Ellen, Here Are Your Articles for Tuesday, July 12, 2016
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Saved Articles

  • Local Entertainment And Events Calendar

    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.

    Saved on 08-29-2017 - Remove
  • Hate Crumpled Receipts in your Wallet?

    Do you have employees who complain about having to fill out tedious expense reports or timesheets? We know of a solution that can help. It’s called Nexonia. Heard of it? Nexonia provides web and mobile solutions for expense, time and other business financial management solutions. Nexonia has a couple of webinars coming up you might be interested in if you are a Non Profit or want to help your team get expense reports done quicker. Click on our Full Article for more details.

    Saved on 01-18-2019 - Remove
  • How to Protect Your Estate From an Ex

    One of the most common motivations for using trusts is to minimize the risk that a future divorce will expose assets to the reach of your ex-spouse. Click through to become wise to practical steps to take to keep assets safe from your ex.

    Saved on 01-18-2019 - Remove
  • Is This Your Situation? "I Need To Boost Revenue through Ancillary Service Offerings..."

    It is reasonable to estimate about 10% of a CPA firm could come from ancillary services. Do you need to develop strategies to increase ancillary services sales? Click through to learn how "working" your marketing can help you achieve this goal.

    Saved on 01-18-2019 - Remove
  • The 7 Characters and 7-Letter-Word That Can't be Used in Excel Worksheet Names

    There are some naming conventions you have to follow in Excel. These are little-known rules but they can cause a lot of headaches. Click through to keep yourself from suffering needless frustration as you try to name your files.

    Saved on 01-18-2019 - Remove
  • Wishing You a Happy, Healthy and Prosperous New Year!

    May every day of the coming New Year glow with good cheer, health, happiness and prosperity for you and your loved ones. Click through for a special New Year greeting.

    Saved on 06-15-2018 - Remove
  • Is This Your Situation? "I Need to Write a Custom Article for My Firm's Marketing..."

    It can be a challenge to create custom newsletter articles and blog posts, but with a few simple tips, you could be on your way to quickly crafting a fun and engaging piece of content for your readers to enjoy. Click through to learn more.

    Saved on 06-15-2018 - Remove
  • Family Businesses and the Next Generation

    Having your children work in the family business is a great way to teach your kids about work ethic and money management, and to kick-start their retirement or college savings plan. Click through for tips on bringing your children into the family business.

    Saved on 06-15-2018 - Remove
  • The Major Tax Changes: An Overview

    The recently approved tax bill contains massive changes, and financial professionals will be poring over the details for months. For now, everyone should know at least the basics. Click through for an overview of the changes.

    Saved on 06-15-2018 - Remove
  • Handling Employees Across State Lines

    When you have employees who live in one state and work in another, things can get a bit tricky. Click through to learn the basic rule -- you generally pay taxes in the state where your team works, but it can get complicated.

    Saved on 06-15-2018 - Remove
  • Meet Out Of The Box Technology Consultant Tracy Vincent

    Thought we'd start out 2018 by introducing you to one of our awesome consultants, Tracy Usher Vincent. Tracy is helping our many clients with bookkeeping and QuickBooks, and she could one day be assisting you!

    Saved on 06-15-2018 - Remove
  • Happy Labor Day

    Relax and enjoy the holiday!

    Saved on 09-01-2017 - Remove
  • Great Pricing on QuickBooks Online

    Are you a QuickBooks Online user? If so, are you interested in saving money on a current or new subscription? You have to check out our pricing! Read the full article for more information.

    Saved on 09-01-2017 - Remove
  • Is This Your Situation: You Need QuickBooks Shortcuts to Make Your Life Easier

    There's a good chance you're making your life a lot harder by taking the long way around in QuickBooks. Click through and find out how to memorize a transaction or find your license number and more in just a couple of clicks on the keyboard.

    Saved on 09-01-2017 - Remove
  • Wow! Great Savings on QuickBooks Point of Sale Desktop

    Are you a QuickBooks Point of Sale user? Or thinking about the software? Now’s a great time to buy! Intuit is offering a 70% discount on software and 70% off EMV hardware. Click our Full Article to read more.

    Saved on 01-19-2019 - Remove
  • How to Manage Overtime Under the New FLSA Rules

    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.

    Saved on 01-20-2019 - Remove
  • Check out the new Recur360 Website!

    We recently launched a new website for Out Of The Box Technology. Now we want to show off the redesigned website for our recurring billing solution – Recur360. The new site offers an in-depth explanation of Recur360 as well as videos and payment information.

    Saved on 01-20-2019 - Remove
  • When an Employee Faces a Wage Garnishment

    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.

    Saved on 01-21-2019 - Remove
  • How to Communicate With Your Staff

    The quality of your senior management's internal communication says a lot about your company. Click through to see plenty of ways to continue to improve workplace communication.

    Saved on 06-19-2018 - Remove
  • 2018 Tax Laws and your Business

    In next week’s Technology Tuesdays, we will have a CPA available to take your questions live about the new tax laws and what they mean for your business. There’s so much to know – get your answers by joining in this free webinar. Just click the article to get more details.

    Saved on 01-21-2019 - Remove
  • Cyber Monday QuickBooks Sale Continues Today and Tomorrow!

    If you’re looking for a tax write off, a QuickBooks software purchase may be your answer. Plus, now is a good time to buy! Inuit is continuing its Cyber Monday software sale on QuickBooks Pro and Premier. Read more in our Full Article.

    Saved on 01-21-2019 - Remove
  • Is This Your Situation? "I Need to Unlock the Lead Generation Capabilities of My Email Newsletter..."

    An email newsletter program may be an engaging and effective means of reaching new prospects and nurturing clients, but is your firm truly mining the leads generated by your email program? Click through to learn how you can leverage your newsletter's content to generate more leads.

    Saved on 06-20-2018 - Remove
  • How much are you paying for QuickBooks Online Plus?

    If you use QuickBooks Online Plus, now would be a good time to double check how much you’re paying for your subscription. The price for Plus is going up – but Out Of The Box Technology can save you money!

