Goodman earns award for PFP service

Michael Goodman, CPA/PFS, founder of Wealthstream Advisors Inc., received the 2014 Personal Financial Planning Distinguished Service Award.

The award is given annually to a member whose volunteer efforts have made significant contributions to growth and advancement in the area of personal financial planning.

An active member of the AICPA for more than nine years, Goodman has served on the Institute’s PFP Executive Committee, Investments Committee, Financial Literacy Commission, and the PFP Conference Committee. As chair of the PFP Conference Committee from 2009 to 2012 and an active member of the committee since 2006, he helped to advance the conference by enhancing the agenda and attracting top industry speakers. He also assists the AICPA in the development of the profession’s future as a member of the PFP Executive Committee Next Generation Task Force.


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.