Award honors significant contributions to PFP discipline


Clark M. Blackman II, founder of Alpha Wealth Strategies in Houston, received the AICPA’s 2012 Personal Financial Planning Distinguished Service Award.

The annual award, which was presented at the 2013 Advanced Personal Financial Planning Conference in Las Vegas in January, recognizes an AICPA volunteer who significantly contributes to the advancement of personal financial planning as a practice discipline.

Blackman has been active in the PFP division for two decades and is the immediate past chair of the division’s executive committee. He has worked to strengthen ties with state societies, enhance the Institute’s annual financial planning conference, and develop tools and guides to help CPAs expand their practices to include financial planning services. Under his leadership, the PFP executive committee received standard-setting authority last fall from the AICPA governing Council.

Blackman has had several articles published over the last 15 years, including in the JofA, and has been a featured speaker at national conferences. He also serves on the JofA’s Board of Editorial Advisers. He was inducted into the AICPA Business & Industry Hall of Fame in October 2005.

SPONSORED REPORT

Post-busy season checklist

Now that tax season is over, pause for some introspection to guarantee that next year’s busy season is even better. Bonus: “Dirty dozen” scams list to share with your clients. Sponsored by Thomson Reuters, Bloomberg BNA, Bloomberg BNA // Software and Wolters Kluwer.

QUIZ

News quiz: Risks are top of mind in finance

Americans are worried about risks to their financial security. Accountants also see risks to their organizations and their careers. See how much you know about recent news and reports with this quiz.

CHECKLIST

Auditing risks in culture

Cultural flaws can seriously damage an organization. Here’s how internal auditors can reduce risks by embedding culture audits into existing audit programs.