    Saved on 06-20-2018 - Remove
  • How Much of a Raise Should You Give?

    If you have good employees, how do you compensate them for their work? Click through for tips on how to give raises based on market averages while making sure your best people feel appreciated each and every payday.

    Saved on 06-20-2018 - Remove
  • Check out our Website!

    Everything needs a refresh now and again. We gave our website a new look. Check it out! 

     

    Saved on 06-20-2018 - Remove
  • What Every Employer Must Know About State Unemployment Tax

    The vast majority of employers in the United States must pay state unemployment tax, the collection of which is authorized by the State Unemployment Tax Act (SUTA). Click through to learn more about SUTA and what it means for your business.

    Saved on 06-20-2018 - Remove
  • New Inventory Solution

    Out Of The Box Technology has top-notch inventory expertise and we’ve found a new solution we want to share with you. It’s called LOCATE inventory. See how it works in our next Technology Tuesdays.  

    Saved on 06-20-2018 - Remove
  • Deciding How and Whether to Pay Bonuses

    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.

    Saved on 01-22-2019 - Remove
  • Are You Giving Your Taxes Year-round Attention?

    Giving your taxes your full attention just once a year isn’t the best business strategy. Experts suggest that a year-round approach is better for your finances. Click through to learn the best ways to evaluate the impact of taxes throughout the year.

    Saved on 06-21-2018 - Remove
  • Silver, Gold, Platinum Enterprise

    Do you know the difference between the Silver, Gold, and Platinum tiers of QuickBooks Enterprise? Many clients new to the software or who are upgrading from older versions don’t. Each tier has its own set of features and we’re here to explain them. Read our Full Article to learn more.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? Best Practices to Turn Those Leads into Initial Consultations

    If you are having difficulty converting your leads into viable meetings and consultations, you may need to brush up on the most efficient ways to get leads to pencil you into their schedules. Click through for more information on how you can turn leads into potential customers. 

    Saved on 06-21-2018 - Remove
  • 5 Places for Hikers

    For those who call themselves hikers, there are certain scenic landscapes you just can't miss out on. Click through five states that have world famous and historical hiking trails that just might change your life. The Out Of The Box Technology staff adds some of their favorite places to hike, as well!
     

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? Worried About Replacing Lost Clients

    Firms typically lose 8% to 15% of their clients per year due to a variety of reasons. Clients sell their businesses, merge with others, go out of business, or simply decide to move on to other firms. There needs to be a strategy, even for firms that are not aggressively seeking growth, to replace natural attrition. Read the Full Article for more information that can help your firm replace lost clients.

    Saved on 06-21-2018 - Remove
  • #holidaythrowback

    We thought it'd be fun to take a peak back at some of our team members who share their thoughts and pictures of holidays past -- while being excited about the memories we have yet to make! Happy holidays from the Out Of The Box Technology team!

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Are You Concerned About Budgeting for Your Construction Business?

    Establishing a budget for your construction business can be overwhelming. Given the variable costs of labor and materials, and the dozens of other factors, it can seem impossible to set and adhere to a budget. Click through to find out more about setting a budget for your construction business.

    Saved on 06-21-2018 - Remove
  • Using Excel's VLOOKUP Function for Approximate Matches

    For those who really like using tables, this is a feature you cannot do without. Periodically you may need to cross reference an amount to a table that has corresponding tiers. Click through to learn how Excel can help you with this.

    Saved on 06-21-2018 - Remove
  • Changes to QuickBooks Enterprise Full Service Plans

    Starting in just a few days, Intuit is making a change to QuickBooks Enterprise Full Service Plans. What does this mean for you - a QuickBooks Enterprise user? Have more questions? We have answers!

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need to Get More LinkedIn Connections"

    We all know that having a personal LinkedIn profile and one for your business is essential to your social media goals. But merely setting up profiles and forgetting they exists won't help your efforts. There are some relatively simple things you can do to make your pages more interesting to your LinkedIn community. Click through for six strategies that will jump start the process to increasing your LinkedIn connections.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: You Don't Know How to Figure Out Your Breakeven Point

    As a business owner, it is essential to know how much you need to sell to cover all of your costs. Click through to learn how to perform this important task using QuickBooks.

    Saved on 06-21-2018 - Remove
  • Vote for Recur360!

    We think our app Recur360 is a really bright idea when it comes to recurring billing. In fact, Recur360 is nominated for Best New App for Small Business. We’re so excited about this contest, but we need your help! Can you cast a vote for Recur360? It takes just a few minutes. Click through this article and we’ll give you instructions on how to lock in your vote.

     

    Saved on 06-21-2018 - Remove
  • Out Of The Box Technology Careers

    Out Of The Box Technology is looking for a full-time programmer. Click through for more details.

    Saved on 06-21-2018 - Remove
  • 2018 QuickBooks is Here!

    Lots of changes to QuickBooks 2018! Click through to read some of the highlights.

    Saved on 06-21-2018 - Remove
  • Figuring out Tracking in QuickBooks

    Do you need to track additional details about your business transactions beyond just the category? You may want to keep track of your income and expenses in multiple ways. Click through to learn how to use classes and locations in QuickBooks.

    Saved on 06-21-2018 - Remove
  • Keep Track of Paycheck Withholding

    You may want to check paycheck withholding, says the IRS. Withholding errors can lead to unpleasant surprises at tax time. Click through to consider several factors that may affect refunds or the taxes owed in 2018.

    Saved on 06-21-2018 - Remove
  • Disaster Recovery Insurance for Excel Spreadsheets

    How often do you experience that sinking feeling you've just lost the changes you made to an Excel spreadsheet? Click through to learn how to protect yourself against data loss.

    Saved on 06-21-2018 - Remove
  • Turbocharging Your Print Screen Function

    It's the key that's always been there, but you've never been sure what it does. Click through to learn about Print Screen and how it can make your tech life a little easier.

