Top PFP Contributor Named

Steven I. Levey, CPA/PFS, received the 2005 Distinguished Service Award from Michael M. Eisenberg, Personal Financial Specialist (PFS) Credential Committee chair, and Joel H. Framson, Personal Financial Planning (PFP) Executive Committee chair, at the 2006 AICPA National PFP Conference in San Diego. The award recognized Levey’s contributions to the profession and extensive volunteer work on behalf of the AICPA, including his chairing of the 2005 and 2006 annual PFP conferences. Levey is CEO and managing director of GHP Horwath PC, a public accounting and business consulting firm in Denver, a member of the AICPA National Accreditation Commission and a former member of the PFP Executive Committee (1996–1998) and the JofA Investment Outlook Advisory Board (1997–1998).


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.