The Tax Adviser Resource Guide


 

The Tax Adviser is the AICPA's monthly journal of tax planning, trends and techniques. Find the latest issue of The Tax Adviser at AICPA.org.

 

For information on how you can place your ad in this section, please contact AICPA Advertising Sales at advertisingsales@aicpa.org or call 800-873-1677.

 

 

BUSINESS LICENSES AND PERMITS

 

Business Licenses, LLC

21 Robert Pitt Drive, Suites 310–318

Monsey NY 10952

800-679-3611

 

 

COST SEGREGATION

 

Ernst & Morris Consulting Group, Inc.

2190 Dallas Highway

Marietta GA 30064

770-427-4000

 

CPA EXAM REVIEW

 

Kaplan CPA Review

332 Front Street South, Suite 501

La Crosse WI 54601

608-779-5599

 

 

CPE

 

AFP

Association for Financial Professionals

4520 East West Highway

Bethesda MD 20814

301-907-2862

Fax: 301-907-2864

customerservice@afponline.org

www.afponline.org/annual

 

In three days earn over 30 CPE credits at the AFP Annual Conference, November 7–10, San Antonio. With over 120 sessions, 10 relevant tracks and face-to-face time with colleagues, the AFP Annual Conference has what you need to succeed, including the latest legislation and regulation information on key accounting issues.

 

Becker

Becker Professional Education

3005 Highland Parkway

Downers Grove IL 60515

877-273-8238

www.becker.com

 

Becker Professional Education is a global leader in professional education serving the accounting, finance and project management professions. Becker offers Continuing Professional Education that covers the critical topics today’s accounting professionals need to know, such as taxation, IFRS, revenue recognition, fair value, audit, fraud and much more.

 

CPEasy

Bisk Education

9417 Princess Palm Ave.
Tampa FL 33619
800-404-7439
www.CPEasy.com/TTA10RG

Choose from group-study, self-study, online, live and more! Stop wasting time and money with multiple CPE sources. Your search for convenience and value is over—CPEasy has an unmatched selection of review materials in all formats, for all states. Get hundreds of credits from one convenient source.

 

CPE Link

4320 Stevens Creek Blvd., Suite 282

San Jose CA 95129

800-616-3822

 

Kaplan Schweser

332 Front Street South, Suite 501

La Crosse WI 54601

608-779-5599

 

National Association of Certified Valuation Analysts (NACVA)

1111 Brickyard Road, Suite 200

Salt Lake City UT 84106-5401

800-677-2009

 

Newkirk Products, Inc.

15 Corporate Circle

Albany NY 12203

800-525-4237

Fax: 518-862-3355

info@newkirk.com

www.newkirk.com

 

Tax Planning Forums

500 Skokie Blvd., Suite 650

Northbrook IL 60062

847-509-7700

 


DATA BACKUP AND RECOVERY

MozyPro

Mozy by EMC

2162 West Grove Parkway, #200

Pleasant Grove UT 84062

877-699-9776

Fax: 801-443-1801

sales@mozy.com

http://mozy.com/aicpa

 

As an accounting professional, you know the importance of keeping your business data secure and accessible. MozyPro, the trusted leader in online backup, saves your business time and money with simple, secure and affordable backup solutions. Use promo code AICPA10 for a 10% discount on your initial purchase.

 

 

EDUCATION

 

Association for Financial Professionals

4520 East West Highway

Bethesda MD 20814

301-907-2862

Fax: 301-907-2864

customerservice@afponline.org

www.afponline.org/annual

California Lutheran University, MBA in Financial Planning

60 West Olsen Road

Thousand Oaks CA 91360

888-372-4155

 

William Howard Taft University

600 South Cherry Street, Suite 525

Denver CO 80246

303-867-1155

 

 

ESTATE PLANNING

 

BNA Tax & Accounting

1801 S. Bell Street

Arlington VA 22202

800-372-1033

Fax: 703-341-1623

bnatax@bna.com

www.bnatax.com

 

 

FINANCIAL PLANNING

 

Genworth Financial Investment Services, Inc.

200 N. Martingale Road

Schaumburg IL 60173-2096

888-528-2987

Fax: 847-330-7912

GFSCinformation@genworth.com

www.genworthfinancialsecurities.com

 

Student Financial Aid Services, Inc.

