Batty Honored as Top PFP Contributor


Robert W. Batty, CPA/PFS, received the Distinguished Service Award in January at the Personal Financial Planning (PFP) Technical Conference in Orlando. Batty is president and managing shareholder of Batty, Erlandsen & Associates, PS. He served on the AICPA PFP division’s executive committee and as chairman of its practice subcommittee. PFP committee chairman James Mitchell presented the award as Anat Kendall, AICPA director of financial planning, looked on.

SPONSORED REPORT

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.

QUIZ

News quiz: IRS warning on cyberattacks and a change in pension rules

Once again, the IRS sounds the alarm about a threat from cyberthieves. See how much you know about this and other recent news with this short quiz.

CHECKLIST

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.