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.
August 25, 2011
What Are the Best Tools for You & Your Clients?
Listen to Darren and Randy discuss the benefits of some new technology equipment and hardware … as well as new cloud solutions that could be helpful to your firm and your small business clients. You’ll learn more about: MacBook Air 2 Big changes in the phone market Canon’s 150 series scanners Asus UX21 – Thinnest...…
August 25, 2011
What About Tablets Now?
Suddenly, it may be that the emperor is not wearing any clothes.
August 25, 2011
Tapping into the Payroll Revenue Stream
Abandoning old biases, Manning transformed payroll from a hassle into a hellavalota opportunity and future profit. For years, Sean Manning, CPA and president of Manning & Company, PC, held fast to the notion that payroll was more of a pain than a profit-surging service. And he wasn’t alone — most practitioners felt the same way…
August 25, 2011
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…
August 24, 2011
The 5 Stages of Social Media (Grief) Acceptance
Social media websites like Facebook, Twitter and LinkedIn have been around for several years now, and we’ve covered the subject as it relates to professional tax and accounting firms several times. But a recent Forbes article (10 Myths about Social Neworking for Small Business) reminded me that even when faced with sound logic, adaptation can...…
August 23, 2011
What You Need to Know about Moving Your Firm to the Cloud
Join Randy Johnston and Darren Root on the latest episode of Tech2Go as they discuss moving your firm to the cloud. Tech2Go is a fast-paced roundtable monthly podcast featuring discussion with CPA Practice Advisor Executive Editor M. Darren Root, CPA.CITP, and regular columnist Randy Johnston. These thought leaders and their special guests tackle current...…
August 23, 2011
In A Rocky Market, When To Rebalance?
Smart investors have long understood the value of rebalancing — bringing their mix of stocks, bonds and other assets back in line on a regular basis. But this article from SmartMoney asks when the markets threaten to throw that mix out of whack on a daily basis, what’s an avowed rebalancer to do? Read full...…
August 22, 2011
Caution In The Cloud: 5 Concerns To Consider
Over the past several months, I’ve had the chance to assess the issue of computing “in the cloud,” both in terms of the benefits and the drawbacks. So far, the benefits outweigh the drawbacks. But this is a very fluid situation that will require some strong due diligence and more than a little caution. Cloud...…
August 22, 2011
A Look at Change Management
Don’t miss the latest episode of TaxPrepPartner2Go, where Executive Editor Darren Root visits with Raj Kapur, Executive Vice President, The Center for Project Management, about how to effectively make changes in your firm. Sponsored by SurePrep CPA Practice Advisor has teamed with SurePrep to bring you a monthly podcast series — TaxPrepPartner2Go (TPP2Go) —...…
August 19, 2011
RedGear Technologies — TaxWorks Tax Planner
800-230-2322 www.taxworks.com The Tax Planner module from RedGear, the makers of TaxWorks, is designed to work with that specific tax system, providing several years’ of scenario planning for federal and state taxes, with support for all common tax treatments. However, the program can also be used as a stand-alone utility. RedGear offers program updates throughout...…
August 19, 2011
Intuit — ProLine Lacerte Tax Planner
800-765-7777 www.lacertesoftware.com The Intuit ProLine Lacerte Tax Planner is a tool for developing customized tax scenarios to help tax and accounting professionals estimate the tax impact of proposed future transactions. The planner allows tax professionals to advise clients on how best to minimize tax liabilities using known and projected tax rates, rules, income and familial...…
August 19, 2011
CCH, a Wolters Kluwer business — ProSystem fx Planning
800-739-9998 www.cchgroup.com ProSystem fx Planning provides comprehensive scenario-based income tax planning features in a system that can be used as a stand-alone program or as an integrated part of the ProSystem fx Suite of professional tax and accounting products. The program includes support for all tax treatments, including regular, AMT and capital gains, with extensive...…