Congress passed a new act called the Securing a Strong Retirement Act of 2022 (commonly referred to as SECURE 2.0) as part of the Consolidated Appropriations … [Read more...]
SECURE 2.0 Act Provisions Coming In 2024 And Beyond
November 22, 2023 by Jen Burnett
Some SECURE Act 2.0 provisions have already come into effect in 2023, but it will continue to have a huge impact on the US retirement system due to new … [Read more...]
Key 2024 inflation-adjusted tax parameters for small businesses and their owners
November 20, 2023
The IRS recently announced various inflation-adjusted federal income tax amounts. Here’s a rundown of the amounts that are most likely to affect small … [Read more...]
Tax Planning: Now More Important Than Ever
November 20, 2023 by Jennifer Lownsbury
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...]
Take action now to reduce your 2023 income tax bill
November 20, 2023 by Jim Rudnick
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
November 20, 2023 by Thomas Stoeckman
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...]
2024 Social Security Changes
November 14, 2023
For any questions about the Social Security benefit changes, please contact our CDS experts at (888) 388-1040. … [Read more...]
Rachael Felchle joins CDS
October 25, 2023
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
September 21, 2023
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...]
Evaluate whether a Health Savings Account is beneficial to you
September 21, 2023 by Jeff Rislov
With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account … [Read more...]
