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Sheryl Rowling

Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn

Displaying 130 results

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Computers and complexity

Computers are great. They are ubiquitous, affecting everything we do. They allow us to be more efficient, to multitask, to handle more complexity, but Sheryl Rowling still can't decide whether or not that's a good thing.

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Just because you can work doesn’t mean you should

When you're sick and need to stay home, unplug and focus on you rather than your job.

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Technology: Bundled, best of breed, or both?

Debate continues about whether it is best to utilize a bundled solution or choose best-of-breed technologies. Proponents of bundled solutions are attracted by the concept of a one-stop shop. Bundled solutions can offer seamless integration and one source for support. There is also the potential for cost savings when buying multiple components from one provider.

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Giving yourself the gift of technology

Sometimes all you need is some faithful gadgets and you do something completely irresponsible.

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Can you unplug for 24 hours?

Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.

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Tired of PowerPoint? Here’s another option

From time to time, we all have to do presentations. Wouldn't it be nice to use something other than the same boring PowerPoint templates?

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National Day of Unplugging: Mission accomplished

How did our intrepid technology blogger Sheryl Rowling do when she tried to unplug for a day?

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The surprising hidden value of automation

Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation

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Competition brings out the best in financial planning students

FAStech Cup competition at recent T3 conference features students from seven universities.

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How technology made our SEC audit easier

Sheryl Rowling dishes on how technology helped her firm managed through a recent examination by the Securities and Exchange Commission. It made a difference.