The Department of Labor’s Pension and Welfare Benefits Administration (PWBA) releases revised Form 5500, Annual Return/Report, for plan year 2002 filings by employee benefit administrators ( ). The PWBA modified forms 5500 and 5500-EZ slightly to reflect changes in ERISA, the Internal Revenue Code and related regulations; to clarify instructions for completing the report; and to improve forms processing.


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.