The SEC and state regulators launch the Investment Adviser Public Disclosure Web site, which offers investors free access to registration documents from more than 9,000 investment advisers. ( )

To better assist those representing clients in the Social Security Administration’s hearings and appeals process, SSA introduces a Web site with information including fee petitions, a model fee agreement, standards of conduct, official forms and links to SSA regulations and manuals. ( )

The Federal Accounting Standards Advisory Board sets up a new Web site ( ) containing its accounting and auditing policy committee’s documents.

SEC Commissioner Laura S. Unger says she will leave the agency after nearly four years there, including a six-month stint as acting chairman while the Bush administration sought a successor to Arthur Levitt. ( )


The Web site address of Xpress Software was incorrectly listed in exhibit 1 of the article, “Ranking the Products” (Oct.01, page 28). The correct URL is .


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.