By The Numbers

Market Is Boon to Baby Boomer

A survey of the rich revealed 89% of the nation’s wealthiest
baby boomers feel more confident about their financial future
because of stock market gains in the 1990s. As a result
of successful equity investments, 85% said they now
worry less about how they will fund retirement.

Source: U.S. Trust Company of New York, New York City.


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.