Appendix

SELECTED SOURCES & OTHER HELPFUL RESOURCES

BARTERING

GOVERNMENT RESOURCES

Internal Revenue Service (IRS) (irs.gov):

Barter Exchanges

Bartering Income

Bartering Tax Center

Recordkeeping Tips for Barter Transactions

“Tax Topics—Topic 420 Bartering Income”

WEBSITES

BerkShares, Inc (berkshares.org)

Calgary Dollars (calgarydollars.ca)

Ithaca Hours—Local Currency—Ithaca, New York (ithacahours.org)

Ithaca Hours Online (ithacahours.com)

Time Banks USA (timebanks.org)

ORGANIZATIONS

IRTA (International Reciprocal Trade Association) (irta.com)

National Association of Trade Exchanges (natebarter.com)

EDUCATION

GOVERNMENT RESOURCES

Consumer Financial Protection Bureau. “Student Debt Repayment Assistant.” (consumerfinance.gov)

IRS Publication 970, Tax Benefits for Education. (irs.gov)

WEBSITES

College Savings Plans Network (CSPN) (collegesavings.org)

Savingforcollege.com (savingforcollege.com)

ORGANIZATIONS

FAFSA (Free Application for Federal Student Aid) on the Web—Federal Student Aid (fafsa.ed.gov)

Project on Student Debt: The Institute for College Access & Success (projectonstudentdebt.org)

U.S. Department of Education (ED.gov)

FINANCE

BOOKS & SHORT PUBLICATIONS

Benun, Ilise. The Creative Professional’s Guide to Money.

D’Agnese, Joseph and Denise Kiernan. The Money Book for Freelancers, Part-Timers, and the Self-Employed.

Gichon, Galia. My Money Matters Kit.

ARTICLES & WEB PAGES

BizFilings Business Owner’s Toolkit (bizfilings.com)

“Family Monthly Budget Sheet”

Family Works

Freelance Switch and Errumm Web Consulting. “Freelance Switch Hourly Rate Calculator.” (freelanceswitch.com/rates)

GOVERNMENT RESOURCES

Board of Governors of the Federal Reserve System. “Consumer’s Guide to Credit Cards.” (federalreserve.gov)

Federal Deposit Insurance Corporation (FDIC) (fdic.gov):

Money Smart—A Financial Education Program

Money Smart Information Booth

Federal Trade Commission (FTC) (ftc.gov):

Credit & Loans

Credit Card Repayment Calculator

Facts for Consumers: Credit Repair: How to Help Yourself

Facts for Consumers: How to Dispute Credit Report Errors

Fair Debt Collection Practices Act Links

Free Annual Credit Reports

Money Matters

Internal Revenue Service (IRS) (irs.gov):

IRS Publication 560, Retirement Plans for Small Business

IRS Publication 590, Individual Retirement Arrangements (IRAs)

IRS Retirement Plans Navigator

Retirement Plans for Self-Employed People

Tax Information for Plan Sponsor/Employer

Types of Retirement Plans

U.S. Department of Labor, Employee Benefits Security Administration (EBSA). Taking the Mystery Out of Retirement Planning. (dol.gov)

U.S. Social Security Administration. “Retirement Estimator.” (socialsecurity.gov or ssa.gov)

WEBSITES

AnnualCreditReport.com (annualcreditreport.com)

Bankrate (bankrate.com)

CardTrak (cardtrak.com)

CNNMoney (money.cnn.com)

Down-to-Earth Finance (downtoearthfinance.com)

Equifax (equifax.com)

Experian (experian.com)

Feed the Pig (feedthepig.org)

FICO (Fair Isaac Corporation) (fico.com)

Investopedia (investopedia.com)

Kiplinger (kiplinger.com)

Lending Club (lendingclub.com)

Mint.com (mint.com)

Moneychimp (moneychimp.com)

Morningstar (morningstar.com)

Mutual Fund Education Alliance (mfea.com)

Prosper Marketplace, Inc (prosper.com)

“ScoreInfo” (scoreinfo.org)

SmartMoney (smartmoney.com)

360 Degrees of Financial Literacy [Provided by the American Institute of Certified Public Accountants] (360financialliteracy.org)

TransUnion (transunion.com)

Vanguard (vanguard.com)

ORGANIZATIONS

Choose to Save or ASEC Programs [Employee Benefit Research Institute (EBRI)] (choosetosave.org)

FDIC Money Smart Information Booth (69.0.254.19/wwMS/english/InfoBooth/)

MyMoney.gov (mymoney.gov)

National Credit Union Administration (NCUA) (ncua.gov)

National Foundation for Credit Counseling (nfcc.org)

GENERAL INTEREST

BOOKS & SHORT PUBLICATIONS

Ariely, Dan. Predictably Irrational.

