Going paperless, manually


Author’s tip: A few years ago I began downloading the product manuals for each new appliance and gadget I purchased, and I keep them in a folder named Product Manuals. For example, I have electronic PDF versions of all of the product manuals for all of my appliances, televisions, stereo equipment, water heater, air conditioning unit, motorcycles, bicycles, and even my Ninja blender. On a few occasions, I simply scanned in a few of the smaller manuals before tossing the paper version into the recycle bin. The result is that I know where all of my product manuals are, and as an added benefit, I can search them electronically and zoom in for improved readability.



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.