| Tax Links
1031 Tax Deferred Exchanges - Bayview Financial Exchange Services, LLC - Site includes client and professional tools including calculator to determine 1031 benefits for real estate exchanges, links to free webinars and informational handbooks.
- CATIC Exchange Solutions, Inc. - CATIC Exchange Solutions, Inc. and its predecessors have been offering qualified intermediary services since 1991.
- The Exchange Connection, Inc.
- Starker Services, Inc. - This site will give you the basic on like-kind exchanges of property and provide you with the information you need to advise your clients. There are links to qualified intermediaries and brokers you can refer your clients to and a state-by-state listing of available property.
AT&T - AT&T Tax Basis Worksheets - If you have sold or sell any of your shares of new AT&T Inc. stock, you need to determine your tax basis in order to compute the gain or loss on the shares. To help you calculate the tax basis, AT&T provides worksheets and instructions.
Code of Federal Regulations
College Scholarships - FastWeb - Find money for college! Search 600,000 scholarships worth over $1billion. Plus, get an edge on new scholarships and deadlines.
Court Decisions - FindLaw Supreme Court Decisions - FindLaw's searchable database of the Supreme Court decisions since 1893. Browsable by year and US Reports volume number and searchable by citation, case title and full text. This is a free service that will remain free.
- U.S. Tax Court - Historical Opinions (Opinions Starting 01/01/99).
Federal Disaster Areas - Disaster Area Tax Relief - IRS site with its Releases and Pronouncements for relief to disaster area victims all in one place!
- Federal Management Agency (FEMA) - Taxpayers in areas identified by the federal government as disaster areas, under the Disaster Relief and Emergency Assistance Act, may be eligible for various tax benefits in addition to disaster assistance. Tax benefits may include the postponement of a deadline imposed under federal law, the option to deduct a loss in the year of the loss or the immediately preceding year, extensions for filing returns, disaster relief income exclusions, or an abatement of penalties or interest.
Federal Register
Finance - Big Charts - This Historical Quotes tool allows you to look up a security's exact closing price.
Simply type in the symbol and a historical date to view a quote and mini chart for that security. - Bureau of the Public Debt Online - This site has all the information you need regarding savings bonds. You can find out how much interest the bonds have earned, why you should buy bonds, what to do if your bonds are lost, plus much more.
- CNNmoney - Loads of financial information including section on News, Markets, Retirement, Consumer, Small Business, and Services.
- Federal Reserve Bank of St. Louis - Find up-to-date currency exchange rates, balance of payments, and trade data.
- GainsKeeper- This site helps investors track securities holdings and their tax implications. It will also help tax preparers with Schedule D when tax time comes around. The site keeps daily track of portfolios, including stock splits and other corporate actions.
- getsmart.com - Provides free, unbiased information to help consumers and business owners review their financial options while identifying loan products that will best meet their needs.
- GuideStar - GuideStar is a searchable database of more than 640,000 nonprofit organizations in the United States.
- Historical Stock Quotes - Find the price of a stock bought yesterday or years ago.
- Intuit Advisor - Solutions for tax, accounting, and financial advisors.
- Morningstar - Track your investments up-to-the-minute. Morningstar does not own, operate, or hold any interest in mutual funds, stocks, or insurance products. You can count on unbiased data and analysis, and candid editorial commentary.
- Mortgage/Financial Calculators - This resource features over 100 different financial calculators.
- Motley Fool - Get current stock quotes, the latest stock news and commentary, information on personal finance, and even subscribe to their free e-mail newsletter.
- Oanda.com - Access the largest foreign exchange database on the Internet. To obtain the historical exchange rate for any currency pair, select the language, the range of dates and the currencies you would like to obtain exchange rates for. You can obtain the historical exchange rates with the desired rate (cash, interbank, credit card), in ASCII, CSV or HTML format.
- Quicken - This site has breaking stock market news and analysis, information on the top mutual funds, and articles and commentary from other web sites.
- Wall Street City - Customize your own personal ticker to track the stocks you watch most, get up-to-the-minute prices on any stock you choose, read news and commentary, and use their charts and tools to "virtually" test out your own investment ideas.
Financial Aid - e Student Loan - Looking for the fastest way to the best student loan? Then use our LoanFinder for instant comparisons and online applications. We will match your specific needs with up to 12 loan programs from top lenders. It's fast and free!
- FastWeb - Are you looking for some good information you can share with your clients on college financial aid planning? This site contains every federal, state and private scholarship, loan or grant program available in the United States. If you are looking for additional services to offer your clients, helping them plan for college education is a good start.
- Nellie Mae - A national leader in student loan financing and services.
- Simple Tuition - A completely free online resource center for students and parents looking to finance a college/grad school education. We have info on financial aid, student loans, consolidation, and a very handy loan comparison tool.
