Financial Literacy

The AICPA 360 Degrees of Financial Literacy program has provided additional resources to help CPAs and state societies educate the public on financial matters related to couples and marriage, home ownership, life crises and retirement.

Eight previously issued resource kits addressed general financial literacy and life stages including career, childhood, college, military service, parenthood, small business and simultaneously caring for children and parents. All are available as free downloads from the CPA Financial Literacy Resource Center ( ).


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.