Writing & Mentions

Written Pieces

My Blog Channel on the Thomson Reuters Tax & Accounting Blog on Tax.TR.com

Trump’s tax reform could spell big changes for tax pros @ AccountingToday.com

What every tax professional needs to know about e-signatures @ AccountingWEB.com

The SALY Tax Trap

Using Data Mining in UltraTax CS to Identify New Tax Opportunities for Clients in Same-Sex Marriages

Digitize Your Litigation Consulting: It’s Easier Than You Think

Top 5 Reasons to Offer Tax Planning Services in 2013

Helping Your Clients Plan for the Fiscal Cliff with UltraTax CS Data Mining and Planner CS
Part 1  Part 2  Part 3  Part 4  Part 5

Using UltraTax CS Data Mining to Prepare Clients for Tax Year 2013
Part 1  Part 2  Part 3  Part 4  Part 5
Part 6  Part 7  Part 8  Part 9  Part 10

Getting Proactive with Your Tax Client Database

Media Mentions

CPA Practice Advisor

Jordan C. Kleinsmith – 2013 40 Under 40 Honoree
40 Trailblazers Who are Changing the Accounting Profession
Press release concerning 40 Under 40 recognition (Reuters)


Accounting Today’s 2016 Tax Season Kickoff: Smooth Sailing Ahead?
2015 Tax Software Update
Thomson Reuters first to offer electronic filing for S-Corporations in Indiana
ACA to the rescue?
A Sigh of Relief
Software Survey: Tax Flows Its Own Way

New Tax Tools on the Way

The Progressive Accountant

A First Look at 2014 Tax Software
Thomson Offers Tax Planning Articles

Boomer Consulting’s The Boomer Bulletin

The SALY Tax Trap (original article)