You Should Know


An article in the July issue (page 100) explained how you can not only send e-mails directly from Word and Excel, but you can also add a document or spreadsheet as an attachment. However, Connie Steinhart, CPA, treasurer at TIC International Corp. in Carmel, Ind., raises this caveat: If your organization encrypts attachments for outgoing e-mails as part of its security system, make sure that the attachments go out with encryption. Not all security systems let Word and Excel connect to them—thus allowing the attachment to be transmitted without security.


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.