    Saved on 06-21-2018 - Remove
  • Taking Care of the Family Business for the Next Generation

    In family-owned businesses, the family's wealthy and the company itself are bound together, financially and psychologically. Creating an estate plan is especially important in this situation, and complex. Click through to get a handle on your family business.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: You Can't Open Two Company Files Simultaneously

    Can you do two things at once? With QuickBooks, you can. Click through to learn how to work in two QuickBooks company files at one time.

    Saved on 06-21-2018 - Remove
  • Toward a Better Credit Score

    Good credit is helpful, even essential, for a successful financial life. The best advice for improving credit is to manage it responsibly over time. Click through for an introduction to the care and maintenance of your credit.

    Saved on 06-21-2018 - Remove
  • Alert: QuickBooks Desktop For Mac

    Recent news about QuickBooks for Mac - Intuit is not going to release a 2017 version. Intuit says more Mac users are switching to QuickBooks Online so the demand for the software is down. Read our full article for more information and what options you have as a Mac user.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? My Business Isn't Growing Fast Enough

    Many businesses encounter a lull in sales and periods of stagnant growth. There are ways around this, however. Click through for proven methods that will help your business grow quickly.

    Saved on 06-21-2018 - Remove
  • Retirement: Looking Beyond the Financials

    Everyone is concerned with saving enough for retirement, and rightly so. But there's more to creating a successful post-work life than having sufficient funds. Click through for some advice on the nonfinancial aspects of retirement.

    Saved on 06-21-2018 - Remove
  • How to Choose the Best Scanners

    In an online world, printers may become less and less necessary, while scanners become more important in businesses and homes. Click through to learn more about these key tools.

    Saved on 06-21-2018 - Remove
  • When You Should Take Social Security

    It's tempting when you reach your 60s to dip into Social Security as soon as you're able, but it may not be the best choice. Click through to learn more about timing your payments.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I'd Like to Improve the Look of My Email Newsletter..."

    Just as aesthetics in art can draw the attention of an individual, so can the design of an email. In both cases, an individual is drawn in to what the artist or email marketer is offering because the visual appeal has piqued their interest. Click through to learn how to bring a little art into your marketing.
     

    Saved on 06-21-2018 - Remove
  • New QuickBooks and the New Year

    Starting a new QuickBooks database can be compared to building a house. A good set of plans is a must! If you're thinking of starting a new QuickBooks database in 2017 or thinking of moving off a different software to QuickBooks, it's not too early to get started. Read our Full Article to learn how Out Of The Box Technology can help you kick off the project so you’re finished in time for the new year.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Having Trouble with Debit Card Purchases

    Debit cards can be convenient, and many business rely on them to make purchases. But their use can be problematic for your bookkeeping staff. Click through to learn how QuickBooks can help keep track of these expenses.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Figuring out Tracking in QuickBooks

    Do you need to track additional details about your business transactions beyond just the category? You may want to keep track of your income and expenses in multiple ways. Click through to learn how to use classes and locations in QuickBooks.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? I Need Help Driving Traffic to a New Niche Practice Area

    You know that capturing new markets is an excellent way to grow. Perhaps you have a talented team, but now you need the clients to create a thriving niche. Breaking into new industries is a difficult process, but you have to start somewhere. The most direct approach is to create meaningful meetings with your prospects one at a time and let the momentum begin. Click through for steps to creating new opportunities and sales within new industries.

    Saved on 06-21-2018 - Remove
  • Some Thoughts on the Future of Employment

    Work no longer requires large numbers of workers: technological progress has made farms and factories more productive than ever. What does this mean on the employment front? Click through to see our future as workers.

    Saved on 06-21-2018 - Remove
  • Meet Bookkeeping Manager Sharon Horger

    Get to know our staff! When our Bookkeeping Manager Sharon Horger isn't hard at work, she's having a great time on a golf course, traveling, or throwing a karaoke party! Click through to learn more about Sharon!

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Your QuickBooks Files Are Too Big and Slow

    Are you working in a QuickBooks file that includes data for nearly 20 years? Are you holding onto data longer than necessary? Click through to learn how to simplify your data management.

    Saved on 06-21-2018 - Remove
  • Much More to do after the Hurricanes

    Did you experience Harvey or Irma? That's our client Brandon Schneider of Southeastern Janitorial in Charleston, SC. Brandon sure experienced Irma! Now comes the time to rebuild and repair homes, businesses and communities. Click through for a helping hand to get you -- or your friends and family -- through the coming weeks.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need Some Key Metrics That Will Help Me Grow My Email Marketing Efforts..."

    Business people prefer to stay in touch via email rather than social media. This puts a lot of pressure on you to craft an email newsletter that appeals to customers and also helps you grow your business. Click through to discover some key metrics that will help you monitor your efforts and generating more new business.

    Saved on 06-21-2018 - Remove
  • Recur360

    Are you ready to revolutionize your workflow? Out Of the Box Technology has developed an APP called Recur360. It's our answer for small businesses that have recurring invoicing and payment processing needs. Read more about it in our Full Article and see how you can sign up for a free demo.

    Saved on 06-21-2018 - Remove
  • Start Thinking About Year End!

    Time marches on, doesn't it! In just a few months, it'll be 2018! If you wanted to start a new QuickBooks file for the new year, the time to start is right now! 

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need to Snowball My Lead Gen Efforts"

    Let’s face it. Many of your leads will be generated by word of mouth and referral source connections, but that doesn’t mean that your lead generation should be a passive effort. As a professional, you understand that putting a small amount of force behind a worthwhile initiative can help that effort gain momentum. The same can be said for your lead generation strategies. Click through to find out how a little extra push can create a snowball effect.

    Saved on 06-21-2018 - Remove
  • Final Days of Voting for Recur360

    Tick! Tock! Time is almost up on the race for Recur360 to be named the Best New App for Small Business. Could you take few minutes and vote for Recur360? Click through for directions on how to do that AND to learn why Recur360 is the best solution for recurring invoicing and payments.

    Saved on 06-21-2018 - Remove
  • The End of the 40-Hour Workweek?

