AICPA volunteer earns PFP Distinguished Service Award

Ted Sarenski, president and CEO of Blue Ocean Strategic Capital LLC in Syracuse, N.Y., received the AICPA 2013 Personal Financial Planning Distinguished Service Award.

The award recognizes a member volunteer who contributes significantly to the advancement of personal financial planning as a practice discipline.

Over the past decade, Sarenski has served on the Personal Financial Planning Executive Committee and on the National CPA Financial Literacy Commission. He chairs the PFP Section’s Elder Planning Task Force, wrote The CPA’s Guide to Social Security Planning, and was a key contributor to the PFP Section’s consumer guide to end-of-life planning. An advocate for more CPAs entering financial planning, he speaks at conferences across the country on Social Security, retirement planning, and elder planning, and he contributes annually to a workshop to help CPAs add personal financial planning services to their practices.


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.