A Reader Suggests a Shortcut


If you have a file or folder that you use fairly often but you do not want to clutter your desktop or your Start menu with shortcut icons, consider this method suggested by Paul McClain, controller at the Hillcrest Medical Center in Tulsa, Okla.: In Office 2003’s Word or Excel, go to the toolbar and click on File and Open. Then locate the file or folder and highlight it and click on Tools and click on Add to “My Places” (see screenshot below).


Then, when you click on Open in the future, the menu will display either the target file or, if you designated a folder, all the files in the folder.




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.