    Ever since we were students in classrooms, our days have been structured around eight-hour blocks. But does that make sense? Click through to enter a discussion on whether we can set our own schedules.

    Saved on 06-21-2018 - Remove
  • How Do You Handle Sales Tax?

    Does your company need to collect sales tax on purchases made in and out of state? If you’re not already familiar with this process, it can seem complicated. Click through to better understand the basics of sales tax for your products.

    Saved on 06-21-2018 - Remove
  • Looking Forward to Our Memorial Day Weekend!

    Out Of The Box Technology Memorial Day Holiday Hours

    Saved on 06-21-2018 - Remove
  • Wedding Bells are Ringing

    We are so excited about the recent wedding of Senior Graphic and Web Designer Jonathan Beres and his wife Laura. We wanted to share some pictures. Click through to see them too.

    Saved on 06-21-2018 - Remove
  • Develop a Social Media Plan and Implement It

    Want your business to get found online? You don't have to be a Fortune 100 company to take advantage of social media. Click through to see how direct communication with customers has the potential to transform your business.

    Saved on 06-21-2018 - Remove
  • Did we make it out of the Escape Room?

    Puzzle, after riddle, after clue after hint - last month Out Of The Box Technology Michigan staff members combined all their know-how at a team building event. We spent an hour in an Escape Room! Ever tried to get out of one of those? Click through and see how we did!

    Saved on 06-21-2018 - Remove
  • For QuickBooks Enterprise Users Only

    If you use QuickBooks Enterprise, you are working with the software that has the most features. Did you know Intuit has some of the best credit card rates around for Enterprise users, as well? Click through the article to learn more.

    Saved on 06-21-2018 - Remove
  • Getting Better Sales Analysis in QuickBooks

    QuickBooks users input data into their file usually daily, but what happens after that? Wouldn’t it be great to have a way to use that data to analyze sales? Out Of The Box Technology offers a solution. Click our Full Article to read more.

    Saved on 06-21-2018 - Remove
  • Using QuickBooks in a Franchise - Webinar Reminder

    Do you work in the franchise industry? We need to remind you about a webinar happening later today - the topic is Financial Management with QuickBooks. You're sure to learn a lot about your franchise financials!

    Saved on 06-21-2018 - Remove
  • Hide Excel Formulas from Prying Eyes

    Sometimes you want to hide underlying formulas in a spreadsheet. You can do this, but it can get a little trick. Click through for a step-by-step guide to blocking off parts of your spreadsheet from other users.

    Saved on 06-21-2018 - Remove
  • Charitable Giving Under the New Tax Law

    Important new tax changes mean that the charitably minded might want to consider new giving strategies and take a look at appreciated stock and donor-advised funds. Click through for insights into charity in this new era.

    Saved on 06-21-2018 - Remove
  • Wow! Lots of New Updates to Recur360!

    Here’s a 2018 new year’s resolution for those of you who handle a lot of recurring invoicing --- get Recur360! If you haven’t had a look at Recur360 yet, you need to! There are many new updates and we even added how-to videos on Youtube.

    Saved on 06-21-2018 - Remove
  • 5 Business Trends that will Impact Small Business in 2018

    Alex Chriss, Chief Product Officer at Intuit's Small Business Group, recently wrote about what he thinks are trends that will definately impact small businesses in 2018. He has great insight! Click through to learn more.

    Saved on 06-21-2018 - Remove
  • Have you considered a Mobile APP for your business?

    I have a small business so why would I need a Mobile APP? Out Of The Box Technology asks, “why not?” We offer a Mobile APP solution that’s easy to manage, customizable, a great value and best of all gets you out in front of your customers. Read our Full Article for more details.

    Saved on 06-21-2018 - Remove
  • When Do You Need an HR Staff?

    When a business has only a few employees, it's easy to manage staff. But at a certain point, you need an HR manager in-house. Click through for some insights into when you'll reach that place.

    Saved on 06-21-2018 - Remove
  • What To Do When You Get an Audit Notification

    You’ve opened the mail and your heart sinks. Your business just received an audit notification from the IRS. Click through to learn how to keep your cool and prepare for what happens next.

    Saved on 06-21-2018 - Remove
  • QuickBooks Enterprise Inventory Features are Live

    Exciting feature enhancements came with the QuickBooks Desktop Enterprise 2018 R5 update (released earlier this year). They are for those using the Platinum version of QuickBooks Enterprise. 

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  • QuickBooks 2018 - Keeping your Data Secure

    Cyber-attacks and data theft are top of mind for many small businesses, so Out Of The Box Technology wants to share how updating your 2015 and older QuickBooks to the latest version can protect your vital financial information.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need to Find Sites with Free Quality Stock Images..."

    You need captivating images on your firm's website, blog or email newsletter, but like most of us, you're not a professional photographer. But don't fret! There are many sites where you can find cheap, or even free, stock images to accompany your marketing content. Click through to learn more.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? Need to Replace Nonrecurring Engagements with New Business

    It is reasonable to estimate about 10% of a firm’s business could be comprised of nonrecurring consulting jobs and tax audit engagements. Read the Full Article to learn how accounting firms can develop strategies to replace one-time, non-recurring engagements with new business.

    Saved on 06-21-2018 - Remove
  • Hey! QuickBooks isn't helping like I thought it would!

    QuickBooks software has helped streamline processes for millions of businesses over the years. But users have to remember that QuickBooks does not do everything! Click through to learn about helpful QuickBooks add-ons.  

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? Need to Replace Bad or Unprofitable Client Engagements

    When you sit down to evaluate your firm’s goals, you may be considering planned turnover. Ridding your firm of unsuitable clients can free up resources and position you for greater success with your core clients. However, firms may lose roughly 5% annually from planned turnover. Read the Full Article to learn how to replace your worst clients with more profitable engagements.

    Saved on 06-21-2018 - Remove
  • Intuit Sales Award

    At the most recent gathering of Intuit Premier Resellers, Out Of The Box Technology was recognized for our QuickBooks Enterprise sales efforts. We’re pretty pleased about the award because that means we’ve helped so many of our clients save lots of money on their QuickBooks software. Read more about how we can help you!

