QuickSource Document Service

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

QS90662

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

QS90759

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

QS90954

Tax considerations on expense reimbursements

Discusses the tax treatment of reimbursed and unreimbursed business expenses. 2 pages

QS90530

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

QS90971

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

QS90734

What to know about disaster-related casualties and taxes

Federal income tax implications when someone suffers disaster-related casualties. 2 pages