Top PFP Contributor Named


Steven I. Levey, CPA/PFS, received the 2005 Distinguished Service Award from Michael M. Eisenberg, Personal Financial Specialist (PFS) Credential Committee chair, and Joel H. Framson, Personal Financial Planning (PFP) Executive Committee chair, at the 2006 AICPA National PFP Conference in San Diego. The award recognized Levey’s contributions to the profession and extensive volunteer work on behalf of the AICPA, including his chairing of the 2005 and 2006 annual PFP conferences. Levey is CEO and managing director of GHP Horwath PC, a public accounting and business consulting firm in Denver, a member of the AICPA National Accreditation Commission and a former member of the PFP Executive Committee (1996–1998) and the JofA Investment Outlook Advisory Board (1997–1998).

SPONSORED REPORT

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.

FEATURE

Maximizing the higher education tax credits

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