Batty Honored as Top PFP Contributor


Robert W. Batty, CPA/PFS, received the Distinguished Service Award in January at the Personal Financial Planning (PFP) Technical Conference in Orlando. Batty is president and managing shareholder of Batty, Erlandsen & Associates, PS. He served on the AICPA PFP division’s executive committee and as chairman of its practice subcommittee. PFP committee chairman James Mitchell presented the award as Anat Kendall, AICPA director of financial planning, looked on.

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Tax reform complicates year-end tax planning

Get your clients ready for tax season with these year-end tax planning strategies, which address how to make the most of recent tax law changes, such as the new deduction for qualified business income, the higher standard deduction, and the cap on the deductibility of state and local taxes.