Tax Planning: Now More Important Than Ever

Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here's how … [Read more...]

2024 cost-of-living adjustments: How do they affect your year-end tax planning?

The IRS recently issued its 2024 cost-of-living adjustments for more than 60 tax provisions. With inflation moderating slightly this year over last, many … [Read more...]

Take action now to reduce your 2023 income tax bill

A number of factors are making 2023 a confounding tax planning year for many people. They include turbulent markets, stabilizing but still high interest rates … [Read more...]

Year-End Tax Planning Tips for Your Business

As 2023 winds down, here are some ideas to help you prepare for filing your upcoming tax return: Informational returns. Identify all vendors who require a … [Read more...]

5 strategies to cut your company’s 2023 tax bill

As another year ends with interest rates and markets in flux, one thing remains certain: reducing your company’s tax bill can improve your cash flow and your … [Read more...]

2024 Social Security Changes

For any questions about the Social Security benefit changes, please contact our CDS experts at (888) 388-1040. … [Read more...]

5 Ideas to Help Small Business Owners Reduce Taxes for 2023

As year end approaches, small business owners should review their tax situations to determine ways to lower federal income taxes for the current tax year — and … [Read more...]

Rachael Felchle joins CDS

Rachael Felchle recently joined CDS as a Bookkeeper in our Sartell office. Prior to CDS, she worked in accounting for over ten years. Rachael graduated from St. … [Read more...]

Mitch Hjelle Earns AICPA Not-for-Profit Certificate

Mitch Hjelle, CPA recently earned his Not-for-Profit Certificate through the American Institute of CPAs® (AICPA). The certificate program covered not-for-profit … [Read more...]