By The Numbers

Options for an Investment Practice

As partners in some firms are considering a union with
American Express or a similar companymerging accounting and
financial servicespartners in other firms are taking another road:
adding investor services themselves. A survey of 100 partners in small to
midsize firms compares the two trends: selling or starting a new niche.

Source: Advisors Capital Investments, Inc., Woodstock, Connecticut.


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.