Articles

  • Retirement Planning - Will You Have Enough?

    Wondering how to determine your retirement income needs and how to start saving? Unsure of the special rules that can apply to your plan if you work for the government? Find out more about these and other concerns. (Download Article)

  • Financial Planning: Helping You See the Big Picture

    Financial goals come with a price tag attached. Financial planning can help you reach your goals by evaluating your entire financial picture and outlining strategies that are tailored to your specific needs and situation. (Download Article)

  • What Every Business Owner Needs to Know About Moving to the Cloud

    Cloud computing lets you store, manage, and process your data using the Internet instead of investing in your own IT infrastructure. Here are some pros and cons of cloud computing, as well as pointers for migrating your business to the cloud.  (Download Article)

  • Estate Planning and Income Tax Basis

    Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable gain subject to income tax when the person sells the property. (Download Article)

  • The Top 10 Ways Hackers Get Around Your Firewall

    82,000 NEW malware threats are being released every single day, and HALF of cyber-attached occurring are aimed at small businesses. Learn how to protect your business from the top 10 ways that hackers get into your systems. (Download Article)

  • The Sandwich Generation: Juggling Family Responsibilities

    At a time when your career is reaching a peak and you are looking ahead to your own retirement, you might find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you have joined the ranks of the "sandwich generation". Continue reading to learn more about steps you can take to better prepare for the future. (Download Article)

  • 529s vs. the Florida Prepaid Plan - Make an Educated Decision

    Two of the most popular methods to save for college are 529 plans and prepaid tuition plans. When considering these particular options, the one you choose depends upon your needs, financial abilities. educational/career plans and other factors. (Download Article)

  • 8 Critical Security Measures for Mobile Computing

    If you allow  employees to use mobile devices – particularly  personal mobile devices – to access, store and use company data, read on about the critical security measures that you must have in place.  (Download Article)

  • 4 Things You Must Do To Protect Your Organization From Identify Theft

    While it’s impossible to plan for every potential scenario, a little proactive planning and proper network precautions will help you avoid or greatly reduce the impact of the vast majority of cyber identity theft you could experience. (Download Article)

  • What Every Business Should Know About Online Identity Theft

    Worried about online identity theft? This white paper outlines in plain, non-technical English the common mistakes that many small business owners make with their computer and network security that puts their personal information and identity at risk of being stolen. It also further explains what identity theft is, and how you can prevent it from happening to you and your business.  (Download Article)

  • GASB 72 Update

    The time to implement the GASB standard on fair value measurements has arrived. This requirement is effective for fiscal years ending June 30, 2016, and entities who utilize a GASB financial reporting framework may have concerns about implementing this new standard properly. This article will help guide you through these requirements. (Download Article)

  • 5 Critical Facts Every Business Owner Must Know Before Moving Their Network to the Cloud

    Cloud computing is growing in popularity with businesses and organizations of all sizes. But is it right for your business? This guide will help any business owner learn the pros and cons to consider before moving to the cloud, migration gotchas (and how to avoid them), the various types of cloud computing options (there are more than just one), answers to important, and frequently asked questions regarding moving some, or all, of your network to the cloud.  (Download Article)

  • The Good, the Bad, and the Ugly of Available Retirement Plans

    Retirement planning is becoming increasingly  important, as most people can’t retire on social  security benefits alone. If you’re self-employed or own a small business, however, you likely don’t  have the option of contributing to an employer-sponsored  retirement plan. And even if you  do, you might want to supplement your 401(k) savings to better finance your post-career plans. All is not lost; here’s a quick summary of the retirement plans available to you and their income and contribution limitations. (Download Article)

  • Save Time and Money by Outsourcing Your Accounting

    As your company grows, it is important to have systems in place to track your progress and provide you with sufficient data to plan your strategic growth. Many businesses grow so much in such a short time that they also outgrow their accounting processes and people. If this describes your company, it may be time for you to consider outsourcing your accounting needs – so that you can focus on nurturing your business.   (Download Article)

  • 12 Little Known Facts Every Business Owner Should Know About Backing Up Their Data

    The average failure rate of disk and tape drives is 100%, all drives will eventually fail. Additionally, only 34% of companies test their backups and, of those who do, 77% have found failures. In this guide, you will learn the seven characteristics you should demand from any remote backup service, where backups fail and give you a false sense of security, frightening trends every business owner should know and consider regarding data security, and the single most important thing to look for in a remote backup service provider. (Download Article)

  • Leverage the Benefits of Teamwork

    Roger Swanger, CPA and Partner was published in the May/June edition of CFMA Building Profits, for his jointly written article on the need for closer collaboration and teamwork among contractors and their CPAs and attorneys. (Download Article)

  • IT Buyers Guide

    This guide will help you determine what you should expect to pay for IT support for your business and how to get exactly what you need without unnecessary extras, hidden fees and bloated contracts. Read this guide to learn: the 3 most common ways IT services companies charge for their services, a common billing model that puts all the risk on you, how to make sure you know exactly what you are getting, and 21 revealing questions to ask your IT support firm. (Download Article)

  • Save Money on Real Estate Gains and Losses through the Real Estate Professional Classification

    Many real estate owners and professionals pay too much in taxes on their gains, and they do not benefit from strategies which allow them to deduct their rental losses. Learn more about the Real Estate Professional classification and the savings it provides to real estate owners. (Download Article)

  • Types of Fraud & Ways to Mitigate

    According to the 2014 Global Study of Fraud, created by the Association of Certified Fraud Examiners, 11 percent of the fraud cases examined were committed against nonprofit organizations. Understanding they types of fraud and the ways to mitigate will help prevent fraud within your organization. (Download Article)

  • 2015 Tax Extender Legislation

    Congress voted on Friday, December 18th to extend numerous expired tax provisions under the Omnibus Spending Bill, known as the Consolidated Appropriations Act of 2016. (Download Article)

  • James Moore, CPAs Highlights Changes to the NCAA Agreed-Upon Procedures in Athletics Administration

    In the October 2015 issue of  Athletics Administration, James Moore, CPAs highlights recent changes to the NCAA financial reporting requirements and minimum agreed-upon procedures effective for the January 15, 2016 reporting submission deadline. (Download Article)

  • Mike Sibley, CPA and Katie Davis, CPA Featured in Construction Business Owner

    Mike Sibley, CPA and Partner, and Katie Davis, CPA and Senior Manager, were recently published in Construction Business Owner for their article addressing how one large commercial general contractor applied Lean Six Sigma principles to improve their financial strength. (Download Article)