9738 Lincoln Valley Drive, Suite 130

Sacramento CA 95827

866-514-8934

 

 

FINANCIAL SERVICES

 

Bank of America Merrill Lynch

100 N. Tryon Street

Charlotte NC 28255

 

Genworth Financial

Genworth Financial Investment Services, Inc.

200 N. Martingale Rd.

Schaumburg IL 60173-2096

888-528-2987

Fax: 847-330-7912

GFSCinformation@genworth.com

www.genworthfinancialsecurities.com

 

We specialize in helping tax and accounting professionals successfully integrate wealth management into their practices. Together, we’ll create a personalized roadmap that helps Financial Advisers achieve success. We demonstrate our commitment to our Financial Advisers growth by providing turn-key wealth management solutions in four areas; Business Development, Client Solutions, Marketing and Technology.

 

H.D. Vest Financial Services

6333 North State Highway 161, 4th Floor

Irving TX 75038

800-742-7950

 

Newkirk Products, Inc.

15 Corporate Circle

Albany NY 12203

800-525-4237

Fax: 518-862-3355

info@newkirk.com

www.newkirk.com

 

U.S. Trust, Bank of America Private Wealth Management

114 West 47th Street

New York NY 10036

800-US-TRUST

www.ustrust.com

 

The U.S. Trust team applies deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including: Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services leveraging a fiduciary standard focused on the client’s needs and best interests.

 

 

FIRM MARKETING

 

Build Your Firm

29 Boston Post Road, Suite A

Madison CT 06443

888-999-9800 ext. 1

NewkirkNewkirk Products, Inc.

15 Corporate Circle

Albany NY 12203

800-525-4237

Fax: 518-862-3355

info@newkirk.com

www.newkirk.com

 

Newkirk, a leading tax and financial publisher for over 35 years, delivers clear, concise, cost effective printed and electronic marketing communications for your clients and prospects. Products include booklets, HTMLs, newsletters, etc. Review materials and order online at www.npi-opus.com. Also available: CPE credit courses through our subsidiary, McKay Hochman. Visit www.mhco.com.

 

 

INSURANCE

 

CAMICO

1800 Gateway Drive, Suite 300

San Mateo CA 94404

800-652-1772

 

 

NONPROFIT SOFTWARE

 

Cougar Mountain Software

7180 Potomac Drive

Boise ID 83706

800-388-3038

 

Guidestar USA, Inc.

1730 Pennsylvania Avenue N.W.

Washington DC 20006

800-421-8656

 

Sage North America

56 Technology Drive

Irvine CA 92618

866-996-SAGE

 


OUTSOURCING SERVICES

SandMartinSandMartin—Outsourcing Experts

New Delhi/Noida/Mumbai India

315-359-4326

Fax: 315-282-2396

info@sandmartin.com

www.sandmartin.com

 

Our CPA clients are saving up to 70% of their cost by outsourcing to us. We are “One stop shop” outsourcing service provider for CPA & Tax Preparatory firms of US providing Bookkeeping, Sales Tax Return, Y/E Accounts, Tax returns (1040, 1120, 1120s, 1065), Payroll, Retirement Plan (401k) & Cafeteria Plan Services.

 

 

PAYROLL SERVICES

 

AccountantsWorld

140 Fell Court

Hauppauge NY 11788

888-999-1366

 

SandMartin—Outsourcing Experts

New Delhi/Noida/Mumbai India

315-359-4326

Fax: 315-282-2396

info@sandmartin.com

www.sandmartin.com

 

 

RETIREMENT PLANNING

 

Equity Trust Company

225 Burns Road

Elyria OH 44035

440-323-5491 ext. 255

 

Genworth Financial Investment Services, Inc.

200 N. Martingale Rd.

Schaumburg IL 60173-2096

888-528-2987

Fax: 847-330-7912

GFSCinformation@genworth.com

www.genworthfinancialsecurities.com

SandMartin—Outsourcing Experts

New Delhi/Noida/Mumbai India

315-359-4326

Fax: 315-282-2396

info@sandmartin.com

www.sandmartin.com


SALES & USE TAX

Vertex

Vertex Inc.

