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...]
Key tax issues in M&A transactions
February 13, 2023 by David Corneil
Merger and acquisition activity dropped dramatically last year due to rising interest rates and a slowing economy. The total value of M&A transactions in … [Read more...]
How to Handle All Those Forms
February 9, 2023
Your mailbox has filled up with tax forms over the last several weeks and there are likely more to come. Getting your forms organized makes your tax filing … [Read more...]
