Does capitalism cause selfishness

Government Piggy Bank

Some times it’s difficult to tell whether Washington is the cause or the effect of so many people believing that they are entitled to more and more government benefits.

Read More

Tax Facts

Course Information

Bookmark this page for a quick reference to the numbers you’ll need this year.

Read More

Another free service for our existing clients

List of portal forms

We’re adding a free service to our client portals. Sometimes you need a template for a business transaction and you need it quickly. It might be to document an employee loan or to specify the Internet Use Policy (a wise idea) for your employees. It could be that you need that employee manual that you…

Read More

Simple in Six – Make your Pivot Tables do more

Excel-based bookkeeping

As useful as Excel Pivot Tables can be (see this post on creating pivot tables), sometimes you need to perform calculations on the data that’s inside the table. The normal Excel functions don’t work well for this, but our friend Tom Fragale show us how to force specific calculations on the data inside the Pivot…

Read More

Going for the max! Qualified plan limits for 2014

Roth via scrabble

When a financial move helps you, it’s best to go for the max. Here are the new limits for your 401(k), IRA, Roth-IRA, and several other types of tax-qualified plans for this year. Need some help in deciding on the type of plan? Remember that we’re just a click away when you need help. [popup…

Read More

Using cloud software to organize your life and business

Microsoft OneNote

New Year’s Resolutions: Stay Organized in 2014 (by Jay Garner of the Smith Conley team)   As we all get ready to set our New Year’s resolutions, we should all take a moment to look back over the current year and try to identify the single biggest time waster that prevented you and/or your business…

Read More