The art of SharePoint governance

• October 03, 2016

Without a few guidelines, rules and boundaries, SharePoint can quickly become a weed-ridden mess in which it’s hard to find what you need.

Name trust as Roth IRA beneficiary

• September 26, 2016

Whom should you name as the beneficiaries when you convert a traditional IRA to a Roth?

PowerPoint: 3 cool animation creations

• September 07, 2016

Like many things animation should be used in moderation in Power­Point. One place where it can be meaningfully applied is in presentations that are designed to be...

2 clever customizations in Outlook

• August 09, 2016

There are many ways you can customize Outlook to suit the way you work. Here are two not-so-obvious things you can do to smooth out your Outlook life.

Protect life insurance proceeds from tax

• August 05, 2016

If you own your life insurance policy, the proceeds will generally be included in your taxable estate for federal estate tax purposes when you die.

SharePoint admin woes

• June 29, 2016

Quick launch quirks; Site space; SharePoint governance

IRS updates guidance on 100% penalty

• June 28, 2016

One of the most onerous provisions in the tax code imposes personal liability for unpaid employment taxes on small business owners and managers.

Alaska trusts: Freeze out creditors

• June 07, 2016

After years of hard work, it would be a shame if your family fortune was exposed to creditors or litigious individuals.

Setting up surveys in SharePoint

• May 06, 2016

If your organization uses SharePoint 2010 or greater, you can create, fully featured, automated surveys without using an external app or software.

PowerPoint questions answered

• April 27, 2016

Re-arranging a presentation; dealing with an inherited presentation that does not fit your style.

New law benefits college savings plans

• March 28, 2016

How are you ever going to pay for college for your children? It’s a tough nut to crack, but at least you can take advantage of a key tax law provision.

Outlook calendar: Beyond scheduling

• March 08, 2016

There’s a gold mine of information in your calendaring data, whether you use Google, Outlook, Lotus Note or GroupWise.

Skip the home office deduction shortcut

• February 25, 2016

Instead of spending hours figuring out your home office deduction, the IRS allows you to use a shortcut simplified method.

SharePoint: Do I need a page or a subsite?

• February 12, 2016

Q. When should I create a page, and when should I create a subsite?

Congratulations! You’re the new SharePoint Administrator

• February 10, 2016

When the role of the administrative professional is augmented with new duties, it can be a good news/bad news situation. Accepting new roles, like SharePoint...

How to use Outlook Search Folders

• February 05, 2016

With the newest versions of Microsoft Outlook, the Search function became must faster. But most people still need help navigating the maze of their archived emails.

Keeping track changes on; protecting Word documents

• January 27, 2016

When I send documents to people, they turn track changes off. What can I do to prevent this? Since Word can edit pdfs now, what can I do to prevent changes to my Word...

Picture magic in Microsoft Word 2010 and 2013

• January 22, 2016

If you’ve upgraded to Microsoft Office 2010 or 2013, there are some exciting new picture options available. Microsoft Certified Trainer Melissa Esquibel explains...

Conjure up extra plan benefits

• January 13, 2016

Provide extra benefits to higher-ups like yourself without bumping up against the usual restraints for qualified retirement plans.

Lessons from the Tax Court: Are you a real estate pro?

• January 13, 2016

Generally, your annual write-off for losses from passive activities is limited to your income from passive activities. In other words, you can’t claim an overall...