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August / September 2016

August/Septemeber 2016 Issue

Top 5 Tax Issues for Retirement

Sidney Kess, CPA, J.D., LL.M.

Retirement is life changing in so many ways, and it is different for different people. For some it means downsizing and relocating. For others it means reduced work schedules, ceasing...

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White Paper Showcase

How to Get More Local Clients

CPASiteSolutions 8 2016When people search Google for a service provider, over 85% don’t look past the first page of results. Written for busy accountants, this whitepaper walks you through the basics of local search engine optimization and provides tips that you can put to use today to increase your rankings and get your firm in front of more prospective clients.

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Tax Strategies

Top 5 Tax Issues for Retirement

Sidney Kess, CPA, J.D., LL.M.

Retirement is life changing in so many ways, and it is different for different people. For some it means downsizing and relocating. For others it means reduced work schedules, ceasing...

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Client Tax Tip

Contribute An Extra $1,000 to Your IRA and An Extra $6,000 t…

Julie Welch, CPA, CFP

If your client is age 50 or older, he or she may be able to contribute extra amounts to their retirement plan. While these are called “catch-up” contributions, a taxpayer...

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Financial Planner

Department of Labor Releases New Regulations on Overtime Rul…

Jerry Love, CPA/PFS, CFP, CVA, ABV, CITP, CFF, CFFA

It has taken the Department of Labor (DOL) almost two years to release the final regulations requested by President Obama. The DOL press release announcing the final regulations indicates: “This long-awaited...

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Feature Stories

Updating Your 1040 Tax Software

Joshua Fluegel

A CPA’s practice thrives on creating a process and then optimizing it for speed and efficiency. The striving for this goal could lead many to neglect a possibly aging technological...

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Editor Blog

Tax Resolution Services Prove Valuable

T. Steel Rose, CPA, ACS Editor

Tax Resolution is a fascinating way to expand your firm as long as you don’t overpromise expected results. CPAs, attorneys and EAs are in a unique position. Only these credentialed...

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Technology Advisor

What is Fog Computing?

Rick Richardson, CPA, CITP, CGMA

By now, you've probably heard of cloud computing. That’s where companies rent shared software, computers, and storage instead of buying and installing it all themselves in private data centers. They...

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Tax Checklist

Practice Management Tips on Serving as Monitor for Aging Cli…

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

CPA practices, large and small, should retool to capitalize on new services the aging population will demand. The nature of services must change because CPAs, as the trusted adviser, will...

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