FAQ: How Do I Gather the Right Paperwork for a Charitable Deduction?

  • March 3, 2014

written by Kami Mason Taxpayers must generally provide documentation to support a claim for any contributions made to charity that they...

Planning for Charitable Contributions

  • February 4, 2014

With the increase in tax rates for capital gains to 20% for higher income taxpayers with adjusted gross incomes over $400,000...

FAQ: How-to Report Rental Income and Expenses

  • November 11, 2013

written by Kevin Hogan Reporting income from renting out your second home depends on how many days the property was rented...

MOST 529 College Savings Plan

  • August 12, 2013

written by Chelsey Dollarhide This is the fourth article in our Retirement Series. Click here to read our introduction. In this...

Firm News: One of Accounting Today’s 2013 Wealth Magnets

  • August 1, 2013

The Whitlock Company was recognized as one of Accounting Today’s 2013 Wealth Magnets. The company ranked 23rd of CPA firms providing...

Common IRA Contribution and Distribution Mistakes Pt 2

  • July 22, 2013

written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...

Common IRA Contribution and Distribution Mistakes

  • July 15, 2013

written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...

FAQ: When is a Gift Tax Return Required to be Filed?

  • May 6, 2013

written by Brenda Logsdon Gift tax returns may need to be filed even if there will not be any gift tax...

2013 Tax Impact on Three Income Levels

  • May 2, 2013

written by Kevin Hogan The American Taxpayer Relief Act of 2012, along with the Health Care legislation tax changes effective for...