January 1, 2018
Tax Pro Shows Hidden Benefits of 2018 Tax Reform Law
There are so many cool things that you can do with this new tax law. I will be updating you on more of them soon.
December 14, 2017
The Top Five Benefits of Outsourced Accounting
Today’s business owners are facing greater expectations when it comes to financial transparency and government compliance. All too often, businesses are juggling day-to-day responsibilities alongside more complex and time-consuming tasks such as finance, accounting, compliance, internal audit, and risk management. They are simply trying to do more with fewer resources.
December 13, 2017
The Carlyle Group to Acquire Employee Benefits and Payroll Services Provider BenefitMall
Currently, BenefitMall partners with a network of 20,000 Brokers and CPAs to deliver employee benefits and payroll services to more than 200,000 small and medium-sized businesses.
December 3, 2017
New Tax Reform Law Restricts 401(k) Contributions
An amendment to the Senate version of the sweeping new tax reform bill hinders the ability of older Americans to build up their retirement funds on a pre-tax basis.
September 14, 2017
Tax Experts Predict Cuts for 2018: Estimated Tax Brackets
Bloomberg BNA opened a window onto next year’s tax planning landscape with the release of its 2018 Projected Tax Rates, a detailed and comprehensive projection of inflation-adjusted tax items based on changes in the consumer price index (CPI), which ...
September 7, 2017
How to Assess the Health Care and Financial Needs of Solo Clients
Research shows a large segment of individuals age 65 and over will require one or several types of long-term care help, especially the ones without nearby family. The 2010 U.S. Census reports close to 27 percent of the senior population live at home ...
August 15, 2017
Four Tips for Maximizing Your Clients’ Education Benefits
If you have clients with college age children, now may be a good time to refresh your knowledge about the various tax education benefits that are available and the strategies for making the most of them. Here are four tips that can help you determine ...
July 13, 2017
The Benefits of a Hybrid Accounting Solution for Accountants and Bookkeepers
When it comes to accounting software, desktop software has served accountants and bookkeepers well and will continue to do so for quite some time. However, just as other professions have already done, accounting and bookkeeping is moving to the cloud.
June 28, 2017
Thomson Reuters to Host 19th Annual EBIA Advanced Cafeteria Plans and Benefits Conference
Thomson Reuters will host its 19th annual EBIA Advanced Cafeteria Plans and Benefits Conference on July 12-14, 2017 in La Jolla, CA. The three-day event is designed for benefits professionals to learn about advanced compliance issues for employer ...
June 12, 2017
New Federal Budget Would Cut Retirement Benefits of Federal Workers
The full budget for the upcoming fiscal year – which kicks off on October 1, 2017 – was released on May 23. It includes $3.6 trillion in cost reductions over the next decade. Significantly, the proposals include seeping changes in the federal ...
May 22, 2017
Is 70 the New Retirement Age?
Is 70 becoming the new retirement age? According to a recent CareerBuilder survey, 30 percent of U.S. workers ages 60 and older plan to retire at age 70 or older. Another 20 percent don't believe they will ever be able to retire.
May 22, 2017
Apps We Love: Insurance Tools
When you’re thinking about your insurance needs, where do you turn? We wondered if there were apps to help us and started doing some research. Here’s what we found, with the help of some of our members of the CPA Practice Advisor community.