Toolkit aims to help firms with change

CPA firms are preparing to experience significant disruption over the next few years as technology, succession issues, and other factors will change the marketplace.

During a presentation at the AICPA spring Council meeting in New Orleans, AICPA Vice President—Firm Services & Global Alliances Mark Koziel, CPA, CGMA, described what it takes to become a high-performing firm of the future. The AICPA Private Companies Practice Section (PCPS) has created a Firm inMotion toolkit that provides a road map for that transition.

The toolkit is available 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.