AICPA Co-Sponsors Financial Management Course

The Institute, Dell Inc. and PC Magazine recently joined forces to help small businesses with financial management.

The free online course, “Financial Management Made Easy—Solutions for Small Businesses,” is offered through PC Magazine’s Learning Center series for businesses employing up to 25 people. The program consists of three lessons:

  • Technology Tools for Easy Financial Management
  • Complete Solutions for Standardized Financial Reporting
  • Financial and Accounting Compliance and Outsourced Resources

Ilene Eisen, CPA, CITP, a principal with California-based firm ie Solutions, is a guest instructor for the third lesson of the course, which is available for download 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.