Personal Financial Planning


The Institute, the AICPA Foundation, the National Endowment for Financial Education and the American Red Cross jointly published Disasters and Financial Planning: A Guide for Disaster Preparedness, which CPAs can use to help consumers obtain insurance and take other loss-mitigation steps before a catastrophe occurs. “Protecting the public interest is CPAs’ primary mission,” said AICPA Director of Financial Planning Anat Kendal, “and this guide will help us fulfill it.” The publication is available online at www.redcross.org/services/disaster/beprepared/finrecovery/finplan and from Red Cross chapters nationwide.

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

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Maximizing the higher education tax credits

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