REFERENCE

These articles and documents here are provided for your reference. If you would like to discuss any of these items please feel free to call our office, or you can email us at here.
 

Retirement Plan Distributions - When are retirment plan distributions subject to tax withholding?  Click here to learn more

Selecting The Right Business Structure - We are always asked what is the best structure for my  business, a sole-proprietorship, an LLC or a corporation.  Of course there is no simple answer for what is the right business structure. A number of factors are important and each situation is different.  Here is a brief discussion on the issues to consider and benefits of the different forms of business structure. click here  

Lease Vs. Buy - We are often asked whether it is better to lease or buy a vehicle or piece of equipment.  To learn more click here

Tax Reform Act of 2010 - In December of 2010 Congress approved a tax reform act that extended the current individual tax rates through the end of 2012.  To learn more about the highlights of the Act click here. 

There are additional provisions of the act that include:

• Health Care Reform Individual Requirement - there are requirments and provisions of this act that impact individuals for more click here
• Health Care Reform Small Business - a brief summary of the provisions of that effect small businesses, for more click here
• Health Reform Employer Requirement - a brief summary of the provisions effecting employers in the new act, for more click here
• Form 1099 Reporting Changes - the health care act created new reporting requirements for reporting payments made by businesses and individuals that must be reported to the IRS, for more click here.

Small Business Jobs Act of 2010- In September of 2010 a small business jobs act was passed to help spur the economy by providing certain benefits benefits to small businesses, for more click here.

Other Resources (click on the item to get the PDF file):

• Things to consider for retirement
• Financial planning considerations
• Instructions to enroll in the Federal Electronic Payment System
• EPS Same Day Payment Form for the Bank
• College Planning