Breaking News

IRS seeks membership nominations for the 2025 Internal Revenue Service Advisory Council

Peter J. Scalise

On Thursday, April 18th the Internal Revenue Service announced that it is now accepting applications for the 2025 Internal Revenue Service Advisory Council (hereinafter “IRSAC”) through May 31, 2024, including nominees for a newly created subcommittee focused on fairness issues. The IRSAC serves as an advisory body to the IRS commissioner...

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Marital Dissolution Planning and Crowdfunding

Divorce Taxation

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

When couples split up, it’s still common for one party to make support payments to the other. Sometimes this continues until the death of the party receiving support; sometimes it...

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The Bottom Line

Tax Strategies

Marital Dissolution Planning Post TCJA

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

The IRS reports that nearly 600,000 taxpayers claimed an alimony deduction on their 2015 returns (the most recent year for statistics) (https://www.irs.gov/pub/irs-soi/soi-a-inpd-id1703.pdf). The Tax Cuts and Jobs Act of 2017...

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Feature Stories

Tax Court Upholds Strict Adherence to Requirements for IRS P…

Kathleen M. Lach

A recent decision issued by the U.S. Tax Court in Graev v. Commissioner 1 could prove pivotal in cases where a practitioner has requested abatement of penalties for their client...

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Financial Planner

Understanding Pay Options with the new DOL Regulations

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

This article is a follow up to the prior article which highlights the new regulations for the Fair Labor Standards Act (FLSA) from the Department of Labor (DOL) raising the...

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Client Tax Tip

How Interest Can Be Deducted When Money is Borrowed to Buy I…

Julie Welch, CPA, CFP

If a taxpayer borrows money to purchase investments, such as mutual funds, bonds or stock, the interest paid on the loan can usually be deducted. There are two limitations, however...

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Editor Blog

CPAs Wanting to Do It Themselves

Joshua Fluegel

In its ongoing effort to stay on the forefront of developments in tax profession technology, CPA Magazine talks to Mark Strassman, president of Make My Day CPA. Strassman discusses CPAs’...

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Tax Checklist

Non-Grantor Trust Planning Tips Benefit Many Clients

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

Why You Must Understand the New Planning Benefits of Non-Grantor Trusts The 2017 Tax Act dramatically changed tax planning. In the new tax environment, there are a number of significant income...

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Accounting
 

Blackline Systems
BlackLine Financial Close Suite
www.blackline.com

 

CaseWare International
Working Papers
www.caseware.com

 

 CCH, a Wolters Kluwer business
CCH Axcess
www.CCHGroup.com/axcess

 

 Expensewatch.com
ExpenseWatch.com
www.expensewatch.com 

 

Foundation Software
Foundation Construction Accounting Software
www.foundationsoft.com

 

Industry Specific Software
ISS Construction Manager
www.iss-software.com

 

John Wiley & Sons, Inc.
Textbooks, Journals, Professional
Publications, CPA prep, etc.
www.wiley.com/accounting

 
 

Pro Systems
CMI Fixed Assets Software
www.cmifixedassets.com

 

RealEasyBooks Inc.
Small Business Accounting Software
www.ezreb.com

 

Red Wing Software, Inc.
CenterPoint Accounting and Payroll Software
www.redwingsoftware.com

 
 

Right Networks
Hosted Desktop
www.rightnetworks.com

 
 

Sage Accountants Network
Product Solutions, Support and Benefits
www.sageaccountantsnetwork.com

 
 

Viewpoint Construction Software
Viewpoint V6 Software
www.viewpointcs.com

 
Business Management  
 

ADP
Run Powered by ADP Payroll for Partners
www.accountant.adp.com

 
 

Blytheco
Business Software Solutions
www.blytheco.com

 
 

Property Boss Solutions
Property Management Software
www.propertyboss.com

 

TaxCoachSystem.com
Tax planning software, marketing tools and community meeting
www.taxcoachsystem.com

 

The Rainmaker Companies
Firm Wide Growth Strategies
www.therainmakercompanies.com

 
Cloud Accounting  
 

Acumatica
Acumatica Cloud ERP
www.acumatica.com

 
 

Right Networks
Hosted Desktop
www.rightnetworks.com
Right Networks is the leading provider of hosted applications for accounting fi rms. Right Networks is exclusively resold by both Intuit and Thomson Reuters.

 
 

Swizznet
Cloud Accounting and QuickBooks Hosting
www.swizznet.com | This email address is being protected from spambots. You need JavaScript enabled to view it.
888-794-9948
The premier Citrix cloud accounting and Intuit- Authorized QuickBooks Hosting provider – offering the fastest mobile and online solution for accessing your accounting applications anytime, anywhere.

 
 

Trintech
Cadency
www.trintech.com

 
Computer & Network Support  
 

 

AppRiver

Email &Web Security Services

www.appriver.com  
 
Construction & Accounting  

 

 

eTEK Construction Systems

eTEK International
www.etek.net 

 

 

 


Builder Information System

Management Information Control Systems
www.bissoftware.com 

 

 
CPE  

 

Professional Education Services
Quality CPE Courses
www.mypescpe.com 

 

 
   
Document Management
 

Conarc
iChannel
www.conarc.com
770-849-0508 ext. 7116
This email address is being protected from spambots. You need JavaScript enabled to view it.
iChannel: Integrated Document Manager, CRM, Email Manager, Secure Email, Client Portals and Tax Workflow. Link to Engagement, Tax, Scan, Practice, Caseware and XCM.

