The Library - Access our "Most Read" Publications From one Location
This Page is Always Under Construction
Current and Critical
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Charitable Deduction Limit Increased (Short Narrative) (Revised December 2020)
CARES and associated Acts provisions that directly affect your ability to sustain and create employment, defray employers’ wage and salary expense, and inject liquidity into your company and the economy.
Filing and Procedural Due Date Monitor
Most Recent Newsletter

Tax Planning
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COVID Relief Measures
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Charitable Giving; Plan, Execute & Defend Conservation Easements
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Real Estate; Planning and Executing 1031 Exchanges (Checklist)
Tax Representation
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Examination (Audit) and Defense
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Collections and Settlement
Tax Compliance (Return Preparation)
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COVID Relief Measures
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Annual Appointment Preparation (Returning Clients - Narraative)
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What Can You Deduct, Why and How? (Narrative, Checklist, and Worksheet)
Tax Policy and Opinions
Business Management; Lender Relations
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Loan Documentation Requirements
Business Management; Plan, Govern, and Administer
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Business Planning and Plans
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Start-Up, Choosing and Forming Your Business (Narrative, Checklist, and Worksheet)
Policies, and Statements of Principle
Our Commitment to Your Privacy Rights
In Case of Disaster
Portfolio Management
Wealth Management and Planning
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COVID Relief Measures: RMD Relief and Early Plan Withdrawals-Loans (Narrative)
Retirement Plans and Succession
Not-For Profit Donors
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COVID Relief Measures: Charitable Deduction Limit Increased (Short Narrative) (Revised December 2020)
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Qualified Charitable Distributions - Maximize Deductions, Minimize Tax Exposure (Short Narrative)
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Charitable Giving; Plan, Execute, & Defend Conservation Easements
Not For Profit Organizations
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Defining and Forming a Not-For-Profit Organization (SOP & Checklist)
Commercial and Owner-User Real Estate
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Commercial Real Estate Concepts
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Loan Documentation Requirements
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Commercial Real Estate Acquisitions, Due Diligence
Economy, Markets, and Trade
Disclosures and Notices
CFA's Brochure and Advisor Disclosures