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22 October 2014 • www.CPAPracticeAdvisor.com TAX PLANNING SYSTEMS Reviews BEST FIT While frms using Lacerte Tax and DMS will benefit with the direct integration, it may also be considered as a standalone product because it is easy to use and a lower cost alterna- tive than the products reviewed. STRENGTHS • User-friendly interface similar to that of the tax program. • Easily imports client tax data from Lacerte Tax. • Reports can be printed directly to Lacerte Document Management System • Comes bundled with Lacerte Tax Analyzer and DMS • Quick ly estimates yearly wages from pay stubs with the W-2 Pro- jector POTENTIAL LIMITATIONS • Not preconfgured to calculate tax for all states (though a user can create a generic state) • Calculates tax for only one state per plan SUMMARY & PRICING Users of Lacerte Tax and DMS will benefit from the time savings and efciencies that the planning product provides through its integrations. Lacerte Tax Planner is sold as part of the Lacerte Productivity Plus Bundle. This bundle, which is $349 for as many Lacerte user "seats" the frm has purchased, also includes Lacerte Tax Analyzer and Lacerte Document Management System. A free demo comes with the Lacerte Tax program, allowing potential users to try all aspects of the program before pur- chasing it. http://accountants.intuit.com/ tax/lacerte/ Intuit Lacerte Tax Planner Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12004296 4.5 2014 OVERALL RATING BEST FIT Firms using the Tomson Reuters CS Professional Suite that can b e n e f i t f r o m t h e i n t e g r a t i o n between Planner CS and the suite's ta x preparation and document management products. STRENGTHS • Capable of produci ng projec- tions for an unlimited number of years • Integration with several compo- nent s of t he C S P rofe s sion a l Suite • Many options for customizing reports and graphs • W-4 Calculator • Easy conversion from other tax preparation packages via imports POTENTIAL LIMITATIONS • No option to export reports to Excel SUMMARY & PRICING Planner CS is a powerful tax plan- ning product for frms with clients who have complex tax situations and multistate issues. Users of the CS Professional Suite will fnd time savings and efciency gains because o f t h e i n te g r at i o n . W h e n n o t attached w ith UltraTa x CS, the standalone current price is $710 for the Federal application, $200 for one state, and $320 for all states. www.thomsonreuters.com Thomson Reuters Planner CS Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12004292 4.75 2014 OVERALL RATING Statement of Ownership, Management, and Circulation (Requester Publications Only) 1. Publication Title 2. Publication No. 3. Filing Date CPA Practice Advisor 017-576 4. Issue Frequency 5. No. of Issues Published Annually 6. Annual Subscription Price Irregular - April, June/July, September, October 4 $3.00 Qualified Association $48.00 Non-Association 7. Complete Mailing Address of Known Office of Publication (Street, City, County, State, and Zip+4) Contact Person Cygnus Business Media, Inc. Angela Kelty 1233 Janesville Ave PO Box 803 Telephone Fort Atkinson, WI 53538 (920) 568-3781 8. Complete Mailing Address of Headquarters or General Business Office of Publisher Cygnus Business Media; 1233 Janesville Ave; PO Box 803; Fort Atkinson, WI 53538 9. Full Names and Complete Mailing Addresses of Publisher, Editor, and Managing Editor Publisher (Name and Complete Mailing Address) Jim Baker 1233 Janesville Avenue Fort Atkinson, WI 53538 Editor (Name and Complete Mailing Address) Gail Perry 1233 Janesville Avenue Fort Atkinson, WI 53538 Managing Editor (Name and Complete Mailing Address) Isaac M O'Bannon 1233 Janesville Avenue Fort Atkinson, WI 53538 10. Owner (Do not leave blank. If the publication is owned by a corporation, give the name and address of the corporation immediately followed by the names and addresses of all stockholders owning or holding 1 percent or more of the total amount of stock . If not owned by a corporation, give the names and addresses of the individual owners. If owned by a partnership or other unincorporated firm, give its name and address as well as those of each individual owner. If the publication is published by a nonprofit organization, give its name and address.) Full Name Complete Mailing Address Cygnus Business Media 1233 Janesville Avenue, Fort Atkinson WI 53538 11. Known Bondholders, Mortgagees, and Other Security Holders Owning or Holding 1 Percent or more of Total Amount of Bonds, Mortgages or Other Securities. If none, check here. None Full Name Complete Mailing Address General Electric