Framson Named Top PFP Contributor

Joel H. Framson, CPA/PFS, received the 2002 AICPA Distinguished Service Award at the Personal Financial Planning (PFP) Technical Conference in Phoenix. Framson, a partner of Glowacki Framson Financial Advisors in Los Angeles, is chairman of the AICPA center for investment advisory services resource panel and a former member of the PFP executive committee (1997–2000). Worth magazine included him in its 2002 ranking of the nation’s top 250 financial advisers. Robert K. Doyle, PFP executive committee chairman, presented the award as Anat Kendal, AICPA director of financial planning, and Randy A. Ryan, PFP manager, looked on.


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.