QuickSource materials are available to PIA members only if you have not registered for MEMBER ONLY services from PIA click here now.
Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
Browse by topic
Taxes
How much ends up in your pocket?—plan now so Uncle Sam doesn’t get more when you sell
Discusses the federal tax issues in the agency selling process, including considerations such as S and C corporation tax filings and more. 3 pages
Requirements of the Foreign Account Tax Compliance Act
Reporting requirements for the Foreign Account Tax Compliance Act and what effects the law has on PIA members. 1 page
Tax considerations on expense reimbursements
Discusses the tax treatment of reimbursed and unreimbursed business expenses. 2 pages
Tax implications—buying and selling agencies
Factors to consider when buying or selling an agency that will help to maximize the dollar amount the seller will be left with after taxes. 3 pages
Tax reform and small business: growing our economy and creating jobs
This resource kit offers information on new tax changes for independent insurance agents and brokers. 1 page
What to know about disaster-related casualties and taxes
Federal income tax implications when someone suffers disaster-related casualties. 2 pages