Archive for October, 2010

Did you take a distribution from a retirement account?

If you have lost your job or suffered an economic emergency, you may be tempted or forced to make a withdrawal from your retirement account. Often my clients will come to me in the spring to prepare their taxes and I find they did not fully understand or were misinformed of the tax consequences of [...]

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Removing Malware

Have you ever noticed you computer running much slower than normal. It could be because you have way too many items in your startup, a highly fragmented hard drive, too little hard disk space, invalid registry entries, outdated drivers or software, unnessary services starting automatically, a security software taht uses too much CPU and memory. [...]

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Client Portal 101 – intro to using

Document Management System Your client portal provides you with 24/7 access to tax returns, financial statements, scanned source documents like W-2′s and stock transactions. You can safely store vital company information like  settlement statements,  wills, marriage license, divorce agreements, adoption papers, contracts, tax returns and support. Access From Anywhere This web-based portal system securely stores files and documents online so [...]

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October 2010 Newsletter

Newsletter Our regularly updated newsletter provides timely articles to help you achieve your financial goals. Please come back and visit often.  October 2010   Feature Articles Are You Enjoying a Hobby – or Running a Business? Why It Matters 2011 Changes to Flexible Spending Arrangements Saving for College – 529 Plans Living Trusts 101 Tax [...]

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What is Evernote?

Evernote is a free, cloud-based note taking and organizational tool. It is beneficial to those who use multiple computers, travel or those who are sick of their desktop being cluttered with sticky notes (physical or software based).  Uses of Evernote can be broken down into three actions. Capture things Organize them Easily find them when [...]

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Due Date for Extension Filers and Exempt Organizatons Approaches

Oct. 15 is fast approaching and is a key deadline for millions of individual taxpayers who requested an extension to file their 2009 tax returns. It is also a crucial due date for thousands of small nonprofit organizations at risk of losing their tax-exempt status because they have not filed the required forms in the [...]

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Charlotte Observer Article

In the early 90′s, Scott created a community based sites, Mecklenburg Online!. This site was voted one of the top 25 community based websites in the country by the The National Center for Supercomputing Applications (NCSA), located at the University of Illinois at Urbana-Champaign. The Charlotte Observer wrote an article about the site (see below) [...]

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PC Magazine Article

The following except from PC Magazine is an article featuring a computer program I wrote to prepare individual and business income taxes. This was before Turbo Tax and other commercial programs were available to CPAs so I had to write my own. share on:Bookmark on DeliciousDigg this postRecommend on FacebookBuzz it upShare on LinkedinShare via [...]

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Using Microsoft Skydrive

Windows Live SkyDrive (initially Windows Live Folders) is part of Microsoft’s Windows Live range of online services. SkyDrive is a file storage and sharing service that allows users to upload files to the computing cloud, then access them from a web browser. It uses Windows Live ID to control access to the user’s files, allowing [...]

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Using Quickbooks Security Tools

If there’s one application that you don’t want compromised by a security breach, it’s the one that contains all of your financial information. Recognizing that, Intuit has built a number of security features into QuickBooks that are designed to safeguard your debits and credits. Tip: QuickBooks integrates with Microsoft Internet Explorer for some of its [...]

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