Botsman, Rachel, and Roo Rogers. What’s Mine Is Yours.

Leadbeater, Charles. We-Think.

Lesonsky, Rieva, and the Staff of Entrepreneur Magazine. Entrepreneur Magazine’s Start Your Own Business.

Pink, Daniel H. Free Agent Nation.

Putnam, Robert D. Bowling Alone.

Riesman, David, with Nathan Glazer and Reuel Denney. The Lonely Crowd.

Rushkoff, Douglas. Program or Be Programmed.

Shirky, Clay. Here Comes Everybody.

Stim, Richard, and Lisa Guerin. Whoops! I’m in Business.

ARTICLES & WEB PAGES

Horowitz, Sara, Althea Erickson, and Gabrielle Wuolo. Independent, Innovative, and Unprotected: How the Old Safety Net Is Failing America’s New Workforce. (fu-res.org)

Horowitz, Sara, Hollis Calhoun, Althea Erickson, and Gabrielle Wuolo. “America’s Uncounted Independent Workforce.” (fu-res.org)

Intuit. Intuit 2020 Report: Twenty Trends That Will Shape the Next Decade. (intuit.com)

WEBSITES

Escape from Cubicle Nation (escapefromcubiclenation.com)

Freelance Folder (freelancefolder.com)

Freelancers Union (freelancersunion.org)

FreelanceSwitch (freelanceswitch.com)

Harvard Business Review Magazine (hbr.org)

StevePavlina.com (stevepavlina.com)

TechCrunch (techcrunch.com)

The Solopreneur Life (thesolopreneurlife.com)

HEALTH

GOVERNMENT RESOURCES

National Institute of Mental Health (NIMH). “Depression.” (nimh.nih.gov)

ORGANIZATIONS

MedlinePlus [A Service of the U.S. National Library of Medicine, National Institutes of Health (NIH)] (nlm.nih.gov/medlineplus)

National Health Information Center (NHIC) (health.gov/nhic)

National Institutes of Health (NIH) (nih.gov)

National Sleep Foundation (sleepfoundation.org)

U.S. Department of Health and Human Services (hhs.gov)

U.S. National Library of Medicine (nlm.nih.gov)

INSURANCE

ARTICLES & WEB PAGES

The Actors Fund. “Healthcare and Health Insurance.” (actorsfund.org)

The AHIRC Directory [The Artists’ Health Insurance Resource Center (created by the Actors Fund)] (ahirc.org)

Consumer Reports. “Insurance.” (consumerreports.org):

Freelancers Union. “Insurance and Benefits.” (freelancersunion.org)

Freelancers Union. Independent Workforce Issue Brief: Unemployment Insurance. (fu-res.org)

Health Insurance Resource Center. “Health Insurance Glossary.” (healthinsurance.org)

GOVERNMENT RESOURCES

Bureau of Labor Statistics “Definitions of Health Insurance Terms.” (bls.gov)

WEBSITES

The Center for Consumer Information & Insurance Oversight (CCIIO) [Centers for Medicare and Medicaid Services (CMS)] (cciio.cms.gov)

eHealthInsurance (ehealthinsurance.com)

eHealthInsurance (ehealthinsurance.org)

The Entertainment Industry Group Insurance Trust (TEIGIT) (teigit.com)

GoHealth (gohealthinsurance.com)

Healthcare Blue Book (healthcarebluebook.com)

Health Insurance Resource Center (healthinsurance.org)

Health Plan One (healthplanone.com)

Insure.com (insure.com)

InsureMonkey (insuremonkey.com)

Kaiser Family Foundation State Health Facts (statehealthfacts.org)

MyHealthCafe.com (myhealthcafe.com)

ORGANIZATIONS

Insurance Information Institute (I.I.I.) (iii.org)

Centers for Medicare and Medicaid Services (CMS), Department of Health and Human Services (HHS) (cms.gov)

HealthCare.gov (healthcare.gov)

National Association of Health Underwriters (NAHU) (nahu.org)

National Association of Insurance Commissioners (NAIC). Map of NAIC States and Jurisdictions (state insurance departments). (naic.org)

INTERPERSONAL

BOOKS & SHORT PUBLICATIONS

Cialdini, Robert B. Influence.

Navarro, Joe, with Toni Sciarra Poynter. Louder Than Words.

Post, Peggy, and Anna Post, Lizzie Post, and Daniel Post Senning. Emily Post’s Etiquette.

Post, Peggy, and Peter Post. Emily Post’s The Etiquette Advantage in Business.

