Wants More Investment-Services Articles


I thought the author did a good job of summarizing a very broad subject in the article, "Entering the Realm of Investment Services" (JofA, Oct.98).

Knowing the rules, having the right licenses and finding the appropriate back-office support are critical to exploring the niche for investment services.

Also, I believe the Journal should consider publishing more articles on investment services, especially about product-related and investment-risk subjects.

Gabriel A. Duran
Chicago, Illinois


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.