WEALTH MANAGEMENT PFP CLASSES 2.0 http://pfp.aicpa.org/Events/PFP+and+PFS+Web+Seminars.htm Visit this site from the AICPA’s Personal Financial Planning Center to register for upcoming Web seminars on sophisticated IRA and AMT strategies and overcoming common challenges in PFP practices. Through the Web seminar format, participants can interact with fellow financial
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Information management and technology assurance
Test Your Information Security IQ
Information security is a dynamic field and, although accounting professionals have become much savvier on the subject, keeping track of the latest best practices can be a daunting task. How current are you? Take this quiz on information security basics to find out. 1. Because no single antivirus program
Managing IT in a Downturn
During an economic downturn, the impact of good governance of information technology is magnified. CFOs managing IT under current conditions would benefit from keeping these action items in focus. Monitor the progress of the actual IT budget compared to the approved budget. Beware of variances, such as planned
Smart Stops on the Web
TECHNOLOGY TRY BEFORE YOU FILE www.tryxbrl.org This collaboration between EDGAR Online, a business and financial information provider, and RR Donnelley, a print services company, can help you get up to speed on XBRL and interactive data. Track it in real time with the countdown clock, which ticks off
Streamline shortcuts by engaging the desktop toolbar
I confess to being a shortcut freak. After all, why search through folders when you can open the file you want with just one mouse click? However, I am finding that the Quick Launch toolbar, as good as it is, is becoming somewhat limiting because I quickly run out
Web Syndication Using RSS
» Key to Instructions To help readers follow the instructions in this article, we used two different typefaces: Boldface type is used to identify the names of icons, agendas and URLs. Sans serif type shows the names of files and the names of commands and instructions that users should type into
Accelerate editing of complex formulas in Excel
Many of the formulas in my spreadsheets are long and complicated. When I need to make an adjustment, I could click on the Formula bar and edit the formula in the target cell, but I prefer to keep my fingers on the keyboard—using the F2 key instead to give
Check the speed of your Internet service
» Key to Instructions To help readers follow the instructions in this article, we used two different typefaces: Boldface type is used to identify the names of icons, agendas and URLs. Sans serif type shows the names of files and the names of commands and instructions that users should type into
Accounting for Second Life
Jump to Web exclusives: Training in Second Life Now a Virtual Reality Second Life Trailblazers EXECUTIVE SUMMARY Second Life is a virtual world with education, public relations, and economic implications. CPA Island is the center of the public accounting profession in Second Life. At a minimum, CPA Island presents a
Interstate Mobility and the CPA Tax Practitioner: It Does Apply to You
Which of the following statements is true about CPA tax practice? Interstate licensing requirements apply only to CPAs who perform attest services. Tax return preparation, tax planning services and tax advocacy are not the practice of public accounting so can be performed wherever needed without an authorization to practice. A
Data Engine Chugging Along
The cornerstone of the IRS’s efforts to modernize its computerized return-processing system is progressing in capacity and performance, the IRS said in a news release. The Customer Account Data Engine (CADE) had handled more than 15 million individual tax returns by March 7 in the 2008 tax filing season, more
Consider the alternatives to Microsoft Office 2007
I need to upgrade my office computers, but I dread the thought of having to switch to Vista and Microsoft Office 2007. I tried out the software, and I’m convinced it’s not for me. Aside from the expense, it’s too complicated; I’m uncomfortable with the applications. I’m told they’re
Fast way to create an e-mail distribution list
I have a large e-mail list of business contacts in an Excel spreadsheet. When I send some of them an e-mail, I really don’t want to copy and paste each one into Outlook’s To … box. Is there some easy way to plug them into a list? There are
XBRL
The SEC launched a Web page that enables investors to more easily read, analyze and compare the information provided by mutual funds related to fund cost, risk and past performance. The Mutual Fund Reader follows on the SEC’s new rules that permit mutual funds to voluntarily provide information to
Could You Give Up E-Mail?
Source: Pew Internet & American Life Project, www.pewinternet.org.
XBRL
n The SEC launched a Web-based tool called Financial Explorer to help investors analyze the financial results of public companies. The tool, which uses XBRL, allows investors to automatically generate financial ratios, graphs, and charts depicting important information from financial statements. Users can also compare information including earnings, expenses, cash flows,
Government
n FASAB has issued Technical Release 8, Clarification of Standard Relating to Inter-Entity Costs, and Technical Release 9, Implementation Guide for Statement of FASAB 29: Heritage Assets and Stewardship Land. TR8 provides guidance to federal entities on three aspects of full costing specified in SFFAS 4: (1) guidance on costs that
Smart Stops on the Web
EMPLOYEE BENEFITS BUILDING HR KNOWLEDGE www.hrtools.com Choose the “Insight” tab at this HR portal to access blogs and articles from seasoned HR professionals, including Jennifer Blanchard’s “Generation Y” column. As a new feature, content is organized by broad category, such as benefits and compensation, staffing or legal compliance, then more
A Global Standard for Professional Ethics
EXECUTIVE SUMMARY Standard setting organizations in more than 100 countries have adopted the International Federation of Accountants’ (IFAC) Code of Ethics for Professional Accountants, while others are in the process of converging with the code. The code applies to professionals in public practice, business, academia and government. The IFAC code’s
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
From The Tax Adviser
April 30, 2026
Current developments in taxation of individuals: Part 2
April 30, 2026
Hedge funds: Tax structuring, planning, and compliance
March 31, 2026
Current developments in taxation of individuals: Part 1
March 31, 2026
