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Here Are Your Articles for Monday, November 21, 2016
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| Kim & Lee, LLP
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| info@kimleecpas.com
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| 2305 W. 190th St. Suite 100
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| Torrance, CA 90504
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Saved Articles
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Can you work while you're receiving Social Security benefits? Before you make a decision that could impact your future, it is important to know all the facts. Click through to learn more about Social Security rules for those still in the workforce.
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Vacation and sick time are among the most popular and common benefits you can offer your workers. But you do have a system for offering these days off? Click through to learn how to set up a fair and logical time-off system.
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There are many ways to innovate. Whether you are looking at a new invention or simply reinventing what you do now, be sure you focus on the following: differentiation, positioning and packaging. After all, innovation is a growth strategy.
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Implementing a niche strategy is one way firms can differentiate themselves from their competition. How? They are able to tout an area of expertise the competition doesn’t have.They are able to bring something extra to the businesses they serve. They can translate sound experience into better advice. As a result, those firms can ask for and receive higher fees.
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Being consultative is not about selling, yet, it it’s a role that can easily add more revenue to your firm. By understanding how to conduct consultative meetings, you will be able to create a win-win relationship – you secure and grow revenue streams and the client achieves business goals. The key is focusing on what’s best for the client.
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If you don't review and update your policy regularly, you could miss out on some substantial discounts and overlook glaring coverage gaps. Click through to review scenarios to consider when taking a second look at your policy.
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Today there are many options for senior housing. Consider intergenerational co-housing villages for folks who want to live with all age groups. Click through to learn about balancing a desire for privacy with a need for companionship and support.
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Marketing today is being driven by data, and its effectiveness is being proven by data. However, there are many different ways calculations can be made – and there are more loopholes to navigate than can be found in the tax code. Consistency is the key when establishing data-driven strategies and calculating ROI.
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In today's casual world, can you really dress for success and encourage your staff to do so as well? Or is this a vestige of the past? Click through for some insights into office clothing in the modern world.
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Whether you own a business or work for one, you need every edge you can get. Why pay the IRS a dime more than you need to? Click through for some business-related deductions you may not have known about but can start using today.
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The ability of a marketer to think strategically can add tremendous value to a firm. This requires they be willing to learn new things. But firm leadership also needs to empower them to focus on overall firm goals while providing them with a copy of the strategic plan or insight into strategic direction. Here's how a marketer can begin to think more strategically.
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It's one of the most discussed pieces of legislation passed in recent years, but many still don't know the basics of the Affordable Care Act. Click through for a review of the ACA's key provisions.
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We all go into tax season hoping for good news, and that we don't have to write a big check to the IRS. One way to insure ourselves against unpleasant surprises is by checking our withholdings. Click through for some tips on checking your status.
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It's a sign of success when you have more than one office, and this achievement represents a significant outlay in finances and staff. Click through to learn how to successfully manage your growth.
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Have you ever wondered how your company compares with others in your industry as a whole, including your competitors? Do you even know what your industry benchmarks are? Click through to learn where you stand.
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Do you have a new idea for a service needed by your clients and prospects? Before you sell your first one, be sure you have something that people want that you can sell at a profit. Use early adopters to make sure you get things right from the start.
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You're a manager, and so you need to manage. But how much? Too many managers go overboard on the details. Click through to learn what some of the signs are that you're overmanaging, and how to stop doing so.
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Being inducted into the Hall of Fame is the highest honor in the field of accounting marketing. At the Association for Accounting Marketing summit early this month, Katie Tolin became only the 22nd person to receive induction.
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It's wonderful when you read a firm's mission statement and it defines the business so well that it feels like strategy. How do you do it? Click through to read the five steps to creating a mission statement that's not generic, stale and completely useless.
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LATE BREAKING NEWS: A November 22 ruling contains important changes to proposed rules on overtime regs. Click through for the details on the rule that was to go into effect on December 1, and learn why that may not happen.
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If there is no rhyme or reason to what you share, when you share it and where you share it, you’re in need of a content strategy. If you pre-plan your content and know who you are writing to, you can engage clients and prospects more effectively.
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As competition increases, more CPA firms are focusing on firm growth as a way to remain competitive and add revenue to the top line. Deciding to make a change is the first step in a lengthy and challenging process that will change your firm for the better. In order for you to be successful, you need to find champions and create buy-in from your partners before starting down this path.
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It's always a challenge making sure your children are taken care of in the event of your death — but's it even more critical when you have a special needs child. Click through for some advice on the special estate planning provisions these children need.
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You have a personal brand whether you’ve given any thought to it or not. Have you taken the time to define it? If you put some thought behind your brand – own it – profits will follow.
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You have a lot of flexibility with an IRA, but there are some important, and rigid, rollover rules. Don't find yourself accidentally violating them. Click through for information on a rollover rule many investors don't know about.
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Start-up businesses don't have a very high success rate, but that doesn't mean yours has to fail! If you start right, you can surprise all the naysayers. Click through for a video that outlines the hazards you face, and shows you how to avoid them.
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Smart companies know that one of the keys to success is making sure you know how you compare with other companies. Fortunately, there is a way to see how you rate. Click through to learn about an easy way to access industry benchmarks.
