Professional Issues


The portfolios of financial advisers’ clients suffered heavy losses in 2001 and early 2002 as the S&P 500 stock index fell sharply. But by bringing in new business and thus increasing their total client holdings by 16.7%, the advisers limited to 5.3% the decline in assets under their management, says a study produced by Moss Adams LLP ( www.mossadams.com/industry/investment.htm ). The report describes the strategies the investment advisers used to achieve these results.

SPONSORED REPORT

Revenue recognition: A complex effort

Implementing the new standard requires careful judgment. Learn how to make significant accounting judgments and document them and collaborate with peers for consistent application.

TECHNOLOGY Q&A

How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.

QUIZ

News quiz: Economy and health care changes top CPAs’ list

CPA decision-makers’ economic outlook and the House Republicans’ proposed tax changes as part of replacing the Patient Protection and Affordable Care Act received attention recently. See how much you know with this short quiz.