1041 Old Cassatt Rd.

Berwyn PA 19312

800-355-3500

Fax: 610-640-5892

vertex@vertexinc.com

www.vertexinc.com

 

As the leading provider of tax technology solutions for customers worldwide, Vertex offers leading-edge products and services to help companies streamline tax compliance processes across every major line of business tax including income, sales, consumer use, VAT, communications, and payroll.

 

 

SEC REPORTING SOFTWARE

 

WebFilings

2625 North Loop Drive, Suite 2105

Ames IA 50010

888-275-3125

 

 

SELLING A TAX PRACTICE

 

Accounting Practice Sales, Inc.

1207 Tremont Street

Mansfield TX 76063

888-847-1040

 

 

STATE TAX

 

BNA Tax & Accounting

1801 S. Bell St.

Arlington VA 22202

800-372-1033

Fax: 703-341-1623

bnatax@bna.com

www.bnatax.com


TAX FORMS

Copanion Inc.

One Tech Drive

Andover MA 01810

800-291-2136 ext. 2

sales@copanion.com

www.copanion.com

 

 

TAX PLANNING SOFTWARE

 

BNA Software

1801 S. Bell Street

Arlington VA 22202

800-424-2938 (option 3)

 

 

TAX PREPARATION SOFTWARE

 

CCH Small Firm Services

(ATX & TaxWise)

3550 George Busbee Parkway

Kennesaw GA 30144

800-375-9542

 

 

Copanion Inc.

One Tech Drive

Andover MA 01810

800-291-2136 ext. 2

sales@copanion.com

www.copanion.com

 

Copanion is a leading innovator in web-based tax document automation. Copanion’s GruntWorx solutions identify, label and bookmark scanned tax documents into a PDF file for easy review and storage. It also extracts and imports data from scanned tax and brokerage documents into tax preparation software. A partner of AICPA Trusted Business Advisor Solutions.

 

RedGear Technologies

1265 Sportsplex Drive

Kaysville UT 84037

800-230-2322

 

Thomson Reuters

7322 Newman Boulevard

Dexter MI 48130

800-968-8900

 

Vertex Inc.

1041 Old Cassatt Road

Berwyn PA 19312

800-355-3500

Fax : 610-640-5892

vertex@vertexinc.com

www.vertexinc.com


TAX RESEARCH

BNABNA Tax & Accounting

1801 S. Bell Street

Arlington VA 22202

800-372-1033

Fax: 703-341-1623

bnatax@bna.com

www.bnatax.com

 

BNA Tax & Accounting is the foremost source of tax and accounting research, news, practice tools, and guidance for tax attorneys, CPAs, corporate tax managers, and estate planners. Written by practitioners for practitioners, BNA’s award-winning Portfolios offer topic-driven guidance designed to help tax professionals achieve new levels of excellence and client service.

 

Vertex Inc.

1041 Old Cassatt Road

Berwyn PA 19312

800-355-3500

Fax : 610-640-5892

vertex@vertexinc.com

www.vertexinc.com


1040 SOFTWARE
 

Copanion Inc.

One Tech Drive

Andover MA 01810

800-291-2136 ext. 2

sales@copanion.com

www.copanion.com


WORKFLOW SOLUTIONS

 

XCM Solutions, LLC

10 Forbes Road West

Braintree MA 02184

781-356-5152

Fax: 781-303-0155

info@xcmsolutions.com

http://xcmsolutions.com

 

XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. A partner of AICPA Trusted Business Advisor Solutions.

 

 

AICPA PRODUCTS

 

AICPA

American Institute of CPAs

1211 Avenue of the Americas

New York NY 10036

888-777-7077

service@aicpa.org

www.aicpa.org

 

The AICPA is your complete source for great tax products designed for CPAs, tax practitioners and financial professionals.

  • CPE
  • Conferences
  • Publications
  • Web events
  • Online learning

 

Visit www.CPA2biz.com to view our products and place an order or call 1-888-777-7077.

 

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VIDEO

Will the Affordable Care Act be repealed?

The results of the 2016 presidential election are likely to have a big impact on federal tax policy in the coming years. Eddie Adkins, CPA, a partner in the Washington National Tax Office at Grant Thornton, discusses what parts of the ACA might survive the repeal of most of the law.

COLUMN

Deflecting clients’ requests for defense and indemnity

Client requests for defense and indemnity by the CPA firm are on the rise. Requests for such clauses are unnecessary and unfair, and, in some cases, are unenforceable.