AICPA To Webcast Seminars On NQDC, AMT

A Web seminar, “Nonqualified Deferred Compensation Under Section 409A: Implementation Roundtable,” will be held Oct. 2 from 2 to 4:30 p.m. ET. Tax, PFP and PCPS section members may participate free or may pay a discounted price of $74 and receive 21/2 hours of CPE credit (non-section members pay $99). Register for the free program at, or for CPE, log on to, go to “Web Events,” and the section discount will automatically be applied at checkout.

Eddie Adkins, from Grant Thornton, and Helen Morrison, acting deputy benefits tax counsel at the Treasury Department, will use a case study and practical examples to provide an overview of the NQDC rules and actions required by the end of 2008. In addition, Karen Field, from KPMG, and Deborah Walker, from Deloitte & Touche, will help answer questions, which may be posted throughout the session.

Then, on Oct. 27 from 2 to 3:30 p.m. ET, the Tax and PFP sections of the AICPA will present “AMT: Strategies to Escape Its Reach.” Joseph W. Walloch of the Walloch Accountancy Corp. of Redlands, Calif., and Norman Solomon of La Jolla, Calif., will moderate the session. Walloch also chairs the Tax Section’s Individual Income Tax Technical Resource Panel. This webcast will cover planning strategies, recent court cases, guidance and legislation, with a focus on planning for investment expenses, income and property taxes, legal expenses, capitalization and miscellaneous itemized deductions. Go to and click on “Web Seminar Series” to register.


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.