Tax Industry Guidance

Here you will find all of the information to help you better understand important tax issues and make informed decisions about your business and tax planning and preparation.

Peer review and certification

• Peer Review Letter

2019-2020 Tax Planning Guide

• 2019-2020 Tax Planning Guide (PDF)

2019 Year End Tax Reporting Letter

• 2019 Year End Tax Reporting Letter (PDF)

Reference materials

• • Nonprofit Articles 3/2019
  • State sales Use Tax Nexus Matrix
  • Wayfair Letter 2018 10 B
  • CCH Analysis Tax Reform 2.0 9-14-18 (PDF, 489k)
  • CCH Tax Cuts & Jobs Act Guidance 8-14-18
  • CCH Analysis – Supreme Court Wayfair Decision 6-21-18
  • Tax Reform Road Map
  • Tax Reform Impact on Non-Profits (PDF, 96k)
  • CCH Analysis of Tax Cuts & Jobs Act 12-16-17 (PDF, 260k)
  • Impact of Tax Reform on NFPs Nov 2017 (PDF, 403k)
  • CCH – House GOP Tax Cuts & Jobs Act 11-3-17 (PDF, 1.69m)
  • CCH 2017 Tax Planning & Tax Reform (PDF, 1.71m)
  • BDO Capital Manufacturing & Distribution Q2 2017 (PDF, 291k)
  • Sales and Use Tax Chart (PDF, 79k)
  • CCH GOP’s 2017 Tax Reform Framework 9-29-17 (PDF, 584k)
  • CCH 2017 Post-Filing Season Update (PDF, 872k)
  • CCH ACA Repeal Replacement March 9, 2017 (PDF, 267k)
  • 2016 Post-Election Tax Policy Update (PDF, 251k)
  • Quarterly Insights – Fall 2015 (PDF, 123k)
  • First Board Experience by Kelsea Hale (PDF, 196k)
  • Board Review of Form 990 by Kim Pecora (PDF, 101k)
  • Better Project Management by Tricia Boucher (PDF, 282k)
  • Affordable Care Act (PDF, 112k)
  • Construction Industry Tax Update (1.49M)
  • Research & Development Tax Credits for Associated Builders & Contractors (PDF, 228k)
  • Setting the Standard – Community Support (PDF, 51k)
  • Don’t Let your Development Success become an Accounting Nightmare (PDF, 479k)
  • Basic Financial Management – Understanding Financial Statements (PDF, 725k)
  • Small Business Health Care Tax Credit (PDF, 72k)
  • Fraud Embezzlement (PPT, 144k)
  • UPMIFA (PDF, 746k)
  • 409A Overview (PDF, 21k)
  • 409A Separation Agreements (PDF, 23k)
  • Audit Organizer (PDF, 610k)
  • Internal Control Communications in an Audit (PDF, 169k)
  • Research and Development Tax Credit Letter (PDF, 20k)
  • Leverage Investment Options & Lower Tax Obligations (PDF, 433k)