CPA_Practice_Advisor_June_2020 - 4

FROM THE EDITOR
3 Quick Tips to Make WFH Successful
IF YOU ARE new to the art of working from home (WFH), you've probably discovered
that what might have sounded easy and even fun at the start is more of a challenge as
time goes on. You might be dealing with workspace issues, life distractions, the needs
of other family members, lack of human contact with colleagues, health concerns, and
more - all of this can produce frustration and stress for you, your family, your supervisors,

GAIL PERRY, CPA

Editor-in-Chief
gail.perry@cpapracticeadvisor.com
@gperrycpa

and your clients.
Over the 20+ years I've worked
from home, I have collected many
techniques that might help you
make it through this unusual time
and even position you for a future
of full time or at least part time
working from home. For example:
Children: I spent many years
working from home, intentionally,
because I wanted to be there with
my children in the summer and
during the school year when they
came home from school. The first
thing I did when I made the move
to WFH was to find two small desks,
one for each child. These were the
little school desks with the seat
built in. I found them at garage
sales, and I set them up right next
to my own desk (which, at the time,
was a former kitchen table set up in
the corner of our living room).
When the kids were in school,
they would do their homework at
their desks, right next to me. When

CPA

Today's Technology for Tomorrow's Firm

they weren't busy with their assignments and wanted television or
music, I found that noise-canceling
headphones allowed them to still
be with me while I was trying to
concentrate. My tip: Find ways to
incorporate your family into your
work life rather than trying to shut
them out.
Workspace: Before working
from the living room, I originally
set up shop in our laundry room
where that old kitchen table was
being used for sorting and folding
clothes. Once I was certain that
working from home was going to be
my future, I invested in a desk and
set it up in the dining room, which I
eventually took over completely and
turned into my office. I used bins
on the bottom shelves of bookcases
to store office supplies. The general
idea is that it's okay to turn a room
into a multi-purpose area.
For tax purposes, if you plan

NSA

on claiming a home office deduction, keep in mind that you need a
dedicated place (it doesn't have to be
a full room, but it does need to be
a fixed, measurable area) that you
use exclusively for your work. My
tip: Be creative and find an area of
your house or apartment where you
can set up a permanent work area.
Distractions: It's SO EASY to add
household chores to your workday
once you're actually working from
home. After all, what's wrong with
getting up from your desk to start
dinner, throw in a load of laundry,
water the garden, feed the pets? You
already know the answer to that.
Starting dinner means checking
with the family on mealtime and
food requests, defrosting, measuring, collecting ingredients, precooking, maybe with a glass of wine.
Starting a load of laundry means
emptying the dryer and folding and
putting away clothes.

Today's Technology for Tomorrow's Firm

Published by Endeavor Business Media, LLC

1233 Janesville Ave. | Fort Atkinson, WI 53538 | 920-563-6388 | 800-547-7377
VOLUME 30, NUMBER 5
Publisher: Barry Strobel
Editor-in-Chief: Gail Perry, CPA
Managing Editor: Isaac M. O'Bannon
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: Wes Gray
Audience Development Manager: Terri Pettit

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, LLC
CEO: Chris Ferrell
CRO/CMO: June Griffin
CFO: William Nurthen
COO: Patrick Rains
Chief Administrative and
Legal Officer: Tracy Kane
EVP/Group Publisher: Lester Craft

4

www.CPAPracticeAdvisor.com

JUNE 2020 ■

Subscription Customer Service
877-382-9187; 847-559-7598
Circ.CPA@omeda.com
PO Box 3257, Northbrook IL 60065-3257
Article reprints: Brett Petillo
Wright's Media 877-652-5295, ext. 118
bpetillo@wrightsmedia.com
List Rentals: Michael Costantino
402-836-6266
michael.costantino@infogroup.com
Kevin Collopy, 402-836-6265
kevin.collopy@infogroup.com

Practice Advisor (USPS 017-576), (ISSN 2160-8725 print; ISSN
2160-8733 online) is published four times per year (April,
June, August and December) by Endeavor Business Media
LLC 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