    Saved on 06-21-2018 - Remove
  • QuickBooks Desktop Point of Sale v18 - It's here!

    Intuit has upgraded its QuickBooks Point of Sale and we're here to tell you about its new features AND how you can upgrade if you're a point-of-sale user. Click through the article to read more.

    Saved on 06-21-2018 - Remove
  • New Logo / New Website

    We may look a little different these days, but our commitment to everything QuickBooks is still the same! Click through to take a look at our new logo and website.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? My Newsletter is Not Generating Any New Business

    Why do all businesses, no matter what the industry, need newsletters? It's one of the most effective ways to foster relationships with new and existing clients, makes you look like an industry leader and is a proven method to garner interest in your business. Click through to learn why your newsletters may not be generating any new business.

    Saved on 06-21-2018 - Remove
  • Recur360 in $100K Intuit App Showdown

    We’ve told you about our recurring invoicing and payments solutions Recur360. Any of you who do recurring invoicing knows it can be quite a process that takes a lot of time! Well, if you haven’t taken a look at Recur360 yet, you need to now! The Intuit App Development team has taken notice and next week Recur360 competes in the Intuit App Development $100K App Showdown!

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? - Partners and Staff Are Not Bringing In Enough New Business

    Looking to generate some growth in your firm without having to acquire or merge with another company? Click through to learn some industry tips for creating growth that starts with your partners and staff.

    Saved on 06-21-2018 - Remove
  • We have to Share this Story!

    Because we consult on financials and processes of small and medium sized businesses, our clients look very closely at our work. And they should! Well, recently we received an email from a client who never thought he'd get help for what he described as a very "complex" QuickBooks issue. But he did with Out Of The Box Technology.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? No System in Place for Getting New Business

    Many of your firm’s leads may be generated by word of mouth and referral source connections, but that doesn’t mean that your lead generation should be a passive effort. As a professional, you understand that putting a small amount of force behind a worthwhile initiative can help that effort gain momentum. The same can be said for your lead generation strategies. Read the Full Article to find out how you can implement a system for getting new business.

    Saved on 06-21-2018 - Remove
  • Getting to Know Nexonia – our Next Technology Tuesdays

    It’s time to sign up for our next Technology Tuesdays! The topic is getting to know Nexonia. Are you familiar with this expense reporting, timesheet, and vacation tracking solution that integrates with QuickBooks? No? Then you need to watch this free demo! Click through to learn more.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need To Bulk Up My Prospecting & Lead Generation Efforts…"

    While it’s certainly true that some of your leads will be generated by word of mouth and referral source connections, that doesn’t mean that your lead generation strategies should only be a passive effort. Click through to find out how a little extra push can bulk up your prospecting.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need to Get My Head Around Social Media Marketing Strategies..."

    Whether or not your business has an active social media presence, you probably understand the potential power of social networking. Click through for three simple tips that will help your firm get on the road to building a consistent social media presence.

    Saved on 06-21-2018 - Remove
  • Tips on Managing the Ubiquitous Form 1099

    In today's economy, it may seem that there's a thin line between your employees and your contractors, but there's a world of difference to the IRS. One important distinction is the tax form used. Click through for the Form 1099 basics.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need My Lead Generation Campaigns to Work Smarter, Not Harder"

    "Any old thing" is bad. Take a tactical approach to outsourcing your marketing and evaluate its bearing on your success. Your strategies should work for you – cohesively. Click through to learn more.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Want to Maximize My Social Media Presence With Minimal Effort..."

    You're strapped for time, but you still have a social media presence to maintain. What is a savvy marketer to do? Here are five smart tips for getting the most bang out of the time and effort you invest in posting content to your social networks.

    Saved on 06-21-2018 - Remove
  • We Love our Clients

    If you haven't worked with any of us here at Out Of The Box Technology, we just want you to know how much we love our clients and, well, gosh, they love us too! They say things such as “OTB and their staff is the best," or “You can't go wrong with Out of the Box!!!” Click our Full Article to read more reviews from our clients. Hopefully those testimonials will be enough for you to give us a call!

    Saved on 06-21-2018 - Remove
  • Special Video Report: Know the Importance of Job Descriptions

    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.

    Saved on 06-21-2018 - Remove
  • Franchise Services

    Out Of The Box Technology has been providing QuickBooks, bookkeeping, software integration and app development to members of the International Franchise Association for nearly a decade. We just closed another successful IFA convention and it was so great to see old franchise friends and meet a lot of new ones! Read through to learn about what we can offer your franchise concept. 

    Saved on 06-21-2018 - Remove
  • Three Ways to Create a Series of Numbers in Microsoft Excel

    Sometimes you have a need to create a series of numbers in Excel. Fortunately, there's more than one way to skin a cat! There are actually three ways to create a series. Click through for the step-by-step details.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Trying to Search in QuickBooks Online

    QuickBooks can take care of a huge amount of data, but sometimes the trick is finding it all. Fortunately, you can locate what you need, if you have the techniques down. Click through for an introduction to searching in QuickBooks.

    Saved on 06-21-2018 - Remove
  • Time to Put Your PC Out to Pasture?

    Being a full-service IT company, Out Of The Box Technology understands that desktops, laptops, monitors and other computer components don't have an unlimited lifetime. Click through to learn when to replace them.

    Saved on 06-21-2018 - Remove
  • How Does the ADA Work?

    The Americans with Disabilities Act is a federal law that prohibits employers from discriminating against a qualified person who has a disability. Click through to discover what's meant by the ADA's call for reasonable accommodations and who decides what's reasonable.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? No System in Place for Attracting and Responding to New Leads

    If your firm's leads are being be generated largely by word of mouth and referral source connections, this may mean that your lead generation strategy is a passive effort. As a professional, you understand that some force behind a worthwhile initiative can help that effort gain momentum. The same can be said for your lead generation strategies. Click through to find out how you can implement a system for attracting and responding to new business.