2009-ichannel marketing docs-graphics f-graphics-ichannel by conarc logo 300 dpi cmyk-06252009 1020am
Electronic Signature  

 

cPaperless
CPA SafeSign
www.cpaperless.com 
This email address is being protected from spambots. You need JavaScript enabled to view it. 
800-716-2558 x120
CPA SafeSign is the only Electronic Signature product for tax and accounting. E-Sign 8879, Engagement Letters, Consent Forms, W-9, Audit Rep Letters and much more!

 

 
   
Financial Planning  

Leimberg & LeClair
NumberCruncher
www.leimberg.com 
610-924-0515
Helping Professionals Help Others! with NumberCruncher, the leading estate and financial planning software. NumberCruncher, is a powerful easy-to-learn and use, estate and fi nancial planning software.

 
Financial Planning Services  

 

Clarity Software
Retirement, Distribution & Estate Planning
Software
www.pendcalc.com 

 

 
 

MasterPlan Financial Planning Software
MasterPlan: The Analyst
www.masterplanner.com 

 
Financial Statements  

KISS Computer Company

Net Worth Express
PRO Edition
www.networthexpress.com
888-848-8105
Net Worth Express PRO Edition allows you to compile a Personal Financial Statement based on GAAP. Include a compilation report, provided with the program, or by creating your own custom report.

 
Fixed Assets  

 Pro-Ware
Asset Keeper Pro
www.proware-cpa.com 

 
Human Resources & Payroll  

Paymate Software
Clarity
www.paymatesoftware.com 

 
Not For Profit  

Araize
Fast Fund Online
www.araize.com  

 

Blackbaud
The Financial Edge
www.blackbaud.com/financialedge  

 

Cougar Mountain Software
Denali Fund Accounting
www.cougarmtn.com 
Cougar Mountain Software has provided accounting solutions to nonprofit and commercial businesses for over 30 years. Our team of business and accounting experts provide personalized service.

 

 

Serenic Software
Serenic Navigator
www.serenic.com 
This email address is being protected from spambots. You need JavaScript enabled to view it.
Serenic Software now offers three editions of their flagship Serenic Navigator accounting software, satisfying requirements of nonprofits and NGOs around the globe, regardless of size or complexity.

 

 
Payroll  

 

ADP
Run Powered by ADP Payroll for Partners
www.accountant.adp.com
This email address is being protected from spambots. You need JavaScript enabled to view it. 
855-408-3751
Organizations of all sizes trust ADP’s proven expertise and technology for their employer needs – from recruitment to retirement – including payroll, tax, HR, benefits administration, and talent management.

 

 

 

Advanced Micro Solutions
1099-Etc
www.1099-etc.com

 

BenefitMall
Payroll Services
www.benefitmall.com

 

 

CheckMark

CheckMark Payroll Software
www.checkmark.com 

 

 

 

Cheque-Mate Payroll Solutions
Insta-Pay Payroll
Software for Accountants
www.chequemate.com
50 states, EFTPS, E-File, Direct Deposit, Unlimited Deductions, Multiple Pay Rates & Departments, PTO, Workers Comp/Benefits Integration, Exports to QB, CSV, Import T&A, Print Checks

 

 

 

Cyma Systems
Cyma Financial Management System
www.cyma.com 

 

 

 

Greatland
Winfiler
www.greatland.com
This email address is being protected from spambots. You need JavaScript enabled to view it. 
800-968-1099
Greatland, the W-2 and 1099 specialist, offers an extensive array of products to meet all W-2 & 1099 filing needs for accountants and small businesses.

 

 

 

Netpay Plus+
Human Resources Outsourcing & Payroll Services
www.netpayplus.com 

 

 

 

NP Systems
Complete Payroll System
www.npsystems.com 

 

 

 

Payroll4Construction.com
Payroll4Construction.com
www.payroll4Construction.com 
Payroll4Construction.com is a payroll service provider just for construction. They offer standard processing services plus track multiple states, localities, jobs, and pay rates; provide free certified payroll and construction reporting; and handle fringe management.

 

 

 

PenSoft
PenSoft Payroll
www.pensoft.com 

 

 

 

Precision Payroll
Payroll Service Bureau
www.precisionpayroll.net 

 

 
Practice Management  

 

Accounting Practice Sales
CPA Practice Sales and Purchases
www.accountingpracticesales.com
214-295-9565

 

 

Office Tools Professional
Practice Management Software
www.officetoolspro.com 

 

 

TaxCoach System
TaxCoach Membership
www.taxcoach.com 

 

 

 

 

TPS Software
TPS Time and Billing
www.tpssoftware.com 

 

 
Practice Sales  

Accounting Practice Sales
CPA Practice Sales and Purchases
www.accountingpracticesales.com
This email address is being protected from spambots. You need JavaScript enabled to view it.
214-295-9565
Accounting Practice Sales is the largest marketer of tax and accounting firms in North America. We help buyers and sellers achieve their dreams.

