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The Whitlock Company News Update              
November 4, 2011
Employee Benefit Plans

Small logoIs Your Employer Sponsored Retirement Plan in Compliance?

 

by Kevin Hogan, CPA, CMA

 

Employer sponsored 401(k) and 403(b) retirement plans continue to be the most popular means for providing retirement savings to company owners and their employees. But employers need to be aware that the Internal Revenue Service, along with the Department of Labor, have stepped up their efforts to ensure these plans are operating in compliance with IRS rules. Read more...

Tax Credits

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The Research & Experimentation Tax Credit

 

This is the third article in our tax credits series. The Research and Experimentation Tax Credit rewards companies who invest resources in innovation and product & process improvements which help to expand our economy. The R&E tax credit has been in existence since 1981, but changes in regulations have allowed for additional activities to qualify as research activities. Read more...
Taxes

Services-TaxTips for 2011 Year-End Tax Planning for Individuals

 

2011 year end tax planning for individuals lacks some of the drama of recent years but can be no less rewarding. Last year, individual taxpayers were facing looming tax increases as the calendar changed from 2010 to 2011; particularly, increased tax rates on wages, interest and other ordinary income, and higher rates on long-term capital gains and qualified dividends. Read more...

Technology

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How Social Engineering Can Harm Your Company
 
by Chris Griesemer, IT Security Specialist 

 

Over the past year, Social Engineering has become a very hot topic. So when Tom Beisner, Partner in charge of community banks at The Whitlock Company, sent me this article on Social Engineering, I knew I needed to pass it along to you. This article sums up the dangers of social engineering and points out the weakest link. Read more...

Taxes

Services-TaxYear-End Charitable Giving Can Benefit Your 2011 Tax Bottom-Line   

 

Charitable contributions traditionally peak at the end of the year-end. While tax savings may not be your prime motivator for making a gift to charity, your donation could help your tax bottom-line for 2011. As with many tax incentives, the rules for tax-deductible charitable contributions are complex, especially the rules for substantiating your donation. 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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Best Accounting Firms to Work For.

The Whitlock Company was recently named as one of the 2011 Best Accounting Firms to Work For by Accounting Today. This is the fourth year in a row to receive this award. Read more...

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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.

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