Corporate Governance

Company shareholders will be looking to the Internet rather than their mailboxes to receive proxy materials, after the SEC approved final rules for online posting in lieu of individual delivery of the documents. Shareholders will receive a notice by mail or e-mail that proxy documents are available on a Web site. Shareholders who still want to receive a copy of the materials by e-mail or postal mail may do so upon request.

The SEC acknowledged it received comments raising concerns about shareholders being unable to access online materials, security worries and possible effects on proxy voting. But the agency said it relied upon research indicating about 80% of investors have a home Internet connection—more than it initially estimated—and deemed security safeguards adequate. Proxy solicitations for mergers and acquisitions must still be sent individually.



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.