Do you still need a bypass trust?

  • April 10, 2017

Recent changes have eroded some of the estate tax benefits of bypass trusts. And, if President Trump gets his way, the federal estate tax could be completely repealed.

IRS rolls out new gambling regs

  • February 27, 2017

Do you enjoy wagering at casinos and participating in other games of chance? The IRS requires you to pay tax on your fair share of winnings as reported by the...

6 guidelines to protect your trade secrets

  • February 10, 2017

In a hot economy, it’s more important than ever to have an ironclad confidentiality agreement to make sure your intellectual property doesn’t walk out the...

Value of a password manager

  • January 17, 2017

Remembering which password goes with which app can be confusing and frustrating—unless you have a password manager.

Take tax shortcut for business travel

  • December 06, 2016

The tax rules for substantiating business travel expenses are a major hassle, but there’s a way that employers can reduce some of the strain.

PowerPoint potpourri

  • October 21, 2016

Screen clipping Q. When I use Screen Clipping, I’m not always fast enough to click on what I want to clip. Is there any way to slow it down? A. This...

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.

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.

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.

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.

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.