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Listed below are the latest newsletters and white papers from WhippleWood. For a complete list of online resources, visit our
Newsletters or
FAQ's sections.
New financial markets rescue law includes valuable energy tax incentives
The high cost of energy has nearly everyone looking for ways to conserve and save money, especially with colder weather coming to many parts of the country. One surprising place to find help is in the financial markets rescue package (the Emergency Economic Stabilization Act of 2008) recently passed by Congress. Overshadowed by the financial provisions are some very important energy tax incentives that could save you money at home and in your business.
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Employer Requirement - Form I-9 Updated 11-7-2007
An employer is required to verify the identity and employment eligibility of all employees hired in the U.S. after November 6, 1986, by completing the Form I-9, Employment Eligibility Verification for each. Some of the most significant changes to Form I-9 include:
The U.S. Citizenship and Immigration Services (USCIS) released an updated version of the Form I-9 and M-274, Handbook for Employers, Instructions for Completing the Form I-9. The new form was released on November 7, 2007, and a notice was published in the Federal Register last November allowing employers until December 26, 2007 to transition to the new form. Employers who fail to use the new form after this date will be subject to penalties.
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Tax Notebook Toolkit

Welcome to Tax Notebook Toolkit, the powerful web based tool that handles all Tax Notebook™ administrative tasks.
customizing, creating and tracking your Tax Notebooks. The Toolkit is also used to upload your client Pro Forma
servers and download completed Tax Notebook data back to your local office.
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Tax tips in a falling stock market
In a period of declining stock prices, tax benefits may not be foremost in your mind. Nevertheless, you may be able to salvage some benefits from the drop in values. Not only can you reduce your taxable income, but you may be able to move out of unfavorable investments and shift your portfolio to investments that you are more comfortable with.
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Jennifer
Robertson Employment Law, LLC
"WhippleWood CPAs impressed me with their professionalism and their understanding of taxes.
I really didn’t expect them to get it right the first time, given the complications of my return.
But they obviously know what the heck they are doing. I am so used to catching mistakes from others
that my trust level has dropped significantly when I’m working with someone new. I’m glad I found
you WhippleWood, and 1 will certainly feel more comfortable sending clients their way."
- Miceli Financial Planning