Dustin Wheeler Archives - CPA Practice Advisor

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Taxes

2014 Review of Thomson Reuters Checkpoint

Checkpoint is the online tax and accounting research solution offered by Thomson Reuters. Its most recent search enhancement, Intuitive Search, returns the most relevant results after recognizing whether a user has entered Terms & Connectors, a ...

Taxes

2014 Review of BNA Tax & Accounting Center and Financial Resource Center

Bloomberg BNA offers a comprehensive online research tool with expert-written portfolios and a mobile app with access to its popular content including Federal tax, state tax, international tax, estate tax, and

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Taxes

2014 Review of CCH IntelliConnect

Wolters Kluwer, CCH provides tax and accounting professionals with a versatile web-based research product line called IntelliConnect accessible through web browsers and mobile apps.

Taxes

2014 Review of Professional Tax Research Systems

As a young boy, I once accompanied my parents on a visit to their CPA’s office. I curiously looked around at the thick black books that lined the bookshelves, noticing that the tax court cases and internal revenue code went back to the early 1900s.

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Technology

Practice Management Products Play Part in Promising Future

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Thomson Reuters — Practice CS

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Office Tools Professional — Practice Management Software

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CCH, A Wolters Kluwer business — ProSystem fx Practice Management

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CaseWare International Inc — CaseWare Time 2011

Accounting

Tax Research Systems Offer Stong Customization, Automation Features

2013 Review of Tax Research Software

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Income Tax

Income Tax Planning Takes More than a Magic 8-Ball

On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”

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Firm Management

Building Your Firm's Website is Easy with the Right Tools

Very few accountants have the technological skills and artistic gifts to create an effective website. Hexadecimal color codes, meta tags and HTML are like a foreign language in a profession with its own cryptic lingo that includes insubstance defeasance and alternative minimum tax.