Health Savings Accounts
Identity Theft
IRS Tax Center - About the IRS - Learn about the history of the IRS, as well as their current structure.
- Abusive Tax Shelters - Includes information from the division including Tax Fraud Alerts
- Businesses - Tax information for Businesses.
- Charities and Non-Profits - Tax Information for Charities & Other Non-Profits
- Collection Financial Standards
- Contacts - Information on how to contact the IRS.
- e-file - Find the latest e-file information.
- EITC Toolkit - The IRS is making it easier than ever to help tax professionals and the taxpayers they serve determine eligibility for the Earned Income Tax Credit (EITC).
- Employee Plans - Information on retirement related issues.
- Employee Plans Compliance Resolution System (EPCRS) – Do you have clients that are facing possible qualified plan terminations? This system allows plan sponsors to correct these failures and thereby continue to provide their employees with retirement benefits on a tax-favored basis.
- Enrolled Agent Program - Information on what an enrolled agent is, as well as information on how to become one.
- Events - Listing of IRS workshops, seminars, etc.
- Government Entities - Tax information for Government Entities.
- Individuals - Tax information for Individuals.
- Issue Management Resolution System
- Newsroom - Find out the latest IRS news.
- Subscription Services - This is where you can join the IRS Digital Dispatch, the IRS Local News Net, and the Employee Plan News.
- Tax Professionals - Tax information for Tax Professionals.
- Tax Statistics - There's a wealth of information about the financial composition of individuals, business taxpayers, tax exempt organizations and more. This data has been sampled from all kinds of returns and sorted in lots of interesting ways.
- Written Determinations - Taxpayer specific rulings or determinations are written memoranda furnished by the IRS National Office in response to requests by taxpayers under published annual guidelines.
Legal Information - lawyers.com - This site helps you find a lawyer, learn about the law, and know your legal options.
Mailing Lists and Newsletters
NAICS Codes
Practice Management - AccountantsWorld - Samples of Engagement Letters and Representation Letters.
- BusinessWeek online - If you subscribe to Business Week magazine, you will love BusinessWeek online.
- Quicken.com - Need a few good suggestions on how to grow your business? Quicken.com has some practical advice for doing just that.
- Tax Diversity - TaxDiversity.com is designed exclusively for the benefit of diverse tax professionals.
- U.S. Small Business Administration - Get information on starting, financial, and expanding a business.
Real Estate - National Association of Real Estate Investment Trusts - Here are answers to fundamental questions about REITs for investors, financial planners, stock brokers, the media and the general public. Please note that all data is derived from and applies only to publicly traded REITs.
Retirement Plans - Employee Plans Compliance Resolution System (EPCRS) – Do you have clients that are facing possible qualified plan terminations? This system allows plan sponsors to correct these failures and thereby continue to provide their employees with retirement benefits on a tax-favored basis.
- Individual K - Are your clients calling you and asking you questions on how the Individual 401(k) plans work? This web site offers practical information and a calculator to help you help your clients.
- NewRMD.com - Are your clients calling you and asking you questions on how the new minimum distribution rules for IRAs and qualified plans may apply to them? The New Required Minimum Distribution web site offers practical information and a calculator to help you help your clients. The purpose of this site is to provide technical and planning information on the new rules to practitioners and consumers.
Revenue Rulings - Tax Links - Your Online Source for Revenue Rulings - Online search of the entire IRS Revenue Ruling Library from 1954 to the present and reference/referral to outside sources for other tax related materials.
Social Security - Social Security Administration - This site will allow you to compute Social Security benefits for your clients allowing you to better assist them with retirement planning, plus much more.
State Taxes - State Links - These links will take you to revenue web pages for the respective state.
Tax Court - United States Tax Court - Find out information regarding the U.S. Tax Court, including: rules of the court, how to file a petition, and tax court memorandums.
Tax Directories
Tax Forms and Publications
Tax Legislation - House of Representatives - Track new legislation and other developments in the House of Representatives.
- Thomas Legislative Information on the Internet - Need information on the Taxpayer Relief Act of 1997, or the Technical Corrections Bill, or any other bills? Track legislations and other Congressional activities. Find out the status of newly introduced bills and how your Congressmen voted.
Tax Penalties - taxpenalty.com - If you feel the tax penalties the IRS has computed on Forms 941 and 2210 are too high, this site promises to reduce them, for a one-time subscription fee of $149.
Tobacco Quota Buyout - http://www.uky.edu/Ag/TobaccoEcon/mgmt.html Tobacco Quota Buyout – A tobacco quota buyout was included in the American Jobs Creation Act of 2004, which was signed and enacted on October 22, 2004. The tobacco quota buyout makes compensation payments to tobacco quota owners and active tobacco growers beginning with the 2005 crop. This website provides information on the reporting requirements and the taxability of the payments.
Travel Per Diem Rates
United States Code |