    Saved on 06-21-2018 - Remove
  • May the luck of the Irish be with you this Saint Patrick's Day

    May the luck of the Irish be with you all year long! Hoping your Saint Patrick’s Day is full of cheer and good fun. Click through for a special greeting.

    Saved on 06-21-2018 - Remove
  • Meet our Intuit Contacts

    Did you know, that because Out Of The Box Technology is an Intuit Premier Reseller, YOU have a direct line to decision makers at Intuit? Every day we are in touch with these representatives who assist us with software orders, software add ons and, well, anything related to QuickBooks. Read through to our Full Article and meet all our Intuit reps who may someday end up helping you!

    Saved on 06-21-2018 - Remove
  • Excel Spreadsheet Tip!

    It's another trick many Excel users don't know about: using Excel to extract website addresses from email addresses. Click through to learn how this helpful shortcut saves time in CRM tasks.

    Saved on 06-21-2018 - Remove
  • Estate Planning Is NOT Just for the Wealthy

    There's a common perception that estate planning is only for those with vast wealth. But that's wrong. Click through to get a deeper understanding of the importance of planning for even modest estates.

    Saved on 06-21-2018 - Remove
  • What's the Best Payday Frequency?

    Depending on local rules, you might have a lot of leeway on how often to cut paychecks: every week, every other week, monthly. What is best for your company and your employees? Click through for the options, and the advantages of each.

    Saved on 06-21-2018 - Remove
  • Recur360 and QuickBooks Online

    Use QuickBooks Online? Have recurring transaction issues? Then Recur360 is your solution! Recur360 is an APP developed by Out Of The Box Technology. Read how you can get a free demo AND make your life a whole lot easier!

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Confused About Cost Segregation with a New Building

    Cost segregation is used to classify assets for federal tax purposes, and if used correctly, it can save your money. But the devil's in the details. Click through to learn more about making tax regulations work for you.

    Saved on 06-21-2018 - Remove
  • Employee Spotlight - Donna Tenbusch

    She loves to run. She loves her dog Roxie. And she loves the hundreds of people she talks to each week at Out Of The Box Technology. Read our Full Article to learn more about Donna Tenbusch. Donna makes it a #1 priority that small business owners who call us get listened to and get help with whatever QuickBooks or IT issue they are dealing with.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need Help Driving Traffic to a New Niche Practice Area"

    You know that capturing new markets is an excellent way to grow. Perhaps you have a talented team, but now you need the clients to create a thriving niche. Breaking into new industries is a difficult process, but you have to start somewhere. The most direct approach is to create meaningful meetings with your prospects one at a time and let the momentum begin. Click through for steps to creating new opportunities and sales within new industries.

    Saved on 06-21-2018 - Remove
  • The Future of Work: Digital Transformation

    Digital transformation is impacting all aspects of our lives. The typical office worker is becoming a thing of the past. Click through to discover the future of work and your place in it.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "My Newsletter is Not Generating Any New Business"

    Business people prefer to stay in touch via email rather than social media. This puts a lot of pressure on you to craft an email newsletter that appeals to clients and also helps you get prospects' attention. Click through to discover some key metrics that will help you monitor your efforts and garnering more interest.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: Protecting Against Employee Theft

    Business owners lose about $50 million a year to employee theft and fraud, according to the U.S. Chamber of Commerce. Click through for a glimpse at some of the many ways employees could be stealing from you.

    Saved on 06-21-2018 - Remove
  • Interactive Touch Displays

    Step up the interior of your business or turn up the technology at your next conference. Take a look at (and feel free to handle) our new Interactive Touch Display offerings. These are so cool! Read our Full Article to learn more.

    Saved on 06-21-2018 - Remove
  • Here's Help for an Excel Spreadsheet Issue

    What is "Protected View" in Excel? It's a useful feature, but for many, it's also an annoyance. What exactly does this feature do and how can you work with it? Click through for some tips on this little-understood aspect of Excel.

    Saved on 06-21-2018 - Remove
  • How OSHA Can Affect Your Business

    No matter what kind of business you run, you have to know something about OSHA, which oversees workplace safety. Click through for some insights into how OSHA works and why you need to be familiar with its rules.

    Saved on 06-21-2018 - Remove
  • Pain Point: Tracking Employee Time

    If you’re still using a spreadsheet to track employee time or some other solution that’s causing you grief – have we got the solution for you! It’s called Tsheets and its designed to streamline your time tracking and integrate with QuickBooks.

    Saved on 06-21-2018 - Remove
  • Watch Recur360!

    Recur360 is our web-based platform that automatically generates invoices and payments and integrates with QuickBooks. Click through to our Full Article where you can see what we mean!

    Saved on 06-21-2018 - Remove
  • Want to learn about Recur360? Join the next QB Power Hour!

    Recur360 is going to be the topic of the next QB Power Hour. If you haven’t already joined a QB Power Hour for QuickBooks related tips, then you need to register for these free presentations. QB Power Hour is geared toward Accountants, ProAdvisors, CPAs, Bookkeepers and QuickBooks Consultants.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation? "I Need to Get More LinkedIn Connections"

    We all know that having a personal LinkedIn profile and one for your business is essential to your social media goals. But merely setting up profiles and forgetting they exists won't help your efforts. There are some relatively simple things you can do to make your pages more interesting to your LinkedIn community. Click through for six strategies that will jump start the process to increasing your LinkedIn connections.

    Saved on 06-21-2018 - Remove
  • Careers at Out Of The Box Technology

    Out Of The Box Technology is growing! We are looking for candidates in our Bookkeeping department. Click on our Full Article to learn about these opportunities.

    Saved on 06-21-2018 - Remove
  • Is This Your Situation: You're Overwhelmed Entering Data

    You're tired of wasting time and money manually entering hundreds of transactions into QuickBooks. Click through for some suggestions on greatly reducing the hours spent keyboarding.

