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

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 and the cap on the deductibility of state and local taxes.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.