White Papers and Other References
Individual Tax
The New Tax Law: Impact on Individuals
Individual Year End Planning Tips
Investment Planning Tips
Tax Tips for Homeowners
Identity Theft - Protecting Your Information
Identity Theft - When Your Identity Is Stolen
Record Retention Guidelines
Donation Value Calculator
Business Tax
The New Tax Law: Impact on Businesses
The New Tax Law: 20% Deduction for Qualifying Business Income
Business Year End Planning Tips
The Research & Development Tax Credit
Small Business Administration (SBA) 2019 Resource Guide
The Small and Mid-size Business Guide to Getting Sales Tax Right
Brewers, Winemakers, Distillers: Vermont Taxes and the Manufacture and Sale of Alcoholic Beverages
Sales Tax Nexus Questionnaire
Five Steps to Sales Tax Compliance
SCORE Presentation: Critical Year-End Tax Tips for Business Owners
Federal Unemployment Tax Act
941 Instruction Form
Entrepreneur Resources
Managing Small Business Finance
Key Person Bonus Plan
Additional Resources
Health Savings Accounts as a Retirement/Investment Vehicle
New Partnership Audit Guidelines
Safe Harbor for Rental Real Estate
Simple IRA
ROTH IRA Planning
Simplified Employer Pension (SEP) IRA