Two Win New Award for Volunteer Efforts

Forensic and litigation services volunteers recognized.

Ronald L. Durkin and Michael G. Ueltzen each received the 2003 AICPA Forensic & Litigation Services (FLS) Volunteer of the Year Award in October at the National Conference on Advanced Litigation Services and National Conference on Fraud in Miami Beach, Florida.

Anat Kendal, AICPA director of financial planning, award winners Ueltzen and Durkin, Sandra K. Johnigan, forensic and litigation services subcommittee chairwoman, and William F. Ezzell, AICPA past chairman.

The award—established in 2003—acknowledges the contributions of Institute committee, subcommittee or task force members who have advanced the litigation services or forensic accounting practice areas for CPAs.

Durkin, national partner in charge of fraud and misconduct investigations for KPMG’s Los Angeles office, is a former chairman of the AICPA FLS subcommittee and has played prominent roles in the litigation services and fraud conferences.

Ueltzen, managing partner of Ueltzen & Co., in Sacramento, is a past member of the FLS subcommittee and serves on an AICPA professional ethics executive committee task force addressing FLS 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.