The SEC issues staff legal bulletin no. 14, Shareholder Proposals, to address issues pertaining to the 1934 Securities Exchange Act’s rule 14a-8, which governs inclusion of such documents in stock issuers’ proxy materials. The bulletin explains how the SEC applies the rule and reviews companies’ requests for “no-action” letters documenting its agreement not to take legal action against companies for a particular activity ( ).


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.