Maintain the Momentum


he job of a good manager is to keep everyone focused and driving toward the business plan. To do that you’ve got to cut off naysayers and what-if thinking, but be sure to listen to such comments in private to be sure you haven’t overlooked a plan flaw.

Set short-term goals so participants can quickly see accomplishments; give foot-draggers even shorter-term goals to perk up their enthusiasm. Monitor progress continuously and act quickly to resolve problems.

When you’ve reached the goal, acknowledge it publicly with a celebration so staff will know it’s appreciated.

—Stanley Zarowin


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.