Peer Review

The AICPA released a Peer Review Practitioner’s Tool Kit as part of an initiative to enhance the Peer Review Program. The Tool Kit provides talking points to help practitioners gain support for developing a peer review practice, a pipeline tool for tracking and following up with potential prospects and other tools and information practitioners can use to promote their peer review services and develop their practice.

The kit is available at


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.