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 9, 2015
Time’s Running Out to Comment on DOL Proposed Rules
The DOL's proposed changes would double the salary requirement to qualify for the executive, administrative and professional exemptions.
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.
September 9, 2015
New Personal Finance Book Focuses on “The Sisterhood of Money”
Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.
September 9, 2015
How To Prevent Long Term Care From Destroying Life Savings
Baby Boomers, retiring at a rate of roughly 10,000 per day, may have unrealistic notions about what their future long-term care needs could do to their bank accounts.
September 9, 2015
Tax Planning Helps Bring Strategy to Tax Season – 2015 Review of Tax Planning Systems
With over 50 tax provisions on the table to be extended through the end of 2016, it’s definitely not too early to begin planning scenarios on how those provisions, if passed, will affect your client’s tax liability.
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.
September 8, 2015
Most Latino Business Owners Expect to Pass Business on to a Family Member, Says Study
The study reported that Latino business owners feel a strong sense of responsibility to their families and communities but tend to lack financial confidence and knowledge to put plans in place to ensure they can continue to provide for them.
September 8, 2015
How the Supreme Court’s Ruling on Healthcare Tax Credits Impacts Small Businesses
Had the premium tax credits been struck down, individuals who elected to purchase health insurance through a federally established marketplace would have no longer been eligible to receive a premium tax credit.
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.
September 8, 2015
Accounting Salaries To Rise 4.7% in 2016
Among the five fields tracked, the technology sector is projected to see the greatest pay gains, with base salaries rising an average of 5.3 percent. Accounting and finance roles followed, with anticipated average compensation increases of 4.7 percent.
September 8, 2015
Profits Up At U.S. Accounting Firms
Have profit margins, as measured by equity partner profits as a percent of revenue, been declining at firms over the last 10 years or so?
September 8, 2015
How to Get Cool Free Stuff at Accounting Conferences and Tradeshows
Often you will have an opportunity to ask questions during a walking tour presentation, and you can do so feeling more like a student in a class than someone who's worried about whether or not you'll be able to keep your credit card in your pocket.