AICPA volunteer earns PFP Distinguished Service Award


Ted Sarenski, president and CEO of Blue Ocean Strategic Capital LLC in Syracuse, N.Y., received the AICPA 2013 Personal Financial Planning Distinguished Service Award.

The award recognizes a member volunteer who contributes significantly to the advancement of personal financial planning as a practice discipline.

Over the past decade, Sarenski has served on the Personal Financial Planning Executive Committee and on the National CPA Financial Literacy Commission. He chairs the PFP Section’s Elder Planning Task Force, wrote The CPA’s Guide to Social Security Planning, and was a key contributor to the PFP Section’s consumer guide to end-of-life planning. An advocate for more CPAs entering financial planning, he speaks at conferences across the country on Social Security, retirement planning, and elder planning, and he contributes annually to a workshop to help CPAs add personal financial planning services to their practices.

SPONSORED REPORT

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.

FEATURE

Maximizing the higher education tax credits

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