Menu

August / September 2016

Fall 2016 Issue

Tax Strategies for Windfalls

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

Individuals may have financial windfalls because of a variety of occurrences. Some windfalls result from good fortune, such as winning the lottery or selling a business, while others result from...

MORE

White Paper Showcase

Ten Best Practices for Successful Accounting Websites

CPASiteSolutions 9 2016 imageEffective web design is a bit like dating. You want to put your best foot forward, but there are so many decisions to be made. Some are obvious – parachute pants are NOT flattering – and others are more difficult – should I have my financial services listed on individual pages or just one? Learn the do’s and don’ts of website design and download the whitepaper: 10 Best Practices for Creating Great Accounting Websites.

Get the guide now >

Tax Strategies

Tax Strategies for Windfalls

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

Individuals may have financial windfalls because of a variety of occurrences. Some windfalls result from good fortune, such as winning the lottery or selling a business, while others result from...

MORE

Client Tax Tip

Tactics to Use When Preparing 1040s

Julie Welch, CPA, CFP

Be Alert for Digital Documentation Now that companies are going digital, many W-2s and Form 1099s are available digitally. This is a blessing since they may be more readily available when...

MORE

Financial Planner

What is a Credit Score?

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

This is a question on many people’s minds. A few years ago consumers were trained to monitor their credit report. However, now consumers are seeing commercials asking, “Do you know...

MORE

Feature Stories

Finding and Maintaining New Clients

Joshua Fluegel

Individuals and businesses put great thought into what must be done to preserve income from the government. Lest the world forget, tax professionals are making sure citizens are receiving their...

MORE

Editor Blog

Identity Theft: Response Plan

T. Steel Rose, CPA with Joshua Fluegel

In this information age, identity theft is no longer something you merely hear about on the news in the evening. Most people know someone who has had either a credit...

MORE

Technology Advisor

The PC Industry Needs to Evolve or Prepare for Extinction

Rick Richardson, CPA, CITP, CGMA

PCs are on almost every desk in the world and the installed base is measured in the hundreds of millions. Brian Krzanich, Intel’s latest CEO, recently announced a massive layoff...

MORE

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...

MORE

Tax Checklist

Checklist: 1040 Planning Idea

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

√ MULTI-GENERATION CRT Blended families are common, perhaps the norm (only about 20% of family units are comprised of traditional intact families). For many of these clients portability solves any estate...

MORE