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The Whitlock Company News Update              
September 7, 2011
Tax Credits

Small logoWelcome to the World of Tax Credits

 

Would you like to reduce your personal and corporate tax liability?

 

We are always looking for way to help businesses and individuals reduce their tax liability. Several clients that have benefited with a direct, dollar-for-dollar reduction in tax liability by utilizing various tax credits. We are going to highlight various credits that would be beneficial to our clients over the next several months. Each credit will be thoroughly addressed with the benefits clearly explained. Read more...

Taxes

Services-TaxTax Measures Large and Small Await Congressional Action

 

Congress has returned to work after its August recess under a tight deadline to reduce the federal budget deficit and also, possibly, extend some expiring tax incentives. Between now and the end of the year, Congress could enact significant tax reform in a deficit reduction package; or it may take a piecemeal approach. Read more...


Taxes

Services-TaxIdentifying Investment-Related Issues from Fluctuating Markets

 

With the stock market fluctuating up and down, some investors may decide to cash out investments that they initially planned to hold. They may have taxable gains or losses they did not expect to realize. Other investors may look to diversifying their portfolios further. Here are reminders about some of the tax issues involved in these decisions. Read more...

Taxes

Services-TaxAppeals Court Overturns Decision Finding Spouse Not an Employee of Small Business

 

Small businesses often rely on family members to help with the work. When a family member is also an employee, complicated tax and benefits issues can arise. The Court of Appeals for the Tenth Circuit recently reversed the Tax Court's decision that the wife of a small business owner was not an employee of the business. Read more...

Taxes

Services-TaxIRS Issues Guidance on Two New Health Care Reform Measures

 

The IRS recently issued guidance on two new health care reform measures. The Patient Protection and Affordable Care Act (PPACA) provides a health insurance premium assistance credit to qualifying individuals and mandates that health insurance information be given to individuals in plain English. Read more...
Media and Resources
The Media and Resources page on our website includes Whitlock Resources that provide links to:

Info Center-Includes tax event calendar, tax forms library and IRS Tax Publications library

Financial Tools-Includes various financial planning tools, calculators and spreadsheets

Newsletter-Additional tax articles and analysis

Archives - Read more from past newsletters

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A Special Notice

Construction at our building
Please note our building is currently under construction. You will find 'customer only' parking spots on the south side of our lot and continue to use the south or east entrance. Let us know if you encounter any problems.
About Us
Small logoThe Whitlock Company is a full-service CPA firm offering a range of professional tax, audit, accounting and managment advisory services to the following industries:Community Banking, Manufacturing and Distribution, Not-For-Profits, Higher Education and more. For more information, please contact us.

We appreciate your referrals. If you know of a company, organization or individual who may benefit from our services, please let us know.