Each year, the Internal Revenue Service publishes its annual Dirty Dozen list of tax scams highlighting various schemes that put taxpayers and their financial … [Read more...]
Tax Returns: Should You File an Extension?
April 6, 2023 by Jennifer Lownsbury
Obtaining a six-month extension to file is relatively easy, and there are legitimate reasons for doing so. Here's what you need to know about extensions. What … [Read more...]
Podcast: Exit Planning
March 30, 2023
Check out our latest podcast (Episode 21) on Exit Planning featuring Partner, Kelly O'Farrell, CPA, CVA and Senior Accountant, Nate Gwost, CPA. The podcast airs … [Read more...]
Cole Ochsendorf joins CDS
March 28, 2023
Cole Ochsendorf recently joined CDS as a Governmental Accountant. He brings over one year of accounting and auditing experience in to CDS. His focus area is … [Read more...]
Understanding the Gift Giving Tax
March 27, 2023 by Jim Rudnick
In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give … [Read more...]
David Meyer Promoted
March 13, 2023
David Meyer was recently promoted to Senior Governmental Accountant. He joined CDS in 2019 as a Governmental Accountant. David graduated from Southwest … [Read more...]
Have you recently reviewed your life insurance needs?
March 2, 2023 by Larry Stulen
Once upon a time, life insurance played a much larger part in an estate plan than it does now. Why? Families would use life insurance payouts to pay estate … [Read more...]
To file or not to file a gift tax return, that is the question
February 23, 2023 by Stacey Seviola
If you made gifts last year you may be wondering if you need to file a gift tax return. The short answer: There are many situations when it’s necessary (or … [Read more...]
Nicholle Peterson Promoted
February 21, 2023
Nicholle Peterson was recently promoted to Third Party Administrator Manager. Nicholle Peterson joined CDS in 2018 as an Employee Benefits Administrator. Prior … [Read more...]