Capital Corporate 2325 Lakeview Parkway, Suite 700 Alpharetta GA 30009 Black Diamond Capital Management LLC 1 Sound Shore Dr, Suite 200, Greenwich CT 06830 Van Kampen Senior Income Trust 1 Parkview Plaza, Suite 100 4th Floor, Oakbrook Terrace IL 60181 Van Kampen Senior Loan Fund 1 Parkview Plaza, Suite 100 4th Floor, Oakbrook Terrace IL 60181 Genesis CLO 2007-1 Ltd 650 5th Ave, 9th Floor, New York NY 10019 Genesis CLO 2007-2 Ltd 335 N Maple Dr, Suite 130, Beverly Hills CA 90210 Morgan Stanley Prime Income Trust 1 Parkview Plaza, Suite 100 4th Floor, Oakbrook Terrace IL 60181 Woodside Capital Partners V LL C 25 Mall Rd, Burlin g ton MA 0180 3 Granite Ventures I Ltd ( Stone Towe r 152 W 57th St, 33rd Floor , New York NY 1001 9 12. For completion by nonprofit organizations authorized to mail at nonprofit rates. The purpose, function, and nonprofit status of this organization and the exempt status for federal income tax purposes: Has Not Changed During Preceding 12 Months Has Changed During Preceding 12 Months September 15, 2014 13. Publication Title 14. Issue Date for Circulation Data Below CPA Practice Advisor September 2014 15. Extent and Nature of Circulation Average Number of Copies Number Copies of Single Each Issue During Issue Published Preceding 12 Months Nearest to Filing Date a. Total No. Copies (net press run) 35671 35530 Outside County Paid/Requested Mail Subscriptions stated on 35023 34971 (1) PS Form 3541. (Include direct written request from recipient, telemarketing and b. Legitimate Internet requests from recipient, paid subscriptions including nominal rate subscriptions, Paid and/or employer requests, advertiser's proof copies, and exchange copies.) Requested (2) In-County Paid/Requested Mail Subscriptions stated on PS 0 0 Distribution Form 3451. (Include direct written request from recipient, telemarketing and internet (By Mail requests from recipient, paid subscriptions including nominal rate subscriptions, and Outside employer requests, advertiser's proof copies, and exchange copies.) the Mail) (3) Sales Through Dealers & Carriers, Street Vendors, Counter 34 34 Sales, and Other Paid or Requested distribution Outside USPS. (4) Requested Copies Distributed by Other Mail Classes 0 0 Through the USPS. (e.g. first-Class Mail) c. Total Paid and/or Requested Circulation 35057 35005 [Sum of 15b (1), (2), (3), (4)] (1) Outside County Nonrequested Copies stated on PS form 3541. (Include Sample copies, Requests Over 3 years old, Requests induced by a Premium, 150 163 d. Nonrequested Bulk Sales and Requests including Association Requests, Names obtained from Distribution Business Directories, Lists, and other sources.) (By Mail (2) In-County Nonrequested Copies stated on PS form 3541. and Outside (Include Sample copies, Requests Over 3 years old, Requests induced by a Premium, 0 0 the Mail) Bulk Sales and Requests including Association Requests, Names obtained from Business Directories, Lists, and other sources.) (3) Nonrequested Copies Distributed Through the USPS by Other Classes of Mail. (e.g. First-Class Mail, Nonrequestor Copies mailed in 0 0 excess of 10% Limit mailed at Standard Mail or Package Services Rates) (4) Nonrequested Copies Distributed Outside the Mail 320 203 (Include Pickup Stands, Trade Shows, Showrooms, other sources) e. Total Nonrequested Distribution (Sum of 15d (1), (2), and (3)) 470 366 f. Total Distribution (Sum of 15c and e) 35527 35371 g. Copies Not Distributed 145 159 h. Total (Sum of 15f and g) 35671 35530 i. Percent Paid and/or Requested Circulation 98.7% 99.0% (15c / 15f x 100) Average Number Copies Number of Copies of Single 16. Electronic Copy Circulation Each Issue During Issue Published If you are using PS Form 3526-R and claiming electronic copies complete below: Previous 12 Months Nearest to Filing Date a. Requested and Paid Electronic Copies 6535 6152 b. Total Requested and Paid Print Copies (Line 15C) + Requested/Paid Electronic Copies 41592 41157 c. Total Copy Distribution (Line 15F) + Requested/Paid Electronic Copies 42062 41523 d. Percent Paid and/or Requested Circulation (Both Print ectronic Copies) 93.2% 94.2% 17. Publication of Statement of Ownership for a Requester Publication is required and will be printed in the October 2014 issue of this publication. 18. Signature and Title of Editor, Publisher, Business Manager, or Owner Date Julie Nachtigal, VP Audience Development September 15, 2014 _ I certify that 50% of all my distributed copies (Electronic & Print) are legitimate requests or paid copies. I certify that all information furnished on this form is true and complete. 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