More Next Eggs Are in Retirement Baskets

According to The U.S. Retirement Market report from the Investment Company Institute, retirement assets accounted for nearly 40% of household financial assets in 2006, compared with 24% two decades ago.


The report also revealed that the bulk of these assets are held in employer-sponsored plans or originated there, with 64% still held directly in the plans.


Source: Investment Company Institute,


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.