Smart Stops on the Web



Community Service
CPAs looking for discussions on recent IRS rules and regulations dealing with employee plans, exempt organizations, employment and estate and excise taxes can find them at this Web portal. Content is contributed by visitors who add advice and tax tips to the site’s discussion threads. Users also can research tax laws through links to IRS bulletins, forms and publications.

Tax-Saving Strategies
Need to advise your clients on how to maximize the tax benefits of travel and entertainment expenses or deductions for charitable contributions and higher education costs? Tax advisers can find guidance here, as well as checklists on avoiding or deferring income recognition and on withholding taxes for household employees.

Tax a Lot
California-based CPA Jeremiah Murphy’s Smart Stop offers small business tax advice through articles dating back to 1999, and tips on such topics as leveraging tax breaks to offset health care costs and the tax benefits of owning or leasing office equipment. He also offers general business and stock market news and a section on the latest technology. Visitors can access financial calculators for estimating federal taxes, estate tax planning and payroll deductions or take a break with the Cartoon of the Month.

The Long and Short of It
Free registration here gives tax preparers access to federal and state return preparation software and a tax calculator. The eSmartTax application includes support for all common forms and schedules and one-click links to IRS instructions for each data line. Clicking on Tax Return Links takes users to federal government sites such as and and tax professional sites of the AICPA and the Association of Government Accountants.

Hard Facts on Software
CPAs doubling as IT consultants can save themselves research time at this e-stop, which offers free software reviews, ratings and comparisons of the latest accounting, customer relationship management, not-for-profit and small business accounting packages. Free registration gets users software selection kits based on their ideal criteria, with detailed reviews of programs and pricing and support comparisons. Register for the free e-report “Selecting Software the Right Way” or find accounting software consultants and resellers near you.


A SOX-y Site
Compliance auditors and CPAs can sample or subscribe to a free e-newsletter on whistleblower provision concerns and board member liability issues at this Sarbanes-Oxley Web stop. Get tips of the week on supply chain management, research SOX trends and read articles on SEC enforcement efforts.

Rainbow’s End
Striving for a more prosperous retirement nest egg? The articles here offer new savings guidelines, three roads to retirement and advice on how to use online calculators or choose Medicare options wisely. Go to links in the retirement planning directory on annuities, compensation and benefits, investing and wills and trusts.

Know the Law
CPAs looking for in-depth explanations, links and news articles on 28 different categories of law can find material at this e-site on antitrust, family, tax and technology law, as well as white-collar crime, wills, workplace legal issues and trusts and estates. Download papers on remapping the charitable deduction, state death taxes and a new model for identifying basis in life insurance policies. Get exit-strategy advice in the Workplace blog.

Learn What to Earn
Wilmette, Ill., salary negotiation expert and career coach Jack Chapman invites anyone considering a job move to take his salary quiz before sitting down at the bargaining table. Read up on how to craft a special report—his new job-search tool that replaces the traditional cover letter and resume.

Resources for Self-Promoters
Small business owners and independent professionals looking to expand their client base will be interested in the seven nonnegotiable laws of small business marketing listed here. There are tips on brochure design and how to write good sales letters, strategies for positioning your small business and Web site marketing advice. Sign up for a free report on referral marketing systems or go to the Resource Directory for tips on advertising materials and’s own free newsletter, Marketing Tips.

—Vince Nolan


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.