CPA Regulation (REG)

Certified Public Accountant Regulation (REG) covers ethics, federal tax procedures, business law, and professional responsibilities for aspiring CPAs.

Ethics and Professional ResponsibilitiesBusiness Law FundamentalsFederal Taxation: Individuals
Corporate and Partnership TaxationFederal Taxation: Property TransactionsFederal Tax Procedures and Representation
Advising Small BusinessesTax Planning for Individuals and FamiliesResolving IRS Disputes
Time Management for the REG ExamEffective Study Techniques
Ethics and Professio...Business Law Fundame...Federal Taxation: In...Corporate and Partne...Federal Taxation: Pr...Federal Tax Procedur...Advising Small Busin...Tax Planning for Ind...Resolving IRS Disput...Time Management for ...Effective Study Tech...
Practical Applications

Tax Planning for Individuals and Families

Proactive Tax Strategies

Tax planning isn’t just for the wealthy! CPAs help families save money by organizing their finances to reduce taxes.

Common Strategies

  • Maximizing retirement contributions
  • Timing income and deductions
  • Leveraging tax credits (education, child care)

Family Milestones

Buying a home, starting a family, or sending kids to college all have tax implications. CPAs offer guidance for every life stage.

Takeaway

Planning early and often is the best way to keep more of what you earn.

Examples

  • Advising a couple to contribute to an IRA before year-end for a tax deduction.

  • Helping parents claim education credits for their college-aged children.

Next
Resolving IRS Disputes