Client Resources | Forms, Tools, and Info
We feel it’s important to educate our clients on important topics, trends and news. Here, you will find downloadable resources, previous issues of our informative newsletters and the option to sign up for our e-Newsletters.
Guides & Publications
Learn more about trends and industry issues that may affect you.
2023 – 2024 Tax Planning Guide
Beneficial Ownership Information Reporting Requirement
2022-2023 Tax Planning Guide
2022 Tax Practice Marketing Guide
Work Opportunity Tax Credit
Section 301 Exchange
Roth IRA One Year Rule
IRS Audit Red Flags
Home Sale Gain Exclusion
Fuel Tax Credit
Bonus Depreciation and Section 179
Alternate Valuation Date
Asset Management
Business Transition Strategies
Compass
Guidance Planning Strategies Platform
Protecting your Non-Profit from Executive Compensation Scrutiny
Covid-19 Update (3/18/2021)
Profitable Solutions for Non-Profits - Spring 2021
2020-2021 Tax Planning Guide
Profitable Solutions for Non-Profits - Winter 2020
Profitable Solutions for Non-Profits - Fall 2020
COVID-19 Update (6/26/2020)
Profitable Solutions for Non-Profits - Summer 2020
COVID-19 Update (4/8/2020)
COVID-19 Update (3/26/2020)
COVID-19 Update (3/25/2020)
COVID-19 Update (3/22/2020)
COVID-19 Update ( 3/20/2020)
COVID-19 Update (3/19/2020)
2019-2020 Tax Planning Guide
Profitable Solutions for Non-Profits – Fall 2014
Profitable Solutions for Non-Profits – Summer 2014
Whitepapers
The following whitepapers have been developed on topics that are important to our clients.
Protecting your Non-Profit from Executive Compensation Scrutiny
5 Tips for Improving your Accounting Function
Presentations
CS&L Principals often lead educational presentations in the community. View slides from recent presentations here.
Financial 990 Reporting
The Board Member's Responsibility
Important Links
CS&L has provided the links below with additional useful information.
Government Links
Newsletters
Read excerpts from our monthly eNewsletter, featuring tax updates and financial planning tips.
Click on a link below to view a newsletter.
Why Choose CS&L
Founded in 1954, CS&L CPAs (Christopher, Smith, Leonard, & Stanell, P.A.) is a full-service public accounting firm, providing a wide range of solutions including taxation, accounting, auditing, business technology consulting, and pension administration.
We operate in a paperless, eco-friendly environment and utilize the latest technology to efficiently serve our clients. The firm has offices in Bradenton and Sarasota.