Newsletters / Checklists QuickBooksAn annual update of new developments in QuickBooks and a discussion of problem areas, such as billing or inventory management. DOWNLOAD PayrollAn annual update on payroll requirements, such as Social Security limits, etc. and payroll department issues, including subcontractors. DOWNLOAD Family Documents ChecklistThis checklist should assist you in documenting your valuable papers. We recommend you keep a copy with the executor of your estate, key family members, and others who should be informed. DOWNLOAD Sample Governance DocumentsSample documents recommended for non-profit organizations. Whistleblower Policy DOWNLOAD Conflict of Interest Policy DOWNLOAD Document Retention/Destruction DOWNLOAD Disaster Recovery Plan DOWNLOAD New York State Family Leave DOWNLOAD AICPA-Federal Tax Return Due Dates ChartAICPA- Federal Tax Return Due Dates ChartCommunity NewsDOWNLOAD John E. Trahan 2019 Memorial Golf Outing.
