Financial Resources

​

• 529 College Savings Plans Find by State

• www.myfloridaprepaid.com

• These sites above provide valuable information with regard to 529 Plans. Pay particular attention to whether the 529 Plan you invest in provides protection from creditors. At present, several states including Florida, specifically state in their statutes that the 529 Plans are protected. If you have any questions regarding 529 Plans or would like our assistance in advising whether a particular states 529 Plan is protected from creditors, please contact us.​

​

• AICPA (American Institute of CPAs)

• AFR (Applicable Federal Rates) Current & Historical Rates

• Bankrate.com

• Cardtrak.com Find credit cards with lowest interest rates & best benefits.

• CPA Directory

• FICPA (Florida Institute of CPAs)

• IRS Charities & Non-Profit Tax Information

• IRS - How to Get a Transcript or Copy of a Prior Year Tax Return

• IRS - Form 4506-T Request for Transcript of Tax Return

• IRS Tax Withholding Estimator

• FDIC's Electronic Deposit Insurance Estimator (EDIE)

• Myfico.com

• IRS Revenue Rulings list by Pillsbury Winthrop Shaw Pittman LLP

• RIA Tax News & Resources

• Savings Bond Calculator (Treasury Direct) Tools to manage your savings bonds.

​