    Saved on 06-21-2018 - Remove
  • Technology Tuesdays coming up in May

    Two great topics coming up on our next Technology Tuesdays in May. May 15 – Easy Cash Flow Management for Businesses and on May 29 – Q/A about Tax Reform and how it affects your business. Good topics, right? Well, then go ahead and register for them!

    Saved on 06-21-2018 - Remove
  • Recordkeeping Rules for Your Manufacturing Company

    Recordkeeping isn’t simple for any industry, but it is particularly crucial for your manufacturing company. Click through to learn more about how to properly follow recordkeeping rules, to better run your company and remain compliant with rules and regulations.

    Saved on 06-21-2018 - Remove
  • Know All About Your Miscellaneous Deductions

    Miscellaneous itemized deductions are deductible only if they exceed 2 percent of your adjusted gross income. You need to make sure that these deductions are ordinary, necessary and reasonable in amount, says the IRS. Click through to get specific details.

    Saved on 06-21-2018 - Remove
  • Out Of The Box Technology Celebrates Mother's Day

    We thought it'd be fun to celebrate some of the awesome moms we have working at Out Of The Box Technology. I mean, who doesn't like to show off pics of their kids? 

    Saved on 06-21-2018 - Remove
  • Check your Credit Card Processing Rates Against Ours

    We are now offering our clients credit card processing – Recur360 Payments. If you don’t use an existing merchant processor or are interested in better rates, check us out!

    Saved on 06-21-2018 - Remove
  • Wage Garnishments: What You Need to Do

    It's a hassle for any payroll department: getting an official letter that you have to withhold part of an employee's salary, as ordered by a court. Click through to learn what you have to do when wages are being garnished.

    Saved on 06-21-2018 - Remove
  • Depreciation: Is It Right for You?

    Depreciation is a deduction from income tax that lets you recover the cost of property. Click through to see how the IRS allows for the wear and tear, deterioration or even obsolescence of items.

    Saved on 06-21-2018 - Remove
  • Wishing You a Valentine’s Day That Has Never Been Sweeter

    Share your Valentine's Day with the ones you love the most. From our team to yours, we wish you a happy Valentine’s Day. Click through for a special Valentine's Day greeting.

    Saved on 06-21-2018 - Remove
  • News you can use about 2018 Federal Withholding Calculations

    We're sharing information Intuit Payroll recently sent out. It's about how you, your family, and coworkers should do get a "paycheck check up" because of new tax laws. Click through to read more.

    Saved on 06-21-2018 - Remove
  • Challenging the IRS's Valuation of Your Company

    Experts say that the average business owner grossly underestimates the value of a business. Click through to discover how to anticipate IRS challenges and shoot back with your own valuation data.

    Saved on 06-21-2018 - Remove
  • Caring for a Sick QuickBooks File

    Can we be honest here? Was this past tax deadline a nightmare because your QuickBooks file was mess? Well, it’s okay to say “yes” to that question. Happens to a lot of business owners. The good news is, there’s a solution! It’s called a QuickBooks Checkup. Read on. You’re going to love having a handle on your financials!

    Saved on 06-21-2018 - Remove
  • Questions about the new Tax Law? We’ve got Answers!

    Coming up later this month, we will have a CPA available to take your questions live about the new tax law. That’s just one of our Technology Tuesdays topics. The other has to do with Easy Cash Flow Management for Businesses. Want to know more about how you can join our free Technology Tuesdays? Just click the article.

    Saved on 06-21-2018 - Remove
  • Recur360 Updates

    So you thought our recurring invoicing, payments, and collections solution – Recur360 – was awesome already? Well, it just got better! We recently added new features. Click the article to read more. 

    Saved on 01-23-2019 - Remove
  • When It's Not Enough to Back Up Your Computer

    You may have the best backup plan in the world. Click the full article right below here to learn why that may not be enough, what you can do about it, and how Out Of The Box Technology can help.

    Saved on 06-21-2018 - Remove
  • Why Every Firm Needs Growth & How To Get Growth Strategies Working For You

    By Barry J. Friedman, CPA, CEO of IndustryNewsletters

    As a CPA, I’ve been there. I have thought, “Is marketing really worth it?” This is a great question to ask. It is always good to stop and evaluate the adequacy of a firm’s growth strategy. Here’s why: every firm needs growth. There needs to be a strategy, even for firms that are not aggressively seeking growth, to replace natural attrition. Read the Full Article to learn more.

    Saved on 06-21-2018 - Remove
  • How Often Should You Pay Employees?

    One a week? Once a month? You need to decide how often you'll be signing paychecks. Click Full Article below to learn about the rules and best practices for timing paychecks.

    Saved on 06-21-2018 - Remove
  • Who’s Who at Out Of The Box Technology

    Did you know the owners of Out Of The Box Technology together have more than 40 years of QuickBooks experience? That’s why we should be your only source for anything related to QuickBooks - software, set up, training, and troubleshooting. Click on the Full Article to learn more about our cofounders Lisa McCarthy and Andrew Abrams.

    Saved on 06-21-2018 - Remove
  • Welcome to our New Newsletter!

    We are as excited as this gal to hear about the new Out Of The Box Technology newsletter! We'll be offering you tips and articles on all the services we provide as well as news that small to medium sized businesses will find really beneficial to their success. Click our Full Article to learn what we’ll have in upcoming newsletters.

    Saved on 06-21-2018 - Remove
  • Understanding Your Payroll Tax Liabilities

    Although the payroll taxes you’re liable for as an employer may seem obvious, some taxes are not so easy to identify. Click through to learn the common and not-so-common employer payroll taxes, including associated liabilities.

    Saved on 06-23-2018 - Remove
  • Scaling New Heights 2018

    Great to see so many from the world of QuickBooks at this week’s Scaling New Heights conference in Atlanta! Click through to see who from the OOTB team participated and how so many learned about Recur360. 

    Saved on 06-23-2018 - Remove
  • Hobby vs. Business: What's the Difference to the IRS?

    It's an old tax question, but the answers don't get any easier: what is the difference between a hobby and a business? It's a subtle point, but an important one. Click through for insights into IRS guidance.

