Fraud occurs in companies of every size. But small businesses, especially new ones, have special risks because they generally can’t invest in expensive … [Read more...]
Fraud prevention strategies for entrepreneurs and small businesses
2024 Q1 tax calendar: Key deadlines for businesses and other employers
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2024. Keep in mind that this list isn’t … [Read more...]
IRS delays new reporting rule for online payment processors
For the second consecutive year, the IRS has postponed implementation of a new rule that would have led to an estimated 44 million taxpayers receiving tax forms … [Read more...]
SECURE 2.0 Act 2023 Provisions
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
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
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
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
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...]
2024 Social Security Changes
For any questions about the Social Security benefit changes, please contact our CDS experts at (888) 388-1040. … [Read more...]


