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Articles of Interest

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 view and download PDF articles by category:


Tax Services

Closing an Existing Tax Loophole

Department of Labor Announces New Fiduciary Rule

Preparing the Income Tax Return of the Estate (Form 1041)

Preparing the Estate Return (Form 706)

Probating a Will

Administration of the Estate

2016 Payroll Tax Advisory

Protecting Americans From Tax Hikes Act OF 2015

Closing Loophole For Social Security In Budget Act Passed

Small Business Health Care Tax Credit for Small Employers: A Summary

Planning For The New Jersey Inheritance Tax
February 2014/The CPA Journal/James Lynch


Consulting Services

The Buzz About Mobile Payments: A Synopsis of the Current Situation
November 2014

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

Construction Services

Family-Owned Business

How to Detect and Prevent Profit Leaks in Your Company
August/2014/Adam Lipkin

The Importance of Performance Evaluations for Family Businesses
February 2014/Laura Rosen

Forensic Accounting/Litigation Services

An Interview with Jim Mottola on the Recent Global Ransomware Attack
May 2017

Black Friday, Small Business Saturday and Cyber Monday: Fraud Prevention Awareness for Consumers
November 2016/James Mottola

Security 101:Fraud Sector Focus on Colleges and Universities
October 2016/James Mottola

Security 101: Information Security Framework: Where to Begin?
September 2016/James Mottola

Fraud Fighter: Darryl Neier Puts His Experience in Law Enforcement to Use With Sobel & Co.'s Forensic Accounting Group
July 11, 2016/NJBIZ/Meg Fry

NJBIA Event to Help NJ Businesses Prevent and Respond to Cyberattacks
May 2016/ NJ Business Magazine

A Recipe for Fraud Prevention: Bogus Tax Filings
April 2016/James Mottola

New ACFE 2016 Report Just Released
March 2016/ Darryl Neier

Security 101:  Physical Security Requirements for Information Security System
February 2016/James Mottola

Security 101:Paper Documents
January 2016/James Mottola

Security 101: Password Management
December 2015/James Mottola

Security 101: People, Places and Things.  What can businesses do to protect themselves?
December 2015/James Mottola

Report To The Nations On Occupational Fraud and Abuse
ACFE 2014

Creating More Value - Part I
February 2014/Christopher W. Young

ACFE Fraud Prevention Check Up
Association of Fraud Examiners

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

Nonprofit and Social Services

Accounting Standards Update for Nonprofit Community

Diabetes Foundation Guide for Volunteers and Interns

Diabetes Foundation Volunteer Interest Form

Diversity in Giving: The Changing Landscape of American Philanthropy

How to Run a Great Board Meeting

Board of Directors Self Evaluation

NY/NJ Common Application Form that is accepted by more than 60 foundations in NJ. For a complete list of foundations see the Council of NJ Grant Makers

Pension & Benefit Audits

Employee Benefit Plan Cyber Security Awareness

Are You at Risk?

Current Developments in Employee Benefits and Compensation

Changes to the IRS Plan Corrections Program

Real Estate 

The Protecting Americans from Tax Hikes Act (PATH)

Of Interest

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