Article

ThomsonReuters_image

April 23, 2016 

2016 Review of Thomson Reuters – UltraTax CS

The UltraTax CS system from Thomson Reuters offers extensive tax compliance and practice management tools that enhance firm workflow. It can be used independently but is at its most productive and efficient when used as a central component of the CS ...

Isaac M. O'Bannon

intuit blue 104551591 11359533 1  5706a35738126

April 23, 2016 

2016 Review of Intuit – Lacerte Tax

For nearly 35 years, the Lacerte Tax professional tax system has provided tax professionals with compliance and practice management tools and features that streamline tax production and workflow. The comprehensive system is available in packages that ...

Isaac M. O'Bannon

valuation 56b8af5f6237a

April 18, 2016 

How to Turn Post Tax Season Into Business Valuation Season

A thorough “business cleaning” much like a seasonal housecleaning can provide a business owner with a more efficient operation, a better sense of risk and a plan for the future, whether it’s oriented toward aggressive growth or a four-day workweek.

635919331396009275 Taxes 1  56fd4895e4c2f

April 18, 2016 

Sales Tax Record Keeping Requirements for Retailers

Clients who don’t adhere to state record keeping requirements run the risk of being penalized by auditors. The exact rules and penalties vary from state to state, but it is definitely in your clients’ best interests to stick to the letter of the law.

Ken Berry, JD

Collaborative Leadership 1  5703ccb606f3a

April 18, 2016 

Collaboration + Leadership = Success

The greatest leaders surround themselves with tremendous talent on their leadership team. They understand their own unique abilities and the areas where they fall short. They look for individuals who can complement their strengths and minimize their ...

Jim Boomer