Watering the garden means a
bit of weeding or pruning, chatting
with the neighbors (from a safe
social distance, of course). Feeding
the pets means following up with
play time or maybe a walk with
the dog. You get the picture - one
thing leads to another and before
you know it, you've set aside work
for life. My tip: Create your new
WFH schedule to include breaks for
the personal stuff. If you know you
have specifically 15 or 30 minutes to
manage your tasks, it's much easier
to watch the clock and then get back
to work when the time is up.
I hope you find these little tips
helpful. I understand that work
from home can be difficult and
challenging. So many people are
doing it now, be sure to reach out
to friends and share advice for best
practices! ■
- Gail Perry, Editor-in-Chief

available. Printed in the USA. Copyright 2020 Endeavor
Business Media LLC.
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 LLC 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.


http://www.CPAPracticeAdvisor.com

CPA_Practice_Advisor_June_2020

Table of Contents for the Digital Edition of CPA_Practice_Advisor_June_2020

3 Quick Tips to Make WFH Successful
Do You Have a Clear Tax Vision?
Be Ready for the Next Crisis
Career Advice: Job Hunting & the Pandemic
Professional Tax Preparation Systems
Estate Planning in an Uncertain Time
Advisory in the Age of Coronavirus
8 Tips for Boosting Morale in Remote Teams
Change Management: What the Coronavirus Revealed
He Who Hesitates is Irrelevant
QuickBooks ProAdvisor Program Adds New Resources, Features and Training Courses
Summer Challenge: A Video Marketing Campaign
7 Steps to Safely Reopen Your Firm's Office During a Pandemic
Apps for the New Normal
Preparing for the Post-Pandemic Workplace
AICPA News
Covid Normal: Workers, Stress, Work/Life Balance and Productivity Start to Stabilize
Practice Management in a Future Ready Firm
CPA_Practice_Advisor_June_2020 - 1
CPA_Practice_Advisor_June_2020 - 2
CPA_Practice_Advisor_June_2020 - 3
CPA_Practice_Advisor_June_2020 - 3 Quick Tips to Make WFH Successful
CPA_Practice_Advisor_June_2020 - Do You Have a Clear Tax Vision?
CPA_Practice_Advisor_June_2020 - Be Ready for the Next Crisis
CPA_Practice_Advisor_June_2020 - 7
CPA_Practice_Advisor_June_2020 - Career Advice: Job Hunting & the Pandemic
CPA_Practice_Advisor_June_2020 - 9
CPA_Practice_Advisor_June_2020 - Professional Tax Preparation Systems
CPA_Practice_Advisor_June_2020 - 11
CPA_Practice_Advisor_June_2020 - 12
CPA_Practice_Advisor_June_2020 - 13
CPA_Practice_Advisor_June_2020 - 14
CPA_Practice_Advisor_June_2020 - 15
CPA_Practice_Advisor_June_2020 - Estate Planning in an Uncertain Time
CPA_Practice_Advisor_June_2020 - Advisory in the Age of Coronavirus
CPA_Practice_Advisor_June_2020 - 8 Tips for Boosting Morale in Remote Teams
CPA_Practice_Advisor_June_2020 - 19
CPA_Practice_Advisor_June_2020 - Change Management: What the Coronavirus Revealed
CPA_Practice_Advisor_June_2020 - 21
CPA_Practice_Advisor_June_2020 - 22
CPA_Practice_Advisor_June_2020 - 23
CPA_Practice_Advisor_June_2020 - He Who Hesitates is Irrelevant
CPA_Practice_Advisor_June_2020 - QuickBooks ProAdvisor Program Adds New Resources, Features and Training Courses
CPA_Practice_Advisor_June_2020 - Summer Challenge: A Video Marketing Campaign
CPA_Practice_Advisor_June_2020 - 7 Steps to Safely Reopen Your Firm's Office During a Pandemic
CPA_Practice_Advisor_June_2020 - Apps for the New Normal
CPA_Practice_Advisor_June_2020 - 29
CPA_Practice_Advisor_June_2020 - Preparing for the Post-Pandemic Workplace
CPA_Practice_Advisor_June_2020 - AICPA News
CPA_Practice_Advisor_June_2020 - Covid Normal: Workers, Stress, Work/Life Balance and Productivity Start to Stabilize
CPA_Practice_Advisor_June_2020 - 33
CPA_Practice_Advisor_June_2020 - Practice Management in a Future Ready Firm
CPA_Practice_Advisor_June_2020 - 35
CPA_Practice_Advisor_June_2020 - 36
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/octobernovember2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_July_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_March_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2019
https://www.nxtbookmedia.com