Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
September 10, 2015
Free Whitepaper on Tax Planning for Profit
“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results. Download Whitepaper Here.
September 10, 2015
Surprise: College Students Not As Financially Prepared As They Think
The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...
September 10, 2015
Jobs Report Shows Growth in All U.S. Regions in August
The ADP National Employment Report reported that total U.S. private sector employment increased by a total of 190,000 jobs from August to September.
September 10, 2015
Expense Management Systems Save Time And Money
Expense management software can prove beneficial to employees as well. No more waiting for two weeks while the report is processed and a reimbursement check issued. With current software, that turnaround time is now around 1-3 days.
September 10, 2015
Tips for Businesses to Defend Against Hackers
The U.S. Government Accountability Office conducted a review this year that concluded government computers, and those of contractors that work for the government, face “an evolving array of cyber-based threats.”
September 10, 2015
2015 Review of Thomson Reuters Tax Planner CS
Planner CS is part of the CS Professional Suite of tax products from Thomson Reuters. Part of the CS Professional Suite of tax, accounting and practice management applications. Planner CS offers full integration with other Thomson Reuters while also ...
September 10, 2015
2015 Review of CCH ProSystem fx Planning
ProSystem fx Planning is part of the ProSystem fx Suite of products from CCH. ProSystem fx Planning integrates with other CCH tax products. ProSystem fx Planning can also be used as a stand-alone product. While not currently available as an online ...
September 10, 2015
2015 Review of BNA Income Tax Planner
BNA’s Tax Planner is available as either a desktop product or as web-based software, which is hosted by Bloomberg BNA. BNA’s user interface has a menu bar at the top of the screen that offers access to various program functions.
September 10, 2015
2015 Review of Drake Tax Planner
Drake Tax Planner is a good fit for firms that have less complicated tax planning needs. Designed for both individuals who wish to map out their own tax plan, as well as firms providing tax planning services, the product offers straightforward tax ...
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.
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 ...
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 ...