    Saved on 06-23-2018 - Remove
  • Father's Day

    At Out Of The Box Technology, we are still celebrating Father's Day. We have some awesome dads on our team and whether these dads are caring for toddlers, teens, or fur babies, they are pretty proud of their families! 

    Saved on 06-23-2018 - Remove
  • Technology Tuesdays are back!

    There are SO many apps that integrate with QuickBooks. Some do time keeping. Some do scheduling. Some handle recurring invocing and payments (like our awesome Recur360!). What's the right one for your business? You'll soon find out as Out Of The Box Technology starts our Technology Tuesdays. Once a month, you can join a free webinar that will break down an app that we think is pretty great for your business. The first one is in March and it focuses on Qvinci - How to Leverage Automated Financial Data Consolidation.

    Saved on 07-04-2018 - Remove
  • Supreme Court Ruling on Online Sales Tax Sows More Confusion

    The Supreme Court has ruled that a company does not need to have a physical presence in a state to be subject to its sales tax. Click through to find out what this really means, and who is affected.

    Saved on 07-11-2018 - Remove
  • Is This Your Situation: Worried About the Monthly Close

    Got those end-of-the-month blues? How do you make sure that the monthly financial statements are accurate and timely? Click through to learn how to simplify this tedious task.

    Saved on 07-11-2018 - Remove
  • Did you see us at Scaling New Heights?

    Hundreds of people stopped by both, yes both, of our Recur360 booths at the Scaling New Heights conference in Atlanta. They learned just how valuable this advanced invoicing, payments, and collections solution really is!

    Saved on 07-11-2018 - Remove
  • Don't Try This at Home: Frivolous Tax Arguments

    We'll be thinking about taxes again before you know it! Laws change, but one thing that doesn't vary is the IRS's view of bizarre excuses. Click through to learn about frivolous arguments the IRS has no patience for.

    Saved on 02-03-2019 - Remove
  • Is This Your Situation: Are You Having Trouble Retaining Employees?

    When employees continually are handing in resignation notices, it is more than just inconvenient. Too much turnover can really hurt your bottom line. Click through for thoughts on retaining staff to improve efficiency and lower costs.

    Saved on 02-03-2019 - Remove
  • Take Advantage of the Small Business Administration

    What can the Small Business Administration do for your business? Probably more than you imagined! Click through for an introduction to the SBA and the many programs it offers to businesses like yours.

    Saved on 02-04-2019 - Remove
  • Recur360: New Updates and Features

    Our recurring invoicing and payments solution Recur360 just got better! Read our full article to learn more about all the new updates and features we just added.

    Saved on 02-05-2019 - Remove
  • Franchise Financial Management with QuickBooks

    If your business is a franchise, you should join an upcoming webinar put on by the International Franchise Association featuring Out Of The Box Technology Co-Founder Lisa McCarthy. The subject: Franchise Financial Management with QuickBooks. Click through to read more.

    Saved on 02-05-2019 - Remove
  • Is This Your Situation: You Want QuickBooks to Help Prevent Fraud

    Have you ever wondered if you have theft occurring in your business? You don't necessarily need a private eye. Click through to learn how QuickBooks might be able to uncover fraudulent activity.

    Saved on 02-06-2019 - Remove
  • Facing Problems in a Family-Owned Business

    So many of our clients are family-owned businesses and we've learned there can sometimes be special circumstances when it comes to managing relatives. Click through to learn how to address these.

    Saved on 02-06-2019 - Remove
  • Franchise Services

    Out Of The Box Technology offers accounting, IT, and marketing related services to franchisors and franchisees. These include QuickBooks, mobile APPS, convention APPS, IT support. Some of our clients include Two Men And A Truck, Little Caesars Pizza, DreamMaker Bath and Kitchen and many, many more. Read our Full Article to find out how we can help your franchise.

    Saved on 02-07-2019 - Remove
  • Cheers for Out Of The Box Technology Bookkeepers!

    Bookkeepers around the world are being celebrated this month during Global Bookkeeping Week and that includes our awesome bookkeeping staff. Read our Full Article where you’ll learn about our bookkeeping services and how our bookkeeping staff just loves to keep our clients up to date with their financials.

    Saved on 02-07-2019 - Remove
  • What’s New in QuickBooks 2017 Part 2!

    QuickBooks 2017 just launched this past Monday. There are just too many new and improved features in QuickBooks Enterprise 2017 to share in one newsletter article. In our last newsletter we talked about improvements to the multi-user mode and the search feature. This week we share the rest with you!

    Saved on 02-07-2019 - Remove
  • What’s New in QuickBooks 2017!

    The launch of QuickBooks 2017 is just around the corner so we can start sharing some of the new features with you! There are too many to share in one article, so we’re going to split them up. In this article learn about some of the top new features in QuickBooks Enterprise 2017.

    Saved on 02-07-2019 - Remove
  • How Do You Research Salary Rates?

    Whether you're running a company or working for one, you want to know what the market rate is for people with a specific skill set and experience in a particular region. Click through to powershift your salary rate research chops.

    Saved on 04-06-2019 - Remove
  • Worried About Fraud in Your Business? We can Help!

    Sadly, there aren't many aspects of life, including a small business, where we don't have to worry about fraud at all. Click through to learn some ways you can prevent fraud in your company and how Out Of The Box Technology can help.

    Saved on 04-06-2019 - Remove
  • Living Wills: Everybody Should Have One

    It's hard to contemplate, but there may come a time in your life when you can't make decisions for yourself. That's what a living will is for. Click through to find out how these work and why you need one.

    Saved on 04-06-2019 - Remove
  • QuickBooks 2014 Users – Understanding Intuit’s Sunset Policy

    We are getting a lot of calls during this time of year from users of QuickBooks 2014. Intuit is sending messages about its “Sunset Policy” or QuickBooks Desktop Service Discontinuation. Click on the article so we can better explain it to you.

    Saved on 04-06-2019 - Remove
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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