Thea Dickerson joins CDS

Thea Dickerson recently joined CDS as a Payroll Specialist. She brings over 10 years of administrative, payroll, and bookkeeping experience to CDS. Thea … [Read more...]

To file or not to file a gift tax return, that is the question

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...]

Key tax issues in M&A transactions

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

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...]

What business owners can do about insurance fraud

According to various sources, around 10% of all insurance claims involve fraud. Insurance companies generally pass along the cost of these fraud losses to … [Read more...]

Business owners: Now’s the time to revisit buy-sell agreements

If you own an interest in a closely held business, a buy-sell agreement should be a critical component of your estate and succession plans. These agreements … [Read more...]

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...]

Madison Rucks joins CDS

Madison Rucks recently joined CDS as a Payroll Specialist. She brings over 4 years of payroll experience to CDS. Her focus areas are assisting clients with the … [Read more...]