How the new SECURE 2.0 law may affect your business

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for … [Read more...]

2023 tax calendar

To help you make sure you don’t miss any important 2023 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are … [Read more...]

GASB Statement No. 96 – SBITA

What are Subscription-based IT Arrangements? Subscription-based information technology arrangements (SBITA) is a contract that conveys control of the right to … [Read more...]

Common Conflicts of Interest and How to Prevent Them

What is a Conflict of Interest? A Conflict of Interest occurs when a public officer who is authorized to take part in any manner making any sale, lease, or … [Read more...]

Our Newest CDS Partner

Stacey Seviola, CPA has been admitted as Partner at CDS effective January 1, 2023. Stacey Seviola, CPA has been a Manager at CDS since 2016. She joined … [Read more...]

SECURE 2.0 Act

On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new … [Read more...]

It’s Tax Time! Tips to Get Organized

The beginning of a new year brings the need to recap the previous one for Uncle Sam. Here are some tips and a checklist to help get you organized. Look for … [Read more...]

Podcast: Tax Insights for the 2023 Filing Season

Check out our latest podcast (Episode 20) on Tax Insights for individuals and businesses for the 2023 filing season hosted by Manager, Thomas Stoeckman, CPA. … [Read more...]

Carolyn Halverson earns Enrolled Agent Certification

Carolyn Halverson recently earned her Enrolled Agent (EA) certification. An Enrolled Agent is a federally licensed tax practitioner who has proven technical … [Read more...]