Honorees Admitted to B&I Hall of Fame

Three CPAs—Clark Blackman II, Ralph Kauten and Jean Trainor—were inducted by the Institute and Ajilon Finance into the AICPA Business & Industry Hall of Fame in recognition of their strategic insight, business expertise and leadership skills.

Blackman, managing director and chief investment officer of Investec Advisory Group LP, is a widely recognized financial adviser, author, educator and volunteer. Trainor, CEO and president of John Deere Community Credit Union since 1990, quintupled its assets to more than $1 billion. Kauten, board chairman, president and CEO of Quintessence Biosciences Inc., has founded several successful biotechnology companies and is a proponent of ethical and employee-friendly business practices. Presenting the awards were John Morrow, AICPA vice-president for new finance, and Neil S. Lebovits, CPA, president and COO of Ajilon Finance, which provides accounting and financial staffing services.


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.