"Institute Honors Brezik for PFP Service, Enhances Web Site"

Connie A. Brezik, CPA/PFS, was named winner of the 2004 AICPA Distinguished Service Award in January at the Personal Financial Planning (PFP) Technical Conference in Puerto Rico. Brezik, who earlier headed the committee that plans the annual conference, is a former member of the AICPA’s PFP Executive Committee, PFP Member Services Task Force and Member Retirement Committee. Both Worth magazine and Accounting Today identified her three times as one of the nation’s most prominent financial advisers. Her firm, Asset Strategies Inc., has offices in Scottsdale, Arizona; Avon, Connecticut; New York City; and Casper, Wyoming.

Also at the conference, the Institute introduced an improved version of its PFP Web site ( www.aicpa.org/pfp ), which offers continually updated guidance for CPA financial planners providing investment planning, insurance and risk management, personal income tax planning, disaster preparedness and recovery, retirement and estate planning and elder care services. While AICPA members have access to certain of the site’s resources, only PFP section members can use them all. To enroll in the section, go to www.cpa2biz.com or call 888-777-7077. The site also includes information on practice management and members’ responsibilities to the public, a conference calendar, Webcasts on practical topics, listings of relevant state society events and a database of all CPAs holding the PFS designation so consumers can locate a practitioner near them.


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.