Post-busy season checklist

By Edward Mendlowitz, CPA/PFS/ABV/CFF/CITP, CGMA

Sponsored by Thomson Reuters, Bloomberg BNA, Bloomberg BNA // Software, Wolters Kluwer

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.

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SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TECHNOLOGY Q&A

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QUIZ

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The IRS’s 2016 Data Book, a “hot job” of particular interest at this time of year, and insight into how executive and audit committees view the insights from financial statement audits received attention recently. See how much you know with this short quiz.