PFP Practice Portal Provides Easy Access to Resources and Tools

The AICPA’s Personal Financial Planning Section recently launched a resource to help members add value to new, existing or growing personal financial planning practices or wealth management firms.


The PFP Practice Portal features information on technology, regulations, networking groups, the PFS credential, professional responsibilities, education and practice management. It also includes Forefield Advisor, a client education and communication tool that enables CPAs to deliver current, concise and compliant resources to their clients. The content is written by CPAs, attorneys and other subject matter experts.


The portal can be accessed 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.