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June 8, 2017 

The Tax Blotter – June 2017

Who says taxes aren’t fun? This column is devoted to interesting tidbits, legislative developments and amusing news in the world of taxation. At the very least, it will keep you informed and, at best, it might illicit a chuckle of bring smile to your lips

Ken Berry, JD

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June 8, 2017 

The Evolving World of Outsourced Payroll

Companies that choose to outsource one or more functions must always consider both the costs and benefits of doing so. No one-size-fits-all answer works for most small business clients. Rather than trying to offer such a solution, we believe it is ...

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June 8, 2017 

Who Should Bear the Risk of Client Retention?

The key to a successful operation of an accounting or tax practice is client retention. That is true after the purchase of a practice but, in fact, that is true for any practice. All firm owners must be able to retain clients in order to survive and ...

 The Top Tax Mistake on 401(k) or IRA Inheritances

June 7, 2017 

The Top Tax Mistake on 401(k) or IRA Inheritances

Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can take the money from that retirement account in one big lump sum, no matter how young you are, but that will trigger a tax bill – probably a ...

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June 7, 2017 

Why Your Firm’s Social Media Needs Your Employee’s Engagement

I frequently get pulled aside by C-level executives from professional services firms who secretly reveal that they really don’t want their employees showing their expertise on social media. Why? Because they don’t want them to be poached by competitors or headhunted by executive recruiters. This is especially true on LinkedIn. But here’s the thing. Our...…

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June 7, 2017 

4 Money Issues Couples Should Agree On

Spouses often harbor different opinions on a variety of subjects. From the style of clothes and haircuts they like on each other to the TV shows they watch every evening, marriage requires plenty of compromise.