Latest Articles

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September 3, 2013 

The baggage-free CFO: 5 ways to profit

Recently we did a survey of the Mergers & Acquisitions (M&A) professionals who use The Sellability Score and asked them what makes a business attractive to an acquirer. The M&A experts said businesses that have a management team in place are much more attractive to buyers than owner-dependent companies.

John Warrillow

weddingbands

August 29, 2013 

IRS to Recognize Same-Sex Marriages

The Internal Revenue Service and the U.S. Department of the Treasury today ruled that same-sex couples will be treated as married for federal tax purposes, as long as they were legally married in jurisdictions that recognize their marriages.

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August 29, 2013 

The In-Firm Annual IT-Security Employee Briefing

Most organizations today assume that their IT personnel do an adequate job of protecting the firm’s network and data by implementing and monitoring firewalls, keeping their operating systems/applications up to date, and mandating password changes on a scheduled basis.

Roman Kepczyk

 2013 Review of Thomson Reuters Planner CS

August 29, 2013 

2013 Review of Thomson Reuters Planner CS

Best Fit: Firms using the Thomson Reuters CS Professional Suite that can benefit from the integration between Planner CS and the suite’s tax preparation and document management products. Strengths Capable to producing projections for an unlimited number of years Integration with several components of the CS Professional Suite Many options for customizing reports and graphs...…

 2013 Review of BNA Income Tax Planner

August 29, 2013 

2013 Review of BNA Income Tax Planner

Best Fit: Firms with clients requiring complicated tax planning across multiple states and firms that take advantage of its web-based capabilities (such as accessing the program from multiple computers and/or locations). Strengths Only planning product among those reviewed with mobile apps and web-based administrative tools. Imports tax data from several popular tax preparation programs Many...…