Latest Articles

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September 16, 2014 

New Online System Streamlines Form W-9 Management

Track1099, which makes online wage reporting and delivery systems, has introduced TrackW9, the first online W-9 management tool designed for tax professional teams. As part of the move to paper-free, collaborative back offices, TrackW9 helps streamline...

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September 16, 2014 

Intuit Lacerte Tax

Serve the widest range of clients with support for multistate, K-1s, consolidated corporations and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500.

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September 16, 2014 

Kelly O’Neil – 2014 40 Under 40 Honoree

Kelly O’Neil, CPA, IFRS Lead Managing DirectorCBIZ MHM, LLC & Mayer Hoffman McCann P.C.Los Angeles   To what extent have you and your practice/company embraced cloud computing? Our number one concern as accountants and auditors of large companies’ financial data is security. We utilize portal to securely transmit documents and communicate important engagement deadlines and...…

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September 16, 2014 

How to Increase Savings and Preserve Retirement Accounts

A new survey assessing financial wellness programs in the workplace reveals that the combination of financial education with employee lending solutions significantly increases employees’ ability to save money and reduces instances of borrowing from 401(k) retirement accounts when faced with financial emergencies. The survey also shows that employees taking advantage of these programs are more...…

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September 16, 2014 

AICPA Urges Congress to Act on Tax Extenders

The American Institute of CPAs (AICPA) is urging Congress “to immediately address the fifty-seven tax provisions that expired at the end of 2013 and the six tax provisions that expire at the end of 2014.” Congress began consideration of extenders legislation earlier this year, the AICPA wrote in its September 15 letter, but “America’s businesses...…

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September 16, 2014 

Payroll Vault to Hold Annual Conference Sept. 21-23 in Colorado

Cloud-based payroll service provider Payroll Vault will hold its annual franchise conference at the Inverness Hotel in Englewood, Colorado, September 21-23. The conference serves as an education forum where Payroll Vault franchisees from across the countr

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September 16, 2014 

Order Up: Clarifying Tax Deductions for Business Meals

Where the IRS is concerned, there’s no such thing as a free lunch. However, your clients may be able to deduct costs of certain meals, including lunches, if they meet the tax law requirements. Generally, write-offs for such meals are limited to 50% of the