Latest Articles

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April 19, 2016 

11 Steps for a More Effective Accounting Firm Website

You know the importance of your firm’s website. It is, after all, the first experience many of your clients and prospects have of your firm and staff. Whether you currently have a site, or have allowed it to lapse, there are some key factors to ...

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April 18, 2016 

Bill Would Simplify Income Tax Filing

The “Tax Filing Simplification Act of 2016” requires the IRS to develop a free service for filing tax returns directly with the federal government and prohibits the nation’s tax collection agency from entering into agreements restricting the use of ...

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April 18, 2016 

New Calculator Helps People Plan Financial Goals

The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...

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April 18, 2016 

How to Turn Post Tax Season Into Business Valuation Season

A thorough “business cleaning” much like a seasonal housecleaning can provide a business owner with a more efficient operation, a better sense of risk and a plan for the future, whether it’s oriented toward aggressive growth or a four-day workweek.

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April 18, 2016 

Sales Tax Record Keeping Requirements for Retailers

Clients who don’t adhere to state record keeping requirements run the risk of being penalized by auditors. The exact rules and penalties vary from state to state, but it is definitely in your clients’ best interests to stick to the letter of the law.

Ken Berry, JD

Collaborative Leadership 1  5703ccb606f3a

April 18, 2016 

Collaboration + Leadership = Success

The greatest leaders surround themselves with tremendous talent on their leadership team. They understand their own unique abilities and the areas where they fall short. They look for individuals who can complement their strengths and minimize their ...

Jim Boomer

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April 18, 2016 

ITA Announces New Member Firms During 2016 Spring Collaborative

The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, is announcing a full roster of new members this week during ...

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April 17, 2016 

A Quick Tax Fix for Vacation Home Rentals

The basic rules are as follows: The income you realize from a vacation home rental is generally taxable, but you can offset the tax liability with deductions for expenses attributable to rentals, including mortgage interest, property taxes, insurance ...

 Congress Wants More Control Over IRS

April 15, 2016 

Congress Wants More Control Over IRS

Congress may have more to say about how the IRS “runs its business” in upcoming years. Four new bills marked up and passed on April 13 by the Ways and Means Committee, the tax-law writing body of the House, would dictate IRS certain practices, if enacted.