Prepare an Instant Organizational Chart


Our company is reorganizing, and I’ve been asked to prepare organizational charts for each division to reflect the changes. Is there an easy way to set up the charts?

Word has a well-hidden tool for that. Click on Insert, Picture and then Organization Chart. That will bring up a conventional four-part chart. To adjust the design to suit your needs, right-click on an empty space between the blue labels and an Organization Chart toolbar will appear (see screenshot below).

To find out what each button on the toolbar does, click on each tab to engage its dropdown menu (see example of one in the screenshot below). They will give you all the tools you need to create a custom chart.


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.