Clik here to view.
Essentials – WK resources for not-for-profit organizations
Subscribe to Essentials NFP staff, volunteers and board members will find information and tips for the unique needs of 501(c)3, 501(c)6 and education institutions in the Essentials newsletter. Note:...
View ArticleClik here to view.
Employer – WK resources for employers
Subscribe to Employer The Employer newsletter offers information on employee benefit plans, payroll, management, and human resources that business owners, CFOs and HR professionals might find helpful....
View ArticleClik here to view.
Values – WK resources for individuals and families
Subscribe to Values If you are interested in personal tax, estate planning, retirement planning, residential real estate and other money matters that affect you and your family, we recommend the...
View ArticleClik here to view.
Audit quality
WK is committed to excellence in our audit practice and undergoes a peer review, conducted by outside CPAs, every three years. In addition, WK is a member of two AICPA divisions that are designed to...
View ArticleClik here to view.
Ledgers – News and resources for friends of WK
Subscribe to Ledgers This general-interest newsletter contains articles on business and individual topics. Unless one of our other newsletters seems to be more appropriate for you, Ledgers will...
View ArticleClik here to view.
403(b) plan filing and audit services
Click on the links below for helpful information from the DOL, IRS and the AICPA’s Employee Benefit Plan Quality Center. Most items are in PDF format. EBPAQC Resources Section 403(b) plan filing and...
View ArticleLevels of assurance
Some privately owned companies may not need audited financial statements – a less complicated and less costly compilation or review could fulfill your requirements. What are the differences between the...
View ArticleClik here to view.
Compliance with the Repair Regulations
The IRS released final Repair Regulations in September 2013 to provide guidance on which amounts paid for materials and supplies, for repairs and maintenance, and for purchases of assets can be...
View ArticleClik here to view.
Record Retention Schedule
Do you ever wonder how long you should keep old financial records? Williams-Keepers LLC has developed a Record Retention Schedule that can help you determine how long you need to keep bank statements,...
View ArticleK-1 instructions
Find K-1 instructions for S corporations, partnerships and fiduciaries here. S Corporation K-1 Instructions (PDF) Partnership K-1 Instructions (PDF) Fiduciary K-1 Instructions (PDF)
View Article
