Technology June 16, 2026
FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.
July 26, 2016
As the final weeks of summer tick away, back-to-school sales are ramping up and it's time to think about getting those kids back in the classroom. It's also a good time to think about a variety of tax breaks and deductions available for qualifying ...
July 25, 2016
There are two sides of the reality distortion field. The positive is that it demonstrates how someone can bend reality in such a way that a difficult or impossible task is made to appear possible. The dark side is that people with this trait are so ...
July 25, 2016
One of the most chronic complaints of clients that leave their CPA to find another is their former CPA’s lack of communication. So if there is a tool that can both help you communicate more in a leveraged, time-saving way while also warming up ...
July 25, 2016
Accounting software maker Sage has announced the next stage of Sage’s strategic partnership with Salesforce. The company also announced new partnerships with TomTom Telematics and U.S. Bank.
July 25, 2016
Sage also announced at Sage Summit a series of strategic alliances with market leading global software businesses. These aggregated routes to market dramatically extend the reach and coverage of the Sage Ecosystem.
July 25, 2016
The study compared average credit scores in the 25 most populous metropolitan areas, adjusted for differences in age, income, education and strength of the local economy.
July 25, 2016
Generally, the IRS says that the value of lodging furnished to an employee may be excluded from taxable wages only if it meets the following three conditions. (Different tests may apply to lodging furnished by educational institutions.)
July 25, 2016
Life insurance is essential for many families, but employees often find it difficult to set aside funds for this purpose, especially in peak spending years when they are raising their kids. Fortunately, an employer may provide some relief by providing ...
July 25, 2016
If there’s one thing we all have in common, it’s that no one enjoys filing taxes. But, according to recent studies, millennials feel particularly anxious about the annual process.
July 22, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
July 22, 2016
There have been a number of red-letter changes to date in 2016, most notably with respect to state sales tax rates, eliminating exemptions, and remote sales tax laws. More are sure to follow during the second half of the year.
July 21, 2016
The bad news is, if you are paying more than $2.5k per year in student loan interest, the excess is not deductible and cannot be carried forward. Also, if you are making more than $65k per year, the deduction begins to phase out, and if you are making ...