Smart stops on the Web.


Personal Financial Planning Sites
The Academy of Financial Services created this site to encourage research in personal financial planning and financial services and to further interaction between PFP professionals and academics. It links to other PFP-oriented sites, including those of the SEC and the National Business Resource Guide. Interested visitors can fill out the online membership application to become academy members.
This site, maintained by the Financial Management Association International (FMA), also attempts to bridge the gap between academics and practitioners and promote a better understanding of basic and applied financial research. Those interested in doing so can become FMA members online.
The National Endowment for Financial Education, a nonprofit organization, offers educational programs and courses for professionals in accounting, banking, financial planning, investments and tax. A brochure of their courses is available online as well as archived articles, financial planning tutorials and a detailed insurance evaluation checklist.
The American Savings Education Council seeks to raise public awareness of long-term personal financial independence issues. Their site offers brochures and worksheets on such PFP topics as retirement planning and women and pension issues.

The Cheapest Anywhere
Ratenet allows users to view savings bank and mortgage interest rates, among other financial product rates, at institutions across the country. It even lists its best rate awards in each category.

Choose Your Weapon
Do you use Internet Explorer? Netscape Navigator? Compuserves Browserwars site compares the two industry leaders without taking sides and offers information and news about each.



Rule Britannia
The distinguished Financial Times is online with news and market data. You have to register, but its free.

Capitalisms Guardians
The Federal Trade Commission offers business guidance, discussions of economic issues and current news releases on its activities.

They Protect You, Too
The U.S. Secret Service guards the President, but it also investigates counterfeiting and forgery cases. Controllers of companies doing a lot of cash business will want to read online how to protect themselves against counterfeit bills.

All Web addresses are preceded by http://


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.