Montoya Recognized for Volunteer Work

Mary Montoya, CPA, received the 2003 AICPA Public Service Award in Washington, D.C., at the spring meeting of the Institute’s governing council. A partner of Klanderud, Montoya, Wuebben & Feehan, PC, in Sioux Falls, South Dakota, Montoya has prepared tax returns, provided financial advice and performed a wide variety of other services for Native American prison inmates for more than 10 years. In addition, she served eight years on the South Dakota Board of Accountancy, became its first woman president and was on the board of directors of the South Dakota CPA Society. William F. Ezzell, chairman of the AICPA board of directors, presented the award. The annual prize recognizes AICPA members who have made significant contributions to their communities.


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.