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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The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.

From The Tax Adviser

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