Latest Articles

retirement_accounts_1_.54820248615b0

October 20, 2017 

2018 Retirement Plan Dollar Limits

The IRS has announced the 2018 cost-of-living adjustments (COLAs) with respect to retirement plan limits. Many limits, which are adjusted by reference to Code Sec. 415(d), are changed for 2018 since the increase in the cost-of-living index met the ...

 Defining Reasonable Compensation for Business Valuation Purposes

October 20, 2017 

Defining Reasonable Compensation for Business Valuation Purposes

Many variables can make providing a defensible, rational estimate of reasonable compensation extremely challenging when a valuation analyst is conducting a business valuation, according to Kevin Yeanoplos, CPA/ABV/CFF, ASA, Director of Valuation ...

passwordsecurity1_10639613

October 20, 2017 

Apps We Love: Password Managers

There was a time when I wanted all my passwords to be the same, but that was way way back when we weren’t so worried about identity theft and hackers. So it’s time to move into the 21st century and learn about options for password management.

Gail Perry

TrickOrTreat2017 HorizontalMap 59e504320374e

October 20, 2017 

Which Cities Are Best for Trick or Treaters?

Every October Zillow identifies the best cities and neighborhoods for trick-or-treaters looking to score the most candy in the least amount of time. Zillow economists ranked cities based on home values, the share of population under 10 years old and ...

Real Estate Investment Trust REIT 1  59aeade1c5ed0

October 20, 2017 

The Most Overlooked Tax Deduction by Real Estate Owners

The IRS has provided real estate owners with a juicy tax deduction. The de minimis safe harbor election is an annual tax return election that permits a taxpayer to deduct, as ordinary and necessary business expenses, purchases of items that would normally have to be capitalized. Yet this advantageous election is often overlooked by taxpayers....…

Joseph Mecagni

sharefile_rgb_high_dc5pkogyuh0cg_cuf

October 20, 2017 

2017 Review of Citrix ShareFile

Citrix ShareFile works well with both accounting firms and other businesses that are looking for a secure way to share files. ShareFile also includes excellent document storage capability.

Mary Girsch-Bock

CCH_Axcess_Platform_Wheel

October 20, 2017 

2017 Review of CCH Axcess Portal

CCH Axcess Portal is suitable for firms of any size. The product can be used as a stand-alone portal solution, or integrated with other CCH applications for greater functionality and a more integrated solution.

Mary Girsch-Bock

client-portal1_10884461

October 20, 2017 

2017 Review of Accounting Firm Portals

Wouldn’t it be great to simply retrieve client documents in the portal, process their tax returns, upload the return to the portal for the client to access and sign, and simply efile the signed return? Wouldn’t it be great to have a repository of ...

Mary Girsch-Bock

xcentric_10148429

October 20, 2017 

2017 Review of Xcentric

Xcentric is designed specifically for CPA firms and is well suited to firms of all sizes that are interested in having a variety of tax and related programs hosted. Xcentric is scalable, with three versions of the product available, so users can easily...

Mary Girsch-Bock