Latest Articles

generational divide 1  57e98ade4cf89

September 26, 2016 

Bridging the Generational Divide in Accounting Firms

Whether you own an accounting firm or small business, or you simply manage or lead a team, you have many different types of people you work with. Though each of the generations certainly has its own style, overgeneralizing can be dangerous—and cause ...

cybersecurity

September 26, 2016 

A Practical Approach to CPA Firm Cyber Security

The cyber-threat landscape has evolved considerably over the last 5 years into something that most small CPA firms find overwhelming. And, if they don’t find it overwhelming they aren’t paying attention. Attacks are no longer just email viruses that ...

CEO Process Improvement Down 1  57d85c3bf293a

September 26, 2016 

The Path to Process Improvement

Lean Six Sigma is a proven method for systematically eliminating actions that do not add value. While the methodology originated in manufacturing, the core concepts are successfully applied in accounting firms as well. Firms that complete Lean Six ...

Arianna Campbell

 New Filing Deadline for Forms W-2 and 1099-MISC

September 26, 2016 

New Filing Deadline for Forms W-2 and 1099-MISC

Every tax year brings a variety of changes, whether forms are updated or regulations have changed. This year marks a particularly important year for filers, as the deadline for submitting Form W-2 to the SSA and Form 1099-MISC to the IRS has changed significantly. Beginning in 2017, for the 2016 reporting year, filers must send...…

 Mortgage Rates Drop Slightly

September 26, 2016 

Mortgage Rates Drop Slightly

Mortgage rates moved modestly lower this week, with the benchmark 30-year fixed mortgage rate slipping to 3.62 percent, according to Bankrate.com's weekly national survey. The 30-year fixed mortgage has an average of 0.20 discount and origination points

Chirs Hamilton 11 1  57e95e81188f5

September 26, 2016 

Christopher Hamilton, MBA – 2016 20 Under 40 Superstar Honoree

Christopher Hamilton, MBA Group Product Manager, Global Leader of ProAdvisor ProgramIntuit Mountain View, CAhttps://quickbooks.intuit.com/accountants/proadvisor/   Q&A: Aside from the accounting websites, which blog/website do you consider a must-read? I enjoy reading The Economist to catch up on the latest news globally. I’m also passionate about technology and have a number of tech blogs in my daily rotation, including Stratechery which dives...…

clinton and trump 1  57728675694cf

September 23, 2016 

Clinton Proposes Major Hike to Estate Tax

The proposal to boost estate taxes was posted on Clinton’s campaign website. She hasn’t commented on it publicly, but the move is consistent with other efforts aimed at increasing the tax burden for the wealthiest individuals.

iManage 20226x226 1  57e44f718f538

September 22, 2016 

New Version of iManage Offers Enhanced Document Tools

One of the new features in Records Manager is a migration toolkit to assist customers that want to migrate from products like Autonomy Records Manager or OpenText Records Management, LegalKEY that have reached end-of-life or do not currently have a ...

boys and girls club logo3 1  57e44ed6f1d40

September 22, 2016 

Accounting Firm Partner Recognized for Work With Boys & Girls Club

The Boys & Girls Club of Central Orange Coast will honor Wayne Pinnell, managing partner of Irvine, Calif.-based accounting firm Haskell & White and his wife, Karen, with the prestigious DreamMaker Award at its annual Be Great Gala on Saturday, Oct. 8 ...

 House Passes Bill Unifying State Withholding Tax Rules

September 22, 2016 

House Passes Bill Unifying State Withholding Tax Rules

The bill addresses long-time problems that have been plaguing both employees and employers. Employees who travel to other states temporarily on business are required to file personal income tax returns for those states. Likewise, employers must deal ...