Scholarship funds cover conference expenses for emerging CPA

Keith VanHoy, tax partner with Nichols, Stopp & VanHoy LLC, received the 2014 P. Thomas Austin Personal Financial Planning Division Scholarship.

The scholarship is awarded each year to a CPA who has five to 15 years of experience and either practices estate planning or is a member of an estate planning organization.

The Institute established the scholarship in 2010 in honor of Austin, who chaired the Advanced Estate Planning Conference for three decades. It covered the registration fee and travel expenses of an emerging CPA to attend the 2014 Advanced Estate Planning Conference


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.