Scholarship funds cover conference expenses for emerging financial planner

Jeremy Weaver, CPA/PFS, a financial planner and investment manager with PlanFIRST Inc. in Greenville, S.C., received the 2015 P. Thomas Austin Personal Financial Planning Division Scholarship. He was recognized for his work providing estate planning services for families with special needs children in the Greenville area.

The P. Thomas Austin Scholarship is awarded each year by the AICPA to a CPA with five to 15 years' experience who practices estate planning or is a member of an estate-planning organization. It was established in 2010 to honor Austin, who chaired the Advanced Estate Planning Conference for three decades and is now chair emeritus. The scholarship covers the cost of attending the AICPA Advanced Estate Planning Conference as well as the related travel expenses.  


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.


Tips for first-year auditors

For a new auditor, the first busy season can be an exciting time and a fantastic opportunity for professional growth. Here are suggestions for new auditors and those who nurture their development.