The SEC proposes two rules governing mutual funds’ and investment advisers’ proxy voting on behalf of their investors and clients, respectively. The first proposal ( ) would require mutual funds to disclose the policies and procedures they use to determine how to vote proxies relating to their shareholders’ securities. Fund companies also would have to make available records of the specific votes they cast. The second proposed rule ( ) would assign the same responsibilities to investment advisers. Comments on both proposals are due December 6.


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.