Choosing an Online B-to-B Site

Selecting an investment adviser who will represent your firm
in a professional manner and provide your clients with
the level of service you give them is critical. Use the following
questionnaire to help interview and evaluate prospective
advisers or an investment advisory firm.

Source: Phyllis Bernstein, director of the AICPA personal financial planning division. The views expressed are not an official position of the AICPA.


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.