Resources

2016-1099 Recipient Information Request

The IRS requires reporting of payments of $600 or more to any individual or unincorporated business (including LLCs) for services or rent. This includes payments for repair/maintenance services, professional services, (including all attorneys whether incorporated or not), contract labor and rent. Download the fillable excel spreadsheet.

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Tax Saving Strategies Individuals

Download this checklist for personal income tax savings ideas that you can discuss with your Alerding CPA Group Tax advisor.

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Tax Return Due Dates Chart

Many tax return due dates have changed. W2 forms are now due to the IRS and SSA by January 31. Forms 1099-Misc that include withholdings are due to the IRS and SSA by January 31. Download this chart to see the rest of the changes and make sure you file on time.

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Nonprofit Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your 990 tax return.

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Individuals Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your personal income tax return.

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Tax Saving Strategies Businesses

Download this checklist for business income tax savings ideas that you can discuss with your Alerding CPA Group Tax advisor.

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Business Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your business income tax return.

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Year-End Payroll Checklist

Year end payroll tasks can be time consuming and a bit overwhelming. Download this checklist that outlines the tasks and the order in which they should be completed.

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FLSA Rule Update

Are the new standards for the Fair Labor Standards Act (FLSA) confusing to you? Are you unclear how the new salary limits going into affect on December 1, 2016 will impact your nonprofit organization? Download this easy-to-understand flow chart to simplify and explain these changes.

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NFP Financial Statement Primer

Although nonprofit financial statements are structured similarly to for-profit financial statements, their unique names and formats can make them harder to understand. This high level overview provides a description of each statement along with key information to look for that is specific to nonprofits.

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NFP Financial Reporting Changes

In August 2016, a new accounting standard was released which will change certain financial reporting aspects for nonprofits. This two-page handout summarizes the key impacts of the new standard and provides additional considerations to help you apply the changes to your organization.

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