CPA Practice Advisor

NOV 2018

Today's Technology for Tomorrow's Firm.

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NOVEMBER 2018 ■ 3 FROM THE EDITOR GAIL PERRY, CPA Editor-in-Chief @gperrycpa CPE Day: December 6, 2018 – Ensuring Success! You and your colleagues have an opportunity to expand your minds and collect up to 10 hours of continuing professional education on Thursday, December 6, as CPA Practice Advisor once again presents its annual free live-streaming conference, Ensuring Success. Join dozens of nationally recognized speakers and thousands of your peers for this unique conference that brings outstanding educational opportunities to you in an interactive environment so that you can ask your questions and share experiences from the friendly confines of your home, office, or even your favorite coffee shop or vacation spot. The full schedule for the day can be found at Choose the session(s) you want to attend or come for the entire day – it’s your choice. Each 50-minute session qualifies for one CPE credit, and some of the sessions as noted on the schedule also qualify for IRS Continuing Education credit. “Just want to say how much I have enjoyed all of these sessions. I’m so used to highly technical CPE and this is such a refreshing approach in terms of really relevant material and a format that was so informal and appealing. I picked up a number of ‘pearls’!” - Debbie Misegardis, CPA, MT - 2017 attendee. If you’re planning on watching Ensuring Success with other members of your firm, we recommend you set up a large monitor in your conference room or meeting room, distribute a schedule of the sessions to your firm members, and encourage your team to watch the sessions together so you can discuss the topics as they are being presented. Order in some lunch or snacks and make it a day of learning together. Throughout the day you will have the opportunity to communicate with us live just as if you are with us in a classroom, participate in interactive polling, and follow us on social media (Facebook:; Twitter #DecemberCPE). We guarantee you won’t be disappointed in the content and the quality of the sessions! You can register today at! Ensuring Success is free to all attendees as a result of the generous sponsorships by key members of the accounting community including Avalara, Boomer Consulting, Canopy,,, Intuit ProConnect, Peisner Johnson, Receipt Bank, Sage, and Xero. Please join us on Thursday December 6, from 9 a.m. to 7 p.m. EST at! “Thanks for the opportunity to participate. This is my first time for Ensuring Success. It won’t be the last. It was great.” - Timothy Evans, CPA, CFP - 2017 attendee. CPA Practice Advisor Presents Ensuring Success! Published by Endeavor Business Media PO Box 803 | 1233 Janesville Ave. | Fort Atkinson, WI 53538 | 920-563-6388 | 800-547-7377 VOLUME 28, NUMBER 10 Publisher: Barry Strobel Editor-in-Chief: Gail Perry, CPA Managing Editor: Isaac M. O'Bannon National Sales Manager: Lou Meszoros Contributors: Ken Berry, JD Doug Sleeter Jim Boomer, CPA.CITP Kristy Short Randy Johnston Roman H. Kepczyk, CPA.CITP Paul McDonald Amy Vetter, CPA.CITP, CGMA Becky Livingston Brian Tankersley, CPA.CITP, CGMA Reviewers: Mary Girsch-Bock John Higgins, CPA Art Director: Rhonda Cousin Site Manager: Lester Craft Production Manager: Barb Evenson Audience Development Manager: Terri Pettit Today's Technology for Tomorrow's Firm CPA Today's Technology for Tomorrow's Firm NSA Practice Advisor (USPS 017-576), (ISSN 2160-8725 print; ISSN 2160-8733 online) is published six times per year (February, April, June/July, August, October and December) by Endeavor Business Media, incorporating two editions known as CPA Practice Advisor and NSA Practice Advisor. Periodicals postage paid at Fort Atkinson, WI 53538 and additional mailing offices. POSTMASTER: Send address changes to Practice Advisor, PO Box 3257, Northbrook, IL 60065-3257. Canada Post PM40612608. Return undeliverable Canadian addresses to: Practice Advisor, PO Box 25542, London, ON N6C 6B2. Subscriptions: Individual subscriptions are available without charge in the U.S. to qualified subscribers. Publisher reserves the right to reject non-qualified subscriptions. Subscription prices: The basic annual rate is $3, based on qualifying associations of 10,000 or more public accountants that may also subscribe for all their public accountant members (certain restrictive covenants apply) for a basic subscription rate of $9 per member for a three-year subscription. One year subscription for all others: USA - $37; CAN $64+Tax GST; INT'L $91 GST. All subscriptions payable in U.S. funds, drawn on U.S. bank. Canadian GST#842773848. Back issue $10 prepaid, if available. Printed in the USA. Copyright 2018 Endeavor Business Media. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recordings or any information storage or retrieval system, without permission from the publisher. Endeavor Business Media does not assume and hereby disclaims any liability to any person or company for any loss or damage caused by errors or omissions in the material herein, regardless of whether such errors result from negligence, accident or any other cause whatsoever. The views and opinions in the articles herein are not to be taken as official expressions of the publishers, unless so stated. The publishers do not warrant, either expressly or by implication, the factual accuracy of the articles herein, nor do they so warrant any views or opinions offered by the authors of said articles. The opinions given by contributing authors are their own and are not the opinions of our staff. All trademarks used are the property of their respective owner. Editorial Advisory Board: Jim Bourke, CPA.CITP, CGMA, CFF Jim Boomer, CPA.CITP, CGMA, MBA Bob Cedergren, CPA.CITP, CGMA, CISA Randy Johnston, MCS Greg LaFollette, CPA.CITP, CGMA Donny Shimamoto, CPA.CITP, CGMA Doug Sleeter Sandra Wiley, PHR, SPHR ENDEAVOR BUSINESS MEDIA CEO: Chris Ferrell Chief Revenue Officer: Scott Bieda VP, Production Operations: Curt Pordes VP, Technology: Eric Kammerzelt Executive Vice President: Gloria Cosby Director of Digital Business Dev.: Lester Craft Director of Finance: Jessica Klug Subscription Customer Service 877-382-9187; 847-559-7598 PO Box 3257, Northbrook IL 60065-3257 Article reprints: Brett Petillo Wright's Media 877-652-5295, ext. 118 List Rentals: Elizabeth Jackson email: phone: 847-492-1350 ext. 18 fax: 847-492-0085

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