 APS
   
Professional Liability Insurance  

 

Herbert H. Landy Insurance Agency 
Accountants Professional Liability Insurance
www.landy.com
781-292-5417

 

 

 

Mitchell & Mitchell Insurance Agency
AICPA Professional & Employment
www.mitchellandmitchell.com 

 

 
   
QuickBooks Add-ons  

 

Alterity
ACCTivate! Inventory & Distribution
Managemetnt Software
www.acctivate.com/CPA14 

 

 

 

PDG Software
PDG Commerce Webstore w/QuickBooks Sync
www.pdgsoft.com 

 

 

Swizznet
Cloud Accounting and QuickBooks Hosting
www.swizznet.com 

 

 

Upland Software
Timesheet.com
www.tenrox.com 

 
Tax Preparation  
 

CFS Tax Software, Inc.
Tax Tools
www.taxtools.com 

 
 

TaxACT
TaxACT Preparer’s 1040 Edition
www.prep.taxact.com 
800-573-4287

 
 

Liberty Tax Service
Tax Practice Franchise Opportunity
www.libertytaxfranchise.com 

 
 

Petz Enterprises
CrossLink Professional Tax Software
www.crosslinktax.com
This email address is being protected from spambots. You need JavaScript enabled to view it. 
800-345-4337
CrossLink is the industry’s leading tax software solution for high-volume retail tax businesses and has been putting customers first since 1974.

 
 

Tax-Print
Tax-Print Free 1099
www.tax-print.com 

 
 

TaxSoftware.com
Taxsoftware.com iPad and Windows 8 apps
www.taxsoftware.com 

 
 

Tenenz
Low Cost High Quality Tax and Accounting Products
www.tenenz.com 
800-888-5803
For over 40 years, Tenenz, Inc. has offered highquality, low-cost products and services to tax and accounting professionals across the U.S.: Client newsletters, tax folders, envelopes, forms, web sites and more.

 
 

Thomson Reuters Tax & Accounting
Ultra Tax CS
www.CS.ThomsonRueters.com/UltraTaxCS  

 
Tax Research  

 

Bloomberg BNA
Tax and Accounting Center
www.bna.com/tax 
This email address is being protected from spambots. You need JavaScript enabled to view it. 
800.372.1033
Bloomberg BNA is the foremost source of tax and accounting research, news, practice tools, and guidance for tax attorneys, CPAs, corporate tax managers, estate planners, and financial accountants. Our comprehensive tax research service covers a wide variety of federal, state, and international tax, as well as estate planning, and financial accounting best practices.

 

Tax Materials
TheTaxBook Series: Fast-answer tax reference books
www.thetaxbook.com 

 
Time & Billing  

BQE Software
BillQuick
www.bqe.com
866-945-1595

 

ProVantage Software
Time & Billing/Accounting Software
www.provantagesoftware.com 

 

 

TPS Software
TPS Time and Billing
www.tpssoftware.com 
This email address is being protected from spambots. You need JavaScript enabled to view it. 
888-877-2231
TPS Time & Billing has been serving accounting professionals for 14 years with a full featured, but simple to use and affordable, practice management solution.

 

 

Upland Software
Timesheet.com 

www.tenrox.com 
This email address is being protected from spambots. You need JavaScript enabled to view it. 
855-944-PLAN (7526)
Timesheet.com is an award winning cloud time management solution that automates project time tracking, time and labor for payroll, project costing, and client building.

 

 

 
Trust Accounting  

Delta Data
Trust Accountant
www.deltadatatrust.com  
deltadatatrust.com
888-760-8039
Trust Accountant™, considered the premier trust accounting program in its price range, is a real-time trust and probate accounting software program designed to enable CPAs and attorneys, etc. to easily and cost-effectively manage fiduciary accounts.

 
Workflow  

Conarc
iChannel
www.conarc.com
This email address is being protected from spambots. You need JavaScript enabled to view it. | 770-849-0508 ext. 116
iChannel: Integrated Document Manager, CRM, Email Manager, Secure Email, Client Portals and Tax Workflow. Link to Engagement, Tax, Scan, Practice, Caseware and XCM.

 2009-ichannel marketing docs-graphics f-graphics-ichannel by conarc logo 300 dpi cmyk-06252009 1020am

 

Sure Prep
1040SCAN, SPbinder
www.sureprep.com  

 

 

XCM Solutions
XCM Workflow Management Software
www.xcmsolutions.com 

 
Write-Up  

 

Greatland
Winfiler
www.greatland.com 

 

 

PC Software Accounting, Inc.
Client Write Up
www.pcsai.com 
800-237-9234
Our Client Write Up program was rated 2nd behind QuickBooks in CPA Practice Advisor’s Reader’s Choice Survey - 7 years in a row. Sophisticated Reports – yet very fast and easy-to-use. Great Interfaces including QB. We can also convert your existing CWU data (even from old DOS systems!) We are owned, programmed, and supported in the United States and very reasonably priced.

 

 

 

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