August 2014
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QuickBooks for Your Business, a Focus on Reports

 

We are proud to offer "QuickBooks For Your Business, a Focus on Reports." In this session you will learn the fundamentals of using QuickBooks Reporting and how it can help you run your business more efficiently. It is recommended for Office Managers, Accounting Personnel or any Small Business Owner. Reserve your spot today: Only 12 spots available.  Read more details here.
Update: 2nd Quarter Tax Developments


There are a number of important tax developments in the second quarter of 2014. The following is a summary of the most important developments that have occurred in the past three months that may affect you. Read our two part series and click here to learn more.

IRA Rollover Rules Changing After Court Decision

 

Individuals have traditionally enjoyed flexibility in moving their retirement savings from one type of retirement plan to another type of plan, but rules are changing. A rollover is a transfer of a distribution received from an IRA or other retirement plan by an individual to another IRA or type of retirement plan owned by the same individual. A rollover has important tax considerations. 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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