Articles by Topic

We are proud of the fact that our professionals are published so frequently. Please feel free to peruse our library of articles, sorted by topic for your convenience. We ask that you please credit the source whenever you reprint or share any of the information here.

 

 

 

 

 

Audit

Data Extraction Software – How We Can Use It To Help You

How To Prepare For An Audit
By James E. Rowen, CPA, Senior Associate

Business Management, IT Consulting & Planning

ERP Can be a Powerful Tool in Any Market

Qahim Moosavi, Margolis Consulting Services

New Year is Chance to Assess Your Business

Leon Dutkiewicz, CPA , contributor to USA Today article

Mobile Security - Take it with You Wherever You Go
Qahim Moosavi, Margolis Consulting Services

The Legal Necessity of Data Archiving
Qahim Moosavi, Margolis Consulting Services

Proper Planning to Prevent Data Loss
Qahim Moosavi, Margolis Consulting Services

The Strategic Aspects of Business Borrowing

By David A. Price, CPA, Principal

The Need for IT Controls
By Qahim Moosavi, Margolis Consulting Services

Pulling Cash Out of Your Corporation
By Daniel L. Effron, CPA, MST, Principal

At Updated Look at Family Limited Partnerships
By Gerald A. Shantzer, CPA, Principal

Are You Throwing Money Away?
By Leon J. Dutkiewicz, CPA, CSRP, Senior Associate

Forensic Accounting, Fraud, Embezzlement & Litigation

Litigation Support Case Study: A Good Deal Gone Bad (Internet Video Systems)
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Forensic Accounting: Exponential Growth

Employee Screening Offers Defense Against Fraud
By Joseph R. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV, Principal

Tax Return Implications in Litigation
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Preventing Identity Theft

By Joseph R. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV, Principal

Litigation Support Case Study: A Good Deal Gone Bad (Oak v. Acorn)
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

The Use of Graphics and Color in Litigation Exhibits

Should YOU Be Concerned with Fraud?
By Joseph R. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV, Principal

Using an Expert
By Joseph R. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV, Principal

Timely Reminders on Expert Reports and Testimony
By Joseph R. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV, Principal

Litigation Issues With Regard to Compensation
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Timing is Everything

The Proper Use of Shareholders' Agreements
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Forensic Accounting in Legal Disputes
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Electronic Discovery Issues
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

The Trusting Business Owner
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Valuation Aspects of Buy-Sell Agreement Disputes
By David H. Glusman, CPA, DABFA, CFS, Cr.FA
, Principal

Estate Planning

Estate Planning for Business Owners
By Joseph L. DeSimone, CPA, CVA, Principal

The Current State of Affairs for Estate Planning
By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Issues in Estates and Trusts
By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Estate Planning: New Exemption Amounts

Healthcare

Medicare's Physician Quality Reporting Initiative:
There's Time to Formulate Your Strategy

By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Controlling Benefit Costs - Are You Ready to Try Something New?
By Lawrence S. Simon , CPA, Principal

Your Front Desk- It's Not What It Used to Be
By Lawrence S. Simon , CPA, Principal

What Will the OIG Be Focusing on This Year?
By Lawrence S. Simon , CPA, Principal

Collecting Accounts Receivable Efficiently
By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Pay for Performance: A Beginner's Guide
By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Keys to Debt Management
By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Will Your Deferred Compensation Plan Pass Muster?
By Robert J. Salvitti , CPA

Are Your Charts in Order?
By Robert J. Salvitti , CPA

Office Productivity- Keys to Understanding Changes in Office Costs
By David H. Glusman, CPA, DABFA, CFS, Cr.FA, Principal

Physician Extenders: Should They be Part of Your Future?
By Lawrence S. Simon , CPA, Principal

Mergers & Acquisitions

Planning with Buy/Sell Agreements
By Joseph L. DeSimone, CPA, CVA, Principal

“Sellers Beware!  – The Unsolicited Proposal to Buy Your Company”
By Joseph R. Coluzzi, CPA, Managing Principal

Tax & Retirement Planning

Beat the Clock on the Depreciation Deadline

Understanding Those Economic Stimulus Rebates

The Economic Stimulus Package Act of 2008 - February 2008

Health Insurance for S Corp Owners / Spousal Employment &
Healh Benefits - Winter 2008

Form 1040 Developments - Winter 2008

IRS Scrutiny of Section 1031 Exchanges - Fall 2007

Home Interest Expense: Tips and Traps - Fall 2007

Revisiting College Savings Plans - Fall 2007

Advising on College Funding

Section 179 Expanded Depreciation - Summer 2007

New Complex Kiddie Tax Rules - Summer 2007

Annuities: Surrender Strategies - Summer 2007

Small Business and Work Opportunity Tax Act of 2007 (SBWOTA)

Ownership of the Family Business and other Key Issues involving Tax Risks - Spring 2007

Loans to S Corporations, Employing Family and New IRS Attack on Expense Reimbursement Plans - Spring 2007

Documenting Charitable Contributions - Winter 2007

Nondeductible IRA Contributions - Winter 2007

Telephone Excise Tax Refunds and other Key Tax Changes - Winter 2007

Telephone Excise Tax Refunds, Reconsidering the Retirement Plan and New Research Credit Opportunity - Winter 2007

Reducing Retiree Taxes, New Charitable Deduction Rules and Hybrid Vehicle Credits - Fall 2006

Managing Tax Depreciation - Fall 2006

Self-Rental Issues - Winter 2005-06

Building a Larger Nest Egg With a Roth IRA
By Jeffrey Winkleman, CPA, MT , Principal

Financial Planning - Parent Loans for the Young Homebuyer - Spring 2006 -

Retirement Plan Checklist

401(k) - A Flexible Retirement Plan with Options
By Leon J. Dutkiewicz, CPA, CSRP, Senior Associate

Roth 401(k) Opportunity

Pension Plan Act of 2006

Why Margolis & Co.

How a Regional CPA and Business Consulting Firm
Competes with the “Big Four”

By Joseph R. Coluzzi, CPA, Managing Principal

What to Look for in a CPA Firm

Philadelphia Office
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Suite 600
Bala Cynwyd, PA 19004
610.667.6250

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Newtown, PA 18940
215.968.5081

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