Latest Articles

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September 10, 2015 

9 Essential Tips for Managing Remote Workers

While the benefits of greater staff autonomy typically outweigh the potential disadvantages, managers need to adjust their strategies to make things work when team members are offsite. Here are some do’s and don’ts of managing remote workers.

Paul McDonald

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September 10, 2015 

Prepare for the Remote Worker

As the number of companies offering workplace flexibility and remote work arrangements continues to grow, the likelihood that your firm will get the request to work outside the office (or already has) is quite high. Ensuring that you’re prepared for ...

Jim Boomer

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September 9, 2015 

Case Shows When a Taxpayer Can’t Use Home Sale Tax Exclusion

Assuming the client meets all the requirements of Section 121 and the gain doesn’t exceed the allowable limits, the federal income tax bill is zero. Right? Not always. As a new case handed down by the Eighth Circuit Court illustrates, a taxpayer may ...

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September 9, 2015 

Doc.It Wins Two Awards from K2 Enterprises

Every year the leadership team at K2e identifies select companies and presents their Quality Awards. Doc.It is proud to announce they have been awarded with K2 Enterprises Overall Quality Award and the Technical Support Award.

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September 9, 2015 

2015 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

 The Core Phases of a Sound Financial Plan

September 8, 2015 

The Core Phases of a Sound Financial Plan

Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.