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
Crowd-Funding for Small Businesses
Key Person Bonus Plan
Additional Resources
New Partnership Audit Guidelines
Safe Harbor for Rental Real Estate
Use Tax in Vermont
Simple IRA
ROTH IRA Planning
Simplified Employer Pension (SEP) IRA