November 2015
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Introducing Our New Electronic Delivery System

 

written by Jennifer Cochran As the use of paper in the tax return process continues to decline and submitting tax returns electronically has become routine, we now offer clients an efficient, easy and secure alternative to paper copies of their tax return. Our new system provides a digital copy of each tax return and allows clients to sign the IRS signature forms electronically. Read more...
Are Your Customers Ready for Rising Interest Rates?

 

written by Josh Beaird  Many banks have prepared for the changing rate environment through interest rate risk management. However, customers might not be as prepared. In response to this, it is important for bankers to discuss the new rate environment with their customers and how their borrowing costs could rise over the next several years. Read more...
New Guidelines for Not-for-Profits that Receive Federal Funds

 

written by Aaron Spencer The White House Office of Management & Budget implemented new federal regulations: "Uniform Administrative Requirements, Cost Principles, & Audit Requirements for Federal Awards," referred to as the Uniform Guidance. These new regulations governing institutional compliance with Federal awards are designed to supersede the administrative, accounting, audit rules, and principles currently promulgated in the OMB Circulars. Read more...
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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