Paperless Reports Shunned

The vast majority (81%) of investors, portfolio managers and securities analysts preferred receiving printed annual reports rather than electronic ones, according to an October survey by WithumSmith+Brown ( ). Among the managers and analysts, the sentiment was almost unanimous (94%).

Respondents said printed reports are easier to read, file for future reference, highlight, mark up and take notes on—and they’re surely more portable.

Nearly 79% of survey respondents agreed annual reports are an important tool in making investment decisions, and fully 90% said the reports should go beyond financial and shareholder issues to also include topics such as environmental sustainability and corporate governance.



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.