |
| IRS: Identity Theft Information for Tax Preparers | download |
| IRS: Report Phishing and Online Scams | download |
| NCDOR: Opinion Letter - Privilege License | download |
| NC State Bar: Monthly Trust Account Report | download |
| NC State Bar: Trust Account Reconciliation Sheet | download |
| NC State Bar: Trust Account Quarterly Review Worksheet | download |
| NC State Bar: Complying with Amended Trust Account Rules | download |
| NC State Bar: Trust Account Rules 8-2016 | download |
| NC State Bar: Amended Trust Account Rules Approved by Supreme Court | download |
| IRS & Security Summit Partners Warn of Fake Tax Bills | download |
| IRS Warns of a New Wave of Attacks focused on Tax Professionals | download |
| New Security Summit Video Warns Tax Pros of Cybercriminal Threats; Urges Precautionary Steps | download |
| NCDOR Information on Hurricane Matthew Tax Relief - 10/14/2016 | download |
| IRS Gives Expanded Tax Relief to Victims of Hurricane Matthew; Parts of Four States Eligible; Extension Filers Have Until March 15 to File | download |
Comfort Letters/Third-Party Verification Requests
| Title | Link |
|---|
| 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 Letters | download |
| 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 Letters | download |
Succession Planning and Practice Continuation Agreements
| Title | Link |
|---|
| Practice Continuation Agreements: A Practice Survival Kit | download |
| Succession Challenges for US CPA Firms to Tackle | download |
| Succession Planning: It's Not a Spectator Sport | download |
| Practice Continuation Agreements: A Practice Survival Kit (2016) | download |
Cloud Computing, Data Security, Etc.
| Title | Link |
|---|
| 10 Tech Moves Every Accountant Should Make this Summer | download |
| A Breach of Client Data - Risks to CPA Firms | download |
| Cloud Accounting - NCACPA Blog | download |
| Data Security Concerns Soar as More CPA Firms Access Cloud | download |
| Ensuring Privacy in an IT World | download |
| Harnessing the Power of the Cloud | download |
| How Safe is Safe Enough - Protecing Your Firm's Data and Your Clients' Data | download |
| Cloud Storage - How to Pick a Provider | download |
| Five Tips for Building a Successful Hybrid Cloud | download |
| 16 Tips for Moving Your Workloads to the Cloud | download |
| Bringing the Cloud Down to Earth - CPA Practice Advisor 10-2015 | download |
| From Desktop to Cloud: Choosing the Right Platform | download |
