Latest Articles

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May 18, 2018 

Sageworks Acquired by Private Equity Firm AKKR

Sageworks' flagship product, ProfitCents, brought to market in 1998 and based on a proprietary artificial intelligence system, was originally designed to convert financial numbers into plain language to help business owners understand their financial ...

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May 17, 2018 

Intuit Announces ‘Connect to PayPal’ Integration

Transactions retrieved by Connect to PayPal are shown in the banking section of QuickBooks, so the import process is entirely visible, instead of "behind the scenes" as with the old Sync to PayPal app. Further, attempts to record transfers more than ...

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May 17, 2018 

3 Benefits of Flexible Workplace Arrangements

While 82 percent of U.S. workers surveyed say the ability to work from anywhere at any time allows them to maintain a healthy work-life balance, more than half (62%) still prefer to work in the office — and this number is even higher among young ...

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May 16, 2018 

Is there Pay Disparity at Your Firm?

Should pay be transparent or forbidden to be discussed? Eighty-two percent of employers said there should be transparency of pay in the U.S., and 42 percent of employers said that proposed legislation that prohibits employers ...

Isaac M. O'Bannon

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May 16, 2018 

9 Ways to Manage Capital Gains

Investors want to rebalance or reduce their exposure to stocks without creating a large tax bill. We specialize in tax-efficient portfolio management and can help you minimize the taxes you will pay. Here are 9 ways to manage your investment taxes more...

Scott Stratton

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May 16, 2018 

How to Really Thank Your Team After Tax Season

Many firms have a bonus structure in place to financially reward employees, but that’s not enough. More than a nice gesture, going above and beyond — much as your workers have done since at least January — when showing appreciation is a must to keep ...

Paul McDonald

 Supreme Court Clears Way for States to Legalize Sports Gambling

May 16, 2018 

Supreme Court Clears Way for States to Legalize Sports Gambling

In states where gambling will be authorized, the standard reporting rules will apply. For starters, amounts that you win from gambling activities are included in your taxable income. Generally, payments of $600 or more in a year are reported on Form W-2G.