Latest Articles

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September 15, 2016 

2016 Review of Income Tax Planning Systems

If taxes remained the same from year to year, there would be no need for tax planning. But as a professional, you know how valuable tax planning is; for your clients and for your bottom line. For your clients, effective tax management can often ...

Mary Girsch-Bock

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September 14, 2016 

2016 Review of Drake Tax Planner

Ideal for smaller firms that have less complex tax planning needs, Drake Tax Planner is part of Drake Tax Software, and is included at no additional charge, and offers a completely integrated tax preparation and planning system.

Mary Girsch-Bock

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September 14, 2016 

2016 Review of Intuit Lacerte Tax Planner

Ideal for small to mid-sized firms, Lacerte Tax Planner, from Intuit, offers an easy to use tax planning product that is well suited for those looking for a stand-alone product, as well as those wishing to integrate with other Intuit financial products.

Mary Girsch-Bock

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September 14, 2016 

2016 Review of Thomson Reuters Planner CS

Thomson Reuters Planner CS : https://cs.thomsonreuters.com/planner Best Fit: Firms of any size that are currently or planning to use CS Professional Suite of applications with gain the most benefit using Planner CS. Product Strengths: Product offers excellent integration with other CS Professional Suite of applications Excellent report customization and built-in word processing capability Numerous deployment...…

Mary Girsch-Bock

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September 14, 2016 

2016 Review of CCH ProSystem fx Planning

Part of the CCH ProSystem fx Suite of applications from Wolters Kluwer Tax and Accounting, CCH ProSystem fx Planning offers users solid integration with other Wolters Kluwer tax products. CCH ProSystem fx Planning can also be used as a stand-alone ...

Mary Girsch-Bock

 2016 Review of BNA Income Tax Planner

September 14, 2016 

2016 Review of BNA Income Tax Planner

BNA Income Tax Planner, from Bloomberg BNA, is one of several tax and accounting applications designed for accounting professionals. The product offers quick start options and instructional worksheet templates and also offers top-notch online security ...

Mary Girsch-Bock

Tax Tips for Schedule C Filers 1  54986ceb23dc8

September 13, 2016 

4 Tax Tips for Small Business Owners

Since you can't get away from taxes, the best thing to do is be prepared for them. If you own a small business, taxes become a bit more complicated, but there are several ways to make sure tax time is less stressful.

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September 13, 2016 

Webinar Series Coaches Accountants On Building An Advisory Practice

Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...

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September 13, 2016 

3 Advantages to Working Even After Retirement

A recent Pew Research Center study showed that the percentage of Americans 65 and over still employed is on the rise, having reached 18.8 percent as of May, up from 12.8 percent in 2000.