Institute Proposes Taxpayer Advocacy Improvements

In a September 23 letter to the IRS national taxpayer advocate, the AICPA tax executive committee suggested ways to improve local taxpayer advocacy offices’ service, which its members said had deteriorated ( ). In a 1999 AICPA survey, 72% of respondents said the technical assistance these offices had given them was “good” or “excellent.” But CPAs recently polled said some offices were less effective than others, leading the committee to call for improvements in employee training and to propose the IRS use practitioners to educate taxpayer advocate service staff in “best practices” for resolving casework issues.


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.