March 2015
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How Our PKF Affiliation Benefits Our Clients

 

One of the most valuable resources that our firm has to offer is our affiliation with PKF, a network of more than 100 independent accounting firms throughout North America. Membership in this network provide a breadth of experience and expertise while maintaining local ownership and decision-making ability. Our membership benefits our clients by sharing best practices, training, resources and more to meet the needs of our clients. Read more...
Tax Changes for Individuals Taking Effect in 2015

 

There are many important tax changes taking effect in 2015. They are the result of the Tax Increase Prevention Act of 2014 (TIPA) as well as other tax legislation, or are triggered by effective dates in regs, rulings, and other guidance. Read the full list here...
New Requirements For IRAs

 

2015 brings a host of new requirements for all aspects of IRAs including withdrawals, distributions and rollovers. The IRS has posted frequently asked questions on its website on withdrawals from individual retirement accounts, simplified employee pension plan, and a Savings Incentive Match Plan for Employees.  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, Higher Education, Not-for-Profits, Manufacturing 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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