Article
March 2, 2023
Article
March 2, 2023
Have you recently reviewed your life insurance needs?
Once upon a time, life insurance played a much larger part in an estate plan than it does now. Why? Families would MoreArticle
February 23, 2023
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 MoreFirm News
February 21, 2023
Nicholle Peterson Promoted
Nicholle Peterson was recently promoted to Third Party Administrator Manager. Nicholle Peterson joined CDS in 2018 MoreArticle
February 13, 2023
Key tax issues in M&A transactions
Merger and acquisition activity dropped dramatically last year due to rising interest rates and a slowing economy. MoreArticle
February 9, 2023
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 MoreArticle
February 2, 2023
What business owners can do about insurance fraud
According to various sources, around 10% of all insurance claims involve fraud. Insurance companies generally pass MoreArticle
January 26, 2023
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 MoreArticle
January 17, 2023