Tannen, Deborah. You Just Don’t Understand.

WEBSITES

The Emily Post Institute (emilypost.com)

Meetups (meetup.com) (freelance.meetup.com)

ORGANIZATIONS

American Staffing Association (ASA) (americanstaffing.net)

LEGAL

BOOKS & SHORT PUBLICATIONS

Ackerman, J. S., and Katherine Colgan. Freelancers Copyright Guide. National Writers Union [free download] (nwu.org)

Graphic Artists Guild. Graphic Artists Guild Handbook of Pricing and Ethical Guidelines.

Warner, Ralph. Everybody’s Guide to Small Claims Court.

ARTICLES & WEB PAGES

AIGA (American Institute of Graphic Arts). “Standard Form of Agreement for Design Services.” (aiga.org)

American Arbitration Association. “Arbitration.” (adr.org)

American Bar Association. “Consumers’ Guide to Legal Help.” (www.americanbar.org)

Editorial Freelancers Association (the-efa.org):

“Resources: Common Rates,” Editorial Rates

“Resources: Letter of Agreement”

Edwards, Paul, and Sarah Edwards, in Entrepreneur (entrepreneur.com):

“Setting Up a Homebased Business Legally”

“Your Homebased Business’ Structure”

Freelancers Union. “Contract Creator.” (freelancersunion.org)

Graphic Artists Guild. “Contract Monitor.” (graphicartistsguild.org)

Ruckelshaus, Catherine K. “Leveling the Playing Field: Protecting Workers and Businesses Affected by Misclassification: Testimony of Catherine K. Ruckelshaus, National Employment Law Project, Hearing Before the United States Congress Senate Committee on Health, Education, Labor & Pensions.” National Employment Law Project, June 17, 2010 (nelp.org)

GOVERNMENT RESOURCES

Harris, Seth D. “Statement of Seth D. Harris, Deputy Secretary, U.S. Department of Labor, Before the Committee on Health, Education, Labor, and Pensions, U.S. Senate, June 17, 2010.” U.S. Department of Labor Newsletter, June 3, 2010. (dol.gov)

Internal Revenue Service (IRS). “Independent Contractor (Self-Employed) or Employee?” (irs.gov)

U.S. Copyright Office. “Copyright Basics.” (copyright.gov)

U.S. Department of Labor, Employment and Training Administration CareerOneStop. “Licensed Occupations.” (acinet.org)

U.S. Government Accountability Office (GAO). Report to Congressional Requesters: Employee Misclassification: Improved Coordination, Outreach, and Targeting Could Better Ensure Detection and Prevention. August 2009. [GAO-09-717] (gao.gov)

U.S. Small Business Administration (SBA). “Search for Business Licenses and Permits.” (sba.gov)

WEBSITES

Furnari Scher (furnarischer.com)

National Arbitration Forum (arb-forum.com)

The New Ultimates (newultimates.com)

Nolo (nolo.com)

Switchboard (switchboard.com)

Trademarks, Etc. (trademarksetc.com)

ORGANIZATIONS

American Arbitration Association (adr.org)

American Bar Association (americanbar.org)

Bureau of Consumer Protection (BCP) Business Center [Federal Trade Commission (FTC)] (business.ftc.gov)

The Commercial Collection Agency Association (ccaacollect.com)

JAMS (Judicial Arbitration and Mediation Services) alternative dispute resolution (ADR) (jamsadr.com)

National Arbitration Forum (adrforum.com)

National Writers Union (nwu.org)

U.S. Copyright Office (copyright.gov)

U.S. Department of Labor Wage and Hour Division (WHD) (dol.gov)

U.S. Patent and Trademark Office (USPTO) (uspto.gov)

Volunteer Lawyers for the Arts (vlany.org)

MARKETING

BOOKS & SHORT PUBLICATIONS

Benun, Ilise, and Peleg Top. The Designer’s Guide to Marketing and Pricing.

Granovetter, Mark. “The Strength of Weak Ties: A Network Theory Revisited.” Sociological Theory, vol. 1 (1983): 201–233.

Levinson, Jay Conrad. Guerrilla Marketing.

Margolis, Jonathan, and Patrick Garrigan. Guerrilla Marketing for Dummies.

