A Better Idea & Shortcuts



In the January 2008 issue (page 81), I offered some suggestions for solving the My Document folder default-location problem, and Amanda Adams, CPA, tax manager at Blazek & Vetterling in Houston, suggested another solution for assuring that files are saved in a default location of your choosing. In Word, for example, go to Tools, Options, File Locations and change the default location (see screenshot below).

And in Excel, go to Tools, Options, General.

Also in the January 2008 issue (page 83), I described how a hotel room key card can become deactivated if it’s kept next to a cell phone. Several readers wrote to say key cards can cause problems, too. For example, if they are stored next to credit cards, they can deactivate the credit cards. One reader said it wiped out his Washington, D.C., Metro pass card.


  • Add a date in Word: Alt+Shift+D
  • Add a date in Excel: Ctrl+;
  • Copy formatting in Word: Ctrl+Shift+C
  • Paste copied format in Word: Ctrl+Shift+V


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.