The IRS is holding CPE-eligible tax forums to keep tax professionals up to date on its policies and programs ( ). Topics to be addressed include like-kind exchanges, estate and trust planning, identity theft, small-business retirement plans, alternative minimum tax and recent tax law changes. Forums will take place in Houston (July 12-14), Atlanta (July 26-28), New York City (August 9-11), Las Vegas (August 23-25) and Chicago (August 30-September 1).

The SEC named Linda Chatman Thomsen director of its division of enforcement. She had served as deputy director since 2002.

Timothy S. Kviz and Joseph B. Ucuzoglu began two-year terms as professional accounting fellows in the SEC’s Office of the Chief Accountant. Both are senior managers—Kviz in PricewaterhouseCoopers’ Florham Park, N.J., office and Ucuzoglu in Deloitte & Touche’s Wilton, Conn., office. They will develop rule proposals under federal securities laws, communicate with professional accounting and auditing standard-setting bodies and consult with SEC-registered companies on accounting and reporting matters.

The SEC began releasing at no charge all comment and response letters relating to disclosure filings made after August 1, 2004, and reviewed by the divisions of corporation finance and investment management. The documents are available through the EDGAR system at .

The May Smart Stops on the Web item “One Rung of Many” (page 23) incorrectly cited one Web site. The correct name is at ; Marketing Ladders’ Web address is . Our apologies for the error.


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.