ARTICLES & WEB PAGES

Cialdini, Robert B. “The Science of Persuasion.” Scientific American. (influenceatwork.com)

Clark, Brian. How to Create Compelling Content That Ranks Well in Search Engines. (scribeseo.com)

GOVERNMENT RESOURCES

Bureau of Consumer Protection, Business Center. “CAN-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission (ftc.gov)

WEBSITES

Career Solvers (careersolvers.com)

“communicatrix” (communicatrix.com)

Copyblogger (copyblogger.com)

Etsy, Inc. (etsy.com)

Google Analytics (google.com)

Influence at Work (influenceatwork.com)

Kommein (kommein.com)

Make a Living Writing (makealivingwriting.com)

Marketing Mentor (marketing-mentor.com)

ProBlogger (problogger.net)

Social Media Today (socialmediatoday.com)

The Technology Therapy Group (technologytherapy.com)

OFFICE SPACE, DESIGN, ORGANIZING

ARTICLES & WEB PAGES

Surowiecki, James. “Later: What Does Procrastination Tell Us About Ourselves?” Books, The New Yorker. (newyorker.com)

GOVERNMENT RESOURCES

U.S. Department of Labor Occupational Safety and Health Administration (OSHA). “Computer Workstations.” (osha.gov)

U.S. Environmental Protection Agency (EPA) (epa.gov):

“eCycle Cell Phones”

“Where Can I Donate or Recycle My Old Computer and Other Electronic Products?”

U.S. EPA Energy Star (energystar.gov)

WEBSITES

Coworking Wiki (wiki.coworking)

E-Cycling Central (ecyclingcentral.com)

EMH Physical Therapy (emhphysicaltherapy.com)

Global Coworking Blog (blog.coworking.com)

Jelly!—Casual coworking is awesome. / How to Start a Jelly. (wiki.workatjelly.com)

The 99 Percent (the99percent.com)

Productive Flourishing (productiveflourishing.com)

The Spacialist (thespacialist.com)

Zen Habits (zenhabits.net)

SMALL BUSINESS

GOVERNMENT RESOURCES

Internal Revenue Service (IRS) (irs.gov):

Business Structures

Corporations

Limited Liability Company (LLC)

Partnerships

S Corporations

Self-Employment Tax (Social Security and Medicare Taxes)

Single Member Limited Liability Companies Sole Proprietorships

WEBSITES

BizFilings Business Owner’s Toolkit (bizfilings.com)

Entrepreneur magazine (entrepreneur.com)

Mashable.com (mashable.com)

ORGANIZATIONS

National Association for the Self-Employed (NASE) (nase.org)

National Small Business Association (NSBA) (nsba.biz)

SCORE (Service Corps of Retired Executives) (score.org)

U.S. Small Business Administration (SBA) (sba.gov)

TAXES, ACCOUNTING, BOOKKEEPING

BOOKS & SHORT PUBLICATIONS

Thompson, Brigitte A. Bookkeeping Basics for Freelance Writers.

ARTICLES & WEB PAGES

Freelancers Union. “Independent Workforce Issue Brief: Tax Challenges.” (fu-res.org)

GOVERNMENT RESOURCES

Internal Revenue Service (IRS) (irs.gov):

A–Z Index for Business

Barter Exchanges

Bartering Income

Bartering Tax Center

Child Care Tax Center

General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

How to Choose a Tax Return Preparer and Avoid Preparer Fraud

Instructions for the Requester of Form W-9

IRS Publication 15 (Circular E), Employer’s Tax Guide

IRS Publication 15-A, Employer’s Supplemental Tax Guide

IRS Publication 334, Tax Guide for Small Businesses

IRS Publication 463, Travel, Entertainment, Gift, and Car Expenses

IRS Publication 502, Medical and Dental Expenses

IRS Publication 503, Child and Dependent Care Expenses

IRS Publication 505, Tax Withholding and Estimated Tax

IRS Publication 509, Tax Calendars

IRS Publication 526, Charitable Contributions

IRS Publication 530, Tax Information for Homeowners

IRS Publication 535, Business Expenses

IRS Publication 538, Accounting Periods and Methods

IRS Publication 583, Starting a Business and Keeping Records

IRS Publication 587, Business Use of Your Home

IRS Publication 936, Home Mortgage Interest Deduction

IRS Publication 946, How to Depreciate Property

IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans

IRS Publication 970, Tax Benefits for Education

Is Your Hobby a For-Profit Endeavor?

Recordkeeping Tips for Barter Transactions

Self-Employed Individuals Tax Center

Self-Employment Tax (Social Security and Medicare Taxes)

“Tax Topics—Topic 420 Bartering Income”

“Tax Topics—Topic 509 Business Use of Home”

“Tax Topics—Topic 704 Depreciation”

U.S. General Services Administration (gsa.gov) “Per Diem Rates”

WEBSITES

Datamaster Accounting Services (datamasteraccounting.com)

ORGANIZATIONS

American Institute of Certified Public Accountants (aicpa.org)