Financial Literacy

The AICPA launched 360 Degrees of Financial Literacy for Women, an expansion of its pro bono efforts to improve the public’s understanding of personal finance. The program’s Web site ( www.360financialliteracy ) contains more than 600 articles and planning tools women can use to focus on various aspects of their economic circumstances, including getting started on managing their finances more effectively, career planning and employee benefits, managing insurance and investments, coping with family financial issues and life-changing events and setting up and running a business. In addition, the site’s “Ask the Money Doctor” tool offers free personal finance advice from CPA/PFS practitioners and other volunteers with financial planning expertise.


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.