Latest Articles

Quickbooks-online1

March 19, 2018 

2018 Review of QuickBooks Online – AR Functions

Intuit QuickBooks Online www.quickbooksonline.com From the 2018 reviews of AR systems. In its relatively short life, QuickBooks Online has quickly become a small business favorite. Designed for the small business owner, QuickBooks Online offers the anytime/anywhere flexibility lacking in its desktop version. Scalable, with three online versions available, QuickBooks Online can be used by freelancers...…

Gita Faust

 2018 Review of PaySimple – AR Functions

March 19, 2018 

2018 Review of PaySimple – AR Functions

PaySimple www.paysimple.com From the 2018 reviews of AR systems. Designed for the online entrepreneur, PaySimple offers simple payment processing capability, automating the billing, processing, and deposit of all payments. PaySimple easily processes electronic check processing, debit and credit card payments, eChecks, and ACH transfers, along with recurring billing. PaySimple can also track invoices along with...…

Mary Girsch-Bock

retirement_accounts_1_.54820248615b0

March 18, 2018 

April 1 Deadline for Retirement RMDs

Taxpayers who turned age 70½ during 2017 must start receiving required minimum distributions (RMDs) from Individual Retirement Accounts (IRAs) and workplace retirement plans by Sunday, April 1, 2018.

cybersecurity

March 18, 2018 

Is Your PTIN for Sale on the Dark Web?

Cybercriminals sometimes post stolen EFINs, PTINs and CAF numbers on the Dark Web as a crime kit for identity thieves who can then file fraudulent tax returns. EFINs are necessary for tax professionals or their firms to file client returns electronically.

Career Ladder 1  58f7ba00eb936

March 16, 2018 

Don’t Leave it to Luck — 3 Proven Ways to Land Your Dream Accounting Job

March 17 is a day that is easily recognized by most Americans as St. Patrick’s Day. It is a day in which many partake in joyous festivities, all things green and the superstition of good luck charms. For job seekers, the holiday may inspire the need for a four-leaf clover to bring success to their...…

IRS Website 1  5aaace72c9197

March 15, 2018 

If You Owe Taxes, the IRS Makes it Easy to Pay Electronically

Taxpayers must file their 2017 tax returns by April 17, 2018, or request a six-month extension. Extensions can be requested using Free File, by filing Form 4868 or by paying all or part of the estimated income tax due and indicating that the payment ...

Financial_apps_tablet_55d62086ab656

March 14, 2018 

Whatever You Do, Do NOT Forecast!

As financial advisors, we are tasked with the responsibility of creating an environment where business owners can carefully develop a strategy for taking their coming year to the next level. In the title, I said, “do NOT forecast.”

Justin Hatch

Danatha Doe 55f6f5844b32a

March 14, 2018 

An Interview with Danetha Doe: The Money Mentor

An interview with Danetha Doe of Danetha Doe Consulting. Doe has been named a "next-generation" accountant by QuickBooks, a "business influencer" by Xero, and a top 40 Under 40 accounting professional by CPA Practice Advisor.

 Canopy Feature Update: Centralized, Integrated Document Management

March 14, 2018 

Canopy Feature Update: Centralized, Integrated Document Management

You deal with files all day, every day, and because of that, your experience should be as seamless and hassle-free as possible. So, we’ve upgraded our document management to better fit your workflow needs. Here’s what’s new. Centralized File Access Canopy now includes global files and a global inbox, which means you’ll have a centralized...…

stephen hawking 1  5aa89c8b34dea

March 14, 2018 

Renowned Scientist Stephen Hawking Dies

The British press is reporting that Stephen Hawking has died. “Stephen Hawking, the brightest star in the firmament of science, whose insights shaped modern cosmology and inspired global audiences in the millions, has died aged 76.  His family released a statement in the early hours of Wednesday morning confirming his death. Hawking’s children, Lucy, Robert...…

 IRS Provides Guidance on Section 965 Transition Tax

March 14, 2018 

IRS Provides Guidance on Section 965 Transition Tax

The Tax Cuts and Jobs Act requires various taxpayers that have untaxed foreign earnings and profits to pay a tax as if those earnings and profits had been repatriated to the‎ United States. The new law outlines details on the tax rates, and certain ...