The SEC announced that several mutual funds have begun providing risk and return information using interactive data, a significant step in the SEC’s ongoing efforts to make financial data more useful and understandable for investors. All of the new, interactive mutual fund data will be made available to the public on the SEC’s EDGAR database and to subscribers of EDGAR’s high-speed data dissemination service. The SEC will monitor how the data can be used to provide information to mutual fund investors and will consider whether further steps are necessary to increase accessibility. Among the first mutual fund filers to participate in the expanded voluntary program are the Allegiant Advantage Fund, American Funds’ Europacific Growth Fund, Muhlenkamp Fund, and Vanguard 500 Index Fund.


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.