The following links are provided for your convenience, enjoyment and edification. Markovitz Dugan & Associates (MD&A) recommends consulting with one of our experts prior to all major financial decisions.

Forms and Compliance Matters

Bank Verification Letter
MD&A Corporation, Partnership & Fiduciary Engagment Letter
MD&A Individual Engagment Letter
2021 Payroll Tax Changes
Year End Additional Compensation Letter and Worksheet 2020
Record Retention Guidelines
Markovitz Dugan & Associates Estate Planning Questionnaire
Sample Capitalization Policy
IRS Regulations for Repairs and Capital Expenditures

Collaborative Divorce

Collaborative Law Association of Southwest Pennsylvania
International Academy of Collaborative Professionals

Recent Developments and Important Information

Pennsylvania Department of Revenue New Identification Numbers

Government Links

Guidance for Private Employers on Changes to the White Collar Exemptions in the Overtime Final Rule PDF
The Internal Revenue Service
Federal Tax Forms and IRS Publications
US Tax Court
PA Department of Revenue
Social Security Administration

Accounting Links

Information about Minimum Wage Changes Effective 1/1/2021
New York Stock Exchange
Bank Rate Monitor
(Up-to-date information on mortgage, auto and other bank loan information.)
Big Charts
(Big Charts is an investment research website which provides access to professional-level research tools such as interactive charts, quotes, industry analysis and intraday stock screens, as well as market news and commentary.
National Tuition Savings Program
(Information on state government created college savings programs.)