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The Sobel & Co. professionals are often asked to author articles of interest for inclusion in a range of industry and business publications. Please feel free to download any of the articles and stop back often!


Click below to download and view a PDF of our brochures:

Click below to view and download PDF articles, Word documents and PowerPoint Presentations by category:

 

Accounting Services


 

TEN ACCOUNTING CHANGES
JANUARY 22, 2010 | BRAD MUNIZ, CPA

Why CPA Firms Are Building Niche Practices
Commerce Magazine | Michael LaForge, CPA

 

how does technology affect mergers and acquisitions?
July-August 2008 | New Jersey CPA Magazine | David L. Vogel, CPA

 

Tax Services


Cross-Border Tax Planning
James P. Lynch CPA New Jersey CPA

The New Jersey Tax Amnesty Program will be in effect from
May 4, 2009 to June 15, 2009!

A Tax Risk Management Primer
November/December 2007 | New Jersey CPA | Kenneth Hydock, CPA

Business Tax Software: Tax Prep Plus...?
October 2006 | Practical Accountant | Howard W. Wolosky

A Disc Offers Tax Planning Advantages For Small Exporters
March 2006 | Practical Tax Strategies

 

Consulting Services


In Difficult Times, Rely On Core Values
The Business of New Jersey | Peter Levy, Esq.

Sobel Launches CIU Unit
Volume XXXII, No. 22 | Public Accounting Report

Age-Appropriate Financial Planning Strategies
September/October 2007 | New Jersey CPA | Gary Hirsh, CPA

How to Make Strategic Planning Succeed
Commerce Magazine | Peter Levy, Esq.

Continuous Improvement — A Competitive Advantage
Commerce Magazine | Louis Altieri

Advice on... Working On Your Business, Not In It
NJBIZ Book of Knowledge

 

Construction Services


 

 taking advantage of a slow economy: market your company now!
Jan/Feb 2010/construction accounting & taxation| rich lafferty,CPA & Sally Glick

 

Special focus: construction & real estate 
2010 | commerce magazine| rich lafferty,CPA

FRAUD WASTE, AND ABUSE IN THE CONSTRUCTION INDUSTRY 
September/October 2009 | Construction Accounting and Taxation | Rebecca B. Fitzhugh,CPA/CFF, CFE

Construction Spending Stronger Than Expected
January 5, 2009| CNNMoney.com

Construction Services Year In Review
December 30, 2008 | Sobel & Co.

Accounting for & Supporting Change Orders & Claims
March-April 2008 | CFMA Building Profits | Richard Lafferty, CPA, CIT

Assessing New Jersey's Construction Industry
January 2008 | Commerce Magazine | Richard Lafferty, CPA, CIT

Measuring Business Performance Through Budgeting
January/February 2007 | Construction Accounting and Taxation | Richard Lafferty, CPA

SAS 99 And The Contractor Audit
November/December 2006 | Construction Accounting and Taxation | Richard Lafferty, CPA

Getting It Right: Sales Tax For Contractors
Commerce Magazine | Alan H. Rosenzweig, CPA

 

Fraud & Forensic Accounting/Litigation Support


 

Partnerships may help SEC prevent next major fraud
NJBIZ

IMAGE, BACKUP AND COPY
October 2009 | Points of Fact | George A. Wade

FRAUD WASTE, AND ABUSE IN THE CONSTRUCTION INDUSTRY 
September/October 2009 | Construction Accounting and Taxation | Rebecca B. Fitzhugh,CPA/CFF, CFE

DIRTY, ROTTEN SCOUNDRELS
August 2009| South Jersey Magazine

Tough times coincide with the rise of fraud
August 10, 2009| NJ BIZ

Layoffs can make companies vulnerable to data theft
April 20, 2009| NJ BIZ

Protecting Personal Information - A Guide for Business
Federal Trade Commission

ACFE Fraud Prevention Check Up
Association of Fraud Examiners

The Move from Pocket Protectors to Private Eyes
February 26, 2007 | NJ BIZ BIZSpotlight

White Collar Criminals Take Aim at Businesses: Forensic Accounting Professionals Return Fire
Commerce Magazine | Darryl Neier

Ckrush Recovers Under A Watchful Eye
NJBIZ | Peter A. Levy, Esq.

 

Nonprofit and Social Services


 

 

New Jersey non-profits: overview and issues   
Resource from presentation at Non-profit symposium| Linda Czipo

 

BEYOND OUTSOURCING: FIVE SHARED-SERVICE IDEAS   
NonProfit World | Ron Matan, CPA

How to build a successful nonprofit niche
July/August 2009 | Bridget Hartnett, CPA

The Important Role of Budgeting in Non-Profit Organizations
Spring 2009 | Bridget Hartnett, CPA

2008-2009 Nonprofit Survey: Study of Nonprofit & Social Service Organizations
December 2009 | Sobel & Co., LLC, Semple Bixel Associates, Inc., Community Foundation of New Jersey

The Next Challenge for Nonprofits
December 19-26, 2005 | NJBIZ | Peter A. Levy, Esq.

The Art of Lasting Philanthropy
(downloads a PowerPoint presentation)

Disaster Recovery Plans for Nonprofits: A Practical Guide
(downloads a PowerPoint presentation)

Being a Good Board Member
(downloads a PowerPoint presentation)

 

Pension & Benefit Audits


Pension Changes Could Spur Savings
BIZSpotlight: Tax Planning

 

Marketing Consulting


Marketer’s Role Vis á Vis Business Etiquette
Sally Glick

Cross Marketing Demands Excellent Client Service, Internal Communications
Sally Glick

Why Firms Join Membership Associations
Sally Glick

Should our marketer be involved in networking activities in our community?
Sally Glick

Gaining Credibility with Partners Takes Knowledge, Happy Clients, Research and Individual Attention
Sally Glick

How can marketing help improve my firm’s proposals? I worry that I will end up spending all my time preparing proposals if I am not careful!
Sally Glick

My firm is considering installing a CRM system - but we are having a hard time deciding which one to select. I also am concerned that we do not have enough information to populate it. Can you offer any suggestions?
Sally Glick

What Is “Knowledge Management” and How Can Marketing Directors Have a Role in Managing the Knowledge in Their Firms?
Sally Glick

My firm is going to exhibit at some trade shows this fall and we will also attend some recruiting fairs. We have never purchased any “logo” promotional items before but we have been told we need to do this to attract people to visit our booth. What do you recommend?
Sally Glick

How Small Is Too Small for an In-House “University”?
Sally Glick

Can Alumni Associations Be Helpful to Mid-Sized Firms?
Sally Glick

We have just hired a new human resource director and one of his most important responsibilities is to help us with recruiting. How can our marketer assist him?
Sally Glick

Marketing yourself - self-branding works!
Sally Glick

world-class service: what is it?
Sally Glick

bigger marketing ideas for smaller firms
Sally Glick

marketing on a shoestring
Sally Glick

marketing strategies for non-profit organizations
Sally Glick

marketing your niche
Sally Glick

networking 101: why—and how—to network
Sally Glick

 

Of Interest


NJBIZ: How to combine innovation and business strategy
October 30, 2008 | Sharon Waters, NJBIZ

Managing Partners and Core Values
January 2007 | CPA Practice Management Forum | Alan D. Sobel

The Great Going-Private Machine
NJBIZ BIZSpotlight: Top 100 Privately Held Companies | Peter A. Levy, Esq.

Identity Theft Law
Darryl Neier

 

 

 

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293 Eisenhower Parkway | Suite 290 | Livingston, NJ 07039 | P:973-994-9494

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