Metzler Named SBA Financial Services Champion of the Year

The AICPA’s Jim Metzler, vice president–small firm interests, received the 2007 Financial Services Champion of the Year Award from the Small Business Administration’s New York District Office.

Metzler is the Institute’s advocate for small firms on practice, regulatory, legislative and CPA professional matters. He is the chief liaison between the Institute and its member firms, and he oversees the Private Companies Practice Section and the Management of an Accounting Practice Committee.

The award recognizes people who assist small businesses through advocacy efforts to increase usefulness and availability of accounting or financial services.


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.