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Health savings accounts can be a helpful way to help manage healthcare costs, in conjunction with traditional insurance plans. The trick is knowing how they work. Click Full Article below for a video that explains some of the key details.
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If you missed Katie's webinar on 10 Strategies to Grow Your Firm that she presented as part of the IndustryNewsletters Summer School series, be sure to check out the recording.
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There are very few circumstances in which you will not need life insurance. Even single people use it to fund final expenses and medical bills. Click through for an overview of this essential financial product.
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Death and taxes are two of life's great certainties, as everyone knows, and along with taxes come tax scams, both new and old, every year. Click through to learn how to make sure you don't become a victim this year.
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Carrying out the last wishes of a friend or relation is a solemn duty. What exactly do you have to do? Click through to learn what it means to execute someone's last will and testament.
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Is it truly better to give than receive? Ask the IRS. Even if you give gifts to relatives and friends, the government wants its piece of the action. Click through for some details on the little-known gift tax.
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For business owners who want to make sure they're competitive, fresh, accurate benchmarking information is a must. How does your business compare with the industry as a whole? Click through to see how you stack up against your competitors.
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"The billable hour is unsustainable." Those simple, yet true, words sent out in a tweet led to an email discussion and eventual podcast interview by Steve Major of Pricing Power. Listen in to hear Katie talk about innovation, differentiation, packaging, pricing and of course...data.
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A revolution is occurring in marketing today. Marketing strategies of the past are not as effective as they once were. And there are new tactics today that didn’t exist just a few years ago. This requires firms take a deep look at what they are doing and open their eyes to new things. Here’s a look at 10 strategies that will increase in importance in 2016.
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It's hard to confront your own mortality, but you can do your family a huge favor by discussing your estate plans now, rather than when it's too late. Click through to learn how to get started.
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It's one of the most important laws affecting how companies treat employees, and managers would do well to understand its provisions. Click through to learn how the FMLA may affect workers in your business.
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We spend much of our lives putting money into retirement accounts like IRAs and 401(k)s, but when major life changes occur, we have to think about how that money comes out. Click through for some tips on doing this prudently.
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Are you one of the best? Or do you have some catching up to do? Now there's an easy way to compare yourself against competitors and industry benchmarks. Click through to get started in finding out where you stand.
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It's an oft-quoted provision of the ACA: the so-called Cadillac Tax. But what exactly does it mean? Click through to learn what the deal is, to separate the facts from the rumors.
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The IRS is taking into account cost-of-living adjustments on pension plans and other retirement-related accounts for tax year 2017. Click through for some good news for many who want to put away a little more.
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We're just on the cusp of 2017, and it's already time to think ahead to 2018. Wise taxpayers will take these changes into account now, as part of their financial plans. Click through to see what may affect you.
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An employee stock ownership plan is just that — a way to give employees a piece of the company. It can be a great deal for staff and management, but the setup and rules are complex. Click through to see if an ESOP is right for your business.
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You'll always know where the fun's going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.
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Sometimes you need copies of old tax returns. Your best bet is to save them, but sometimes they disappear during a move, for example. But all is not lost. Click through to learn how to get copies of old returns.
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Social Security may be universal, but not every employer knows the details or is aware of its essential responsibilities. Click through for an introduction to key facts on Social Security and what you must do for your employees.
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Additional remuneration in the form of performance bonuses or incentive payments can help retain good staff. Click through to get details on choosing how and whether the incentive or bonus should be paid.
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In today's economy, there can be a thin line between being an employee or being an independent contractor -- but there are still important differences. Click through for key tips on knowing your status.
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Reverse mortgages can be a great resource for older adults who want additional income for home care or other essential expenses. But you have to be careful when entering into an agreement. Click through to make sure you're not being cheated.
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Everyone talks about the "gig" economy, where workers are all essentially freelancers. But one city is reining in this "Wild West" system, and this may be a trend. Click through to learn about some new rules that affect the way companies and freelancers work together.
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If you sign a joint return, the IRS may be able to collect any outstanding tax relating to that return from you -- even if your spouse was the one who reported incorrectly. Click through to discover the ways you can escape paying your spouse's tax.
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Maybe you're getting cold calls telling you it's time to refinance, or your neighbors are telling you that they have. But should you? Click through to learn how to make a refi decision.
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Whether it's from public television, your alma mater or a local charity, you may very well receive requests from organizations asking you to remember them in your will. Click through to find out exactly what this means.
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It's not your fault, but you're stuck in the middle: a court has ordered you to withhold wages from an employee's paycheck. Click through to learn how to keep this from getting messy.
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Marketing is all about motivating. You motivate clients to use your services. You motivate prospects to buy. You even motivate internally to get partners to sell. Whether you realize it or not, you’re in the motivation business.
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For businesses to survive and prosper, employees have to adapt quickly to changing situations. That's why it's more important than ever that job descriptions reflect employees' job duties. Click through to learn how to make sure management and staff are all on the same page.
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The Employment Retirement Income Security Act, or ERISA, is an important consideration for employers. As an HR professional or company manager, you need to know at least the basics. Click through to learn more about this important topic.
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Are adult children responsible for their parents' medical care, not just morally, but legally? Click through to learn what the rules are if you're one of the many people who live in a filial care state.
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