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March 8, 2012 

2012 Review of CFS Tax Software, Inc. – CA & NY Sales Tax Preparer

CFS Tax Software, Inc. – CA and NY Sales Tax Preparer   – 6399 www.taxtools.com 800-343-1157     Best Fit: Preparers responsible for small and mid-sized businesses with multiple locations and reporting requirements in California or New York. Strengths: Very easy to use, and includes automatic system updates Built-in e-filing and payments to California Reports, forms,...…

Isaac M. O'Bannon

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March 7, 2012 

A Look Inside the 2nd Annual Thought Leader Symposium

In mid-February, the second annual Thought Leader Symposium launched in Dallas at the Omni Mandalay with a focus on core issues affecting the profession. This group is comprised of seasoned professionals that live and breathe practice management, technology, and best practices everyday…so there’s definitely something to learn here.

Darren Root, CPA, CITP, CGMA

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March 7, 2012 

2012 Review of Sales and Use Tax Compliance Systems

SU Tax Intro – April 2012  I’ve written about the volatility and challenges of sales and use tax compliance for more than 10 years and, despite movements like the Streamlined Sales Tax Initiative and increased efforts from states to recoup lost tax revenues for their battered budgets, I’ll probably be writing about sales taxes for...…

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March 3, 2012 

The New ‘Fru’

As professionals, it is very easy to have all of our attention taken by the realities of today. The changes in tax laws. New best practices. The needs of our clients. But the reality is that we must also watch the more general trends in society and how they will affect us.

Dave McClure

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March 3, 2012 

How Secure is Your Paperless Process?

Whether using an online service for general data backup and recovery purposes, or using other paperless document utilities, such as online document management systems or workflow productivity tools, there are several security issues that users should be aware of.

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March 3, 2012 

Managing Partner 101 — Just What Exactly is the Job?

  By Gary Adamson, CPA Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just...…

Gary Adamson

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March 3, 2012 

Demystifying the IRS

  Simplifying IRS representation services by partnering with the right technology. From the April 2012 Digital Issue. Lisa Richards has been in the tax and accounting game for many years, so she is more than aware of the time investment and frustration that can come with working with the IRS.“Handling IRS issues for clients has...…

Kristy Short, Ed.D.

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February 28, 2012 

And Now…The Dirty Dozen

The IRS recently released its annual “Dirty Dozen” for 2012, a list of tax schemes that taxpayers should be aware of to avoid falling victim to identity theft and return preparer fraud.

Taija Sparkman

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February 27, 2012 

The Purpose of Mobile Technologies

If you are ready to go mobile, but your clients are not, then you have a decision to make: will you begin the long process of changing your client base, or will you stay behind while all other firms move to become mobile?

Jason Blumer