Resources

The Internal Revenue Service released an updated withholding calculator on IRS.gov and a new version of Form W-4. The calculator and W-4 can be used to ensure 2018 individual tax withholding amounts are accurate in light of the recent tax law changes.

Click below to access the 2018 IRS Withholding Calculator.
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Click below to access the 2018 Form W-4.
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The Tax Cuts and Jobs Act passed in December 2017 changed the limit on qualifying mortgage debt from $1 million to $750,000 for individuals or married couples filing jointly, and from $500,000 to $375,000 for married taxpayers filing separately. Also, taxpayers may no longer deduct interest on home equity debt. Both of these changes are effective beginning in 2018. For more details, click on the letter called Explanation of Qualified Residential Interest from CFO Rick.

Click below to read more about changes to Qualified Residential Interest effective in 2018.
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EXPLANATION OF CALIFORNIA USE TAX

California has recently changed how individuals must report Use Tax on California tax returns. Use Tax may be owed for purchases from out-of-state retailers (made by telephone, online, mail, or in person) if California Sales or Use Tax was not paid at the time of purchase, and if those items are used in California.This PDF explains when Use Tax is owed and includes a table to look up how much Use Tax will be owed.

Click below to read more information about the California Use Tax.
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This PDF provides a summary of the most pertinent information for businesses about the new Tax Cuts and Jobs Act (TCJA) signed into law on December 22, 2017 by President Trump. It includes information about the reduction in corporate tax rates, bonus depreciation deductions, modifications to depreciation limitations, new deductions for qualified business income, other changes relating to cost recovery and property transactions, and much more.

Click below to read about the new tax laws for businesses enacted December 22, 2017.
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This PDF provides a summary of the most pertinent information for individuals about the new Tax Cuts and Jobs Act (TCJA) signed into law on December 22, 2017 by President Trump. It includes information about changes to tax brackets, capital gains, personal and dependent exemptions, mortgage interest deductions, tax breaks, and more.

Click below to read about the new tax laws for individuals enacted December 22, 2017.
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How long should your organization keep tax records? This PDF provides a list of each tax document type with the numbers of years it should be kept.

Click below to see a list of tax documents by type and the number of years that each should be kept.
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Is your financial information secure? Do you know the key steps for protecting it? Read this information from the IRS for protecting your tax and other personal information from phishing, hackers, and more.

Click below to see a guide from the IRS for securing your financial information.
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Resources available include answers to common tax questions, payment options, refund status check, withholding calculator, and other online tools and services.

For income below $64,000, you can file your taxes for free using this link. For income over $64,000, you can also access the necessary forms on this link.
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Copious resources for self-employed individuals including filing taxes, quarterly payments, deductions and more.
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Check rules for earned income, education, healthcare, and electric vehicle credits. Information also available for standard, itemized, mileage, home office, and more deductions.
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Tax guides, publications, and special rules for seniors & retirees. Additional information available on IRAs, pension and annuity income, and tax credits.

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Use this free mortgage calculator to save money on your home loan today. Our calculator includes amortization tables, bi-weekly savings estimates, refinance info, and more.

Is your current interest rate on your house too high? Use this free tool to view today’s best home loan refi rates from top lenders & estimate your savings at a lower APR (Annual Percentage Rate).

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Are you still renting and considering buying your home? Use this free online calculator to compare the costs and benefits of each.

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NEW TAX LAWS IMPACTING SMALL BUSINESS IN 2017

Be ready for new tax laws on depreciation and new deadlines for filing your small business taxes.

If you purchased or leased new hardware or software for your business, for example, you can depreciate half the cost as part of “bonus depreciation.” For 2017, it may be in your best interest to invest in the most up-to-date equipment possible. (Yahoo Finance)

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Filing deadlines have been changed so that flow-through entity return deadlines are due prior investor return deadlines. This means that partnerships and S-corporations operating on a calendar year will have a new deadline of March 15. The deadline for calendar year based C-Corporations will be pushed from March 15 to April 15. (Yahoo Finance)

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Description: List of best practices for easing the stress of tax season for small businesses, including using software wisely, keeping track of expenses, and controlling costs.

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Resources for managing human resources from the U.S. Small Business Administration.

Downloadable posters required by law for workplaces including job safety and health, equal opportunity employment, rights for workers with disabilities, migrant and seasonal agriculture workers, and more.

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Procedures for plant closings and layoffs and how to comply with the federal government’s Worker Adjustment and Retraining Notification Act (WARN).

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Information on labor laws, foreign labor certification, and hiring guest workers. Also includes a guide to fair employment and a download of the up-to-date I9 forms.

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Go here to download the Guide to Disability Rights Laws. See a list of “Dos and Don’ts” for hiring people with disabilities. Also includes information on federal tax incentives and worksite accommodations.

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Comprehensive marketing resource for small businesses. Includes dozens of articles on inbound marketing including blogging, content creation, lead generation, SEO (Search Engine Optimization for your website), social media, and more.

Download kit that includes videos and how-to report online marketing, social media, and website redesign.

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Download this free kit that will teach you how to optimize your social media program in order to generate more website traffic and secure more leads.

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Download free guide with step-by-step instructions on how to redesign your website to improve your lead generation capabilities online.

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“When my company first started out, my finances were a mess. CFO Rick helped get me on track and increase my net worth. He’s an integral part of my company’s success.”

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