With graduation season just around the corner, now is a great time to review five key money basics for both students and the entire family. Understand your net … [Read more...]
Meranda Wacek, CPA joins CDS
April 13, 2023
Meranda Wacek, CPA recently joined CDS as a Manager. She brings to CDS over 20 years of accounting and auditing experience, including operating as Chief … [Read more...]
The IRS Dirty Dozen: Top Tax Scams to Avoid
April 11, 2023 by Annette Benson
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...]
