Personal Financial Planning


The AICPA Tax and Personal Financial Planning membership sections, together with a number of prominent legal and financial services organizations, have established the Synergy Summit, a think tank that will advise national policymakers and others on financial planning and wealth preservation issues. The group’s other members are the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals and the American Bar Association’s Real Property, Probate and Trust Law Section and the Estate & Gift Taxes Committee of its Tax Section. Together these organizations represent more than 200,000 accountants, lawyers, financial planners and other professionals. To learn more or to participate in the summit’s activities, go to www.synergypro.org or http://tax.aicpa.org/Resources/Trust+Estate+and+Gift .

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TECHNOLOGY Q&A

How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.

QUIZ

News quiz: IRS enforcement, a hot job, and audit value

The IRS’s 2016 Data Book, a “hot job” of particular interest at this time of year, and insight into how executive and audit committees view the insights from financial statement audits received attention recently. See how much you know with this short quiz.