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.

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2023 – 2024 Tax Planning Guide
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Beneficial Ownership Information Reporting Requirement
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2022-2023 Tax Planning Guide
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2022 Tax Practice Marketing Guide
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Work Opportunity Tax Credit
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Section 301 Exchange
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Roth IRA One Year Rule
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IRS Audit Red Flags
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Home Sale Gain Exclusion
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Fuel Tax Credit
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Bonus Depreciation and Section 179
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Alternate Valuation Date
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Asset Management
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Business Transition Strategies
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Compass
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Guidance Planning Strategies Platform
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Protecting your Non-Profit from Executive Compensation Scrutiny
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Covid-19 Update (3/18/2021)
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Profitable Solutions for Non-Profits - Spring 2021
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2020-2021 Tax Planning Guide
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Profitable Solutions for Non-Profits - Winter 2020
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Profitable Solutions for Non-Profits - Fall 2020
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COVID-19 Update (6/26/2020)
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Profitable Solutions for Non-Profits - Summer 2020
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COVID-19 Update (4/8/2020)
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COVID-19 Update (3/26/2020)
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COVID-19 Update (3/25/2020)
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COVID-19 Update (3/22/2020)
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COVID-19 Update ( 3/20/2020)
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COVID-19 Update (3/19/2020)
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2019-2020 Tax Planning Guide
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Profitable Solutions for Non-Profits – Fall 2014
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Profitable Solutions for Non-Profits – Summer 2014

Whitepapers

The following whitepapers have been developed on topics that are important to our clients.

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Protecting your Non-Profit from Executive Compensation Scrutiny
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5 Tips for Improving your Accounting Function

Presentations

CS&L Principals often lead educational presentations in the community. View slides from recent presentations here.

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Financial 990 Reporting
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The Board Member's Responsibility

Important Links

CS&L has provided the links below with additional useful information.

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.