Professional Issues

Pennsylvanian Wins Service Award

The AICPA presented Robert Margolis, CPA, with the 1999 Public Service Award at its spring council meeting in Washington, D.C.

“Bob Margolis’s efforts have raised millions of dollars and created dozens of organizations and funds to help those in need,” said Barry Melancon, president of the AICPA, of Margolis’s contributions to his community. “He is a credit to the profession.”

For more than three decades, Margolis, a partner of Harry Margolis & Co., Lehigh, Pennsylvania, has volunteered with local organizations including the Moravian Academy, the Jewish Family Service of the Lehigh Valley, the Lehigh Associates for Retarded Citizens, the Jewish Federation of the Lehigh Valley and the Lehigh Valley Helping Hand Foundation.

Margolis has also served as president of the Lehigh Valley Social Service Exchange, the development committee of Lehigh University and the allocations committee of the United Way.


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.