Update Contacts


Q. My customers and vendors seem to move around a lot, and I have a devil of a time keeping my Outlook contacts up to date. Any ideas?

A. There’s a free program, Plaxo, you can automatically e-mail to everyone in your address book, inviting them to update all their contact information. Plaxo also will send you a toolbar that makes it easy to initiate such an invitation to all your current contacts (see screenshot). To find out more, go to www.plaxo.com .


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.