Article

estateplanningpic_1_.541aea309ca43

February 7, 2018 

Estate Planning and the 2018 Tax Reform Law

For most practitioners the estate tax hasn’t come into play for many years. Instead of eliminating the estate tax, the estate tax exemption has been raised to $11 million for an individual, and $22 million for a married couple that elects portability.

Craig Smalley

internet sales tax 1  54c6b4365023d

February 7, 2018 

Changes Coming to Use Tax Reporting

If sales tax is not charged at the time of sale, states expect use tax to be paid to the state in which the good is used or consumed. However, given the complexities of the many different variations of local and state tax laws, it’s no surprise that ...

Dean Pearson

Firm Automation

February 6, 2018 

5 Qualities to Differentiate Your Accounting Firm

The days of thinking that “process” is something that only low-level staff and administrative staff work on are over. Those days should’ve been over ten years ago, but they’re definitely over today. In future-ready firms, process is a core strategic ...

Dustin Hostetler

An Accountant 1  57868fd0c8756

February 6, 2018 

The Secret Lives of Accountants

Over the centuries, accountants have been fashionistas, inventors, and spies. They fight crime, write books, and uphold the law. The more one learns about accountants, the more surprises one uncovers. Secret lives, indeed.

Gail Cole

sexual harassment complaint 1  58c19dc901c68

January 30, 2018 

Sexual Harassment – What’s Happening?

The sexual harassment incidents that arise in today’s ordinary workplace are usually more mundane than the outrageous conduct reported recently involving the Hollywood set and some in the halls of Congress. The most frequently reported complaints ...

Richard D. Alaniz, JD

capital-partners1_10843156

January 16, 2018 

Buying Out Retiring Partners

Many firms focus first on the financial terms of the buyout as the most critical issue. While this is important (and discussed below) it pales in comparison to assuring you have competent replacement partners in place and a strong transition plan for ...

Terry Putney

 The Tax Blotter – Jan. 2018

January 4, 2018 

The Tax Blotter – Jan. 2018

Timing is everything in taxes and the new tax law —the Tax Cuts and Jobs Act -- is no exception. Generally, the provisions for individuals take effect in 2018, but there are several interesting wrinkles.

Ken Berry, JD