June 2014
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Discover a Better Way to Run Your Business

 

The Whitlock Company is proud to offer "QuickBooks For Your Business, a Level 1 Course." In this session you will learn the fundamentals of using QuickBooks 2013 and how it can help you run your business more efficiently. It is recommended for Office Managers, Accounting Personnel or any Small Business Owner. Read more details

IRS Direct Pay - Now Pay Online!

 

If you want to pay your taxes online, the IRS now has a plan for that. IRS Direct Pay - on IRS.gov, allows taxpayers to pay their tax bills or make estimated tax payments directly from checking or savings accounts without any fees or pre-registration. Click here to learn more. 

Estate Planning for Appreciated Assets with a Zeroed-out GRAT

 

A GRAT is an estate planning technique that minimizes the tax liability existing when inter-generational transfers of estate assets occur. The trust is defective for tax purposes, so that the grantor is taxed on the income and capital gains that the trust produces. This works in a low interest rate environment with the asset appreciating well above the interest rate. Read more here
About Us: The Whitlock Company is a full-service CPA firm offering a range of professional tax, audit, accounting and management advisory services to the following industries: Community Banking, Real Estate, Manufacturing, 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.
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