IRS May 29, 2026
IRS Increases Health Savings Account Limits for 2027
The IRS on Friday released its annual inflation-adjusted amounts for health savings accounts for calendar-year 2027, with across-the-board increases.
October 6, 2011
Back to the Basics: Internet Searching 101
How good are you at searching for things online? Do you generally find what you need quickly, or does it sometimes take what seems like an eternity to finally realize success? Even worse, do you occasionally give up? If you’re not in the first group above, you have something in common with today’s college students....…
October 6, 2011
The ABCs of Capturing Best Practices
We’ve all seen the statistics that point to the incredible brain drain that will occur in the accounting profession over the next decade, and most firms have experienced the loss of a key person that left the firm, taking with them key knowledge or experience that the firm wishes they would have captured. Without a...…
October 6, 2011
How Creative Service Begets Proper Pricing
Last month, we dove into Daniel Pink’s book, “A Whole New Mind: Why Right-Brainers Will Rule the Future.” We learned how six new senses he identified in his book are changing how the Western world does their work. As a refresher, these six new senses are Design, Story, Symphony, Empathy, Play and Meaning. Employing our...…
October 6, 2011
Accountant Programs That Can Help You Plan
Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…
October 6, 2011
Intuit Lacerte Tax Planner
800-765-7777 www.lacertesoftware.com 2011 Overall Rating 4.5 Best Fit Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System...…
October 6, 2011
Thomson Reuters – Planner CS
800-968-8900 www.cs.thomsonreuters.com 2011 Overall Rating 4.75 Best Fit With tight integration among the tax preparation, research, document management, portals and other solutions from Thomson Reuters, Planner CS is best suited to users of the vendor’s CS Professional Suite, but can also be valuable as a stand-alone system. Strengths Includes tax code for federal &...…
October 6, 2011
BNA Software – BNA Income Tax Planner
800-424-2938 www.bnasoftware.com 2011 Overall Rating 5 Best Fit Practices offering individual income tax planning services to clients with varying needs, up to and including high net worth individuals with significantly complex income channels and assets. Strengths Intuitive interface & navigation Comprehensive tax calculations & analyses Up to 20 side-by-side comparisons Excellent reporting & graphical...…
October 6, 2011
CCH, a Wolters Kluwer business — ProSystem fx Planning
800-739-9998 www.cchgroup.com 2011 Overall Rating 4.25 Best Fit Full-service accounting professionals using the integrated ProSystem fx Suite to serve broad client bases. Strengths Excellent integration with ProSystem fx Tax & Engagement Up to 30 side-by-side cases Ease-of-use Potential Limitations Plans limited to four years of projections Aside from exporting into other...…
October 5, 2011
Gadget Season is Near!
Every year around this time I receive a variety of demo gadgets and information on technologies that span the spectrum of being useful for business, as well as those geared toward personal entertainment, hobbies and sometimes just peculiar things. I include them in our annual Holiday Gift Guide, which runs in our December issue and...…
October 5, 2011
How the Texas State Fair is Like Accounting Practice Management
There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country - and I’ve been going every year since I was very young.
October 5, 2011
RedGear Technologies — TaxWorks Tax Planner
800-230-2322 www.taxworks.com 2011 Overall Rating 4 Best Fit Firms using TaxWorks who want to expand into tax planning as a client service offering, or want a simple add-on tool for performing quick projections. Strengths Easy to use Adjustable inflation projection Inexpensive Integration with TaxWorks Potential Limitations Generally basic planning capabilities Limited report customization...…
October 5, 2011
Tax Planner Included with All-Inclusive Drake Tax Suite
800-230-2322 www.DrakeSoftware.com While most other tax software developers offer tax planning for an additional annual fee, Drake Software has gone with an all-inclusive approach to its entire professional tax compliance suite. The suite provides 1040, 1040NR, 1041, 1065, 1120, 1120S, 706, 709, 990 and 990PF preparation, support for all states with income taxes, and unlimited...…