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
February 13, 2023 by David Corneil
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
February 9, 2023
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
February 2, 2023 by Annette Benson
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
January 26, 2023 by Jill Hedman
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
January 17, 2023 by Jennifer Lownsbury
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
January 16, 2023 by Jeff Rislov
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
January 13, 2023
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...]
GASB Statement No. 96 – SBITA
January 9, 2023 by Marisa Austin
What are Subscription-based IT Arrangements? Subscription-based information technology arrangements (SBITA) is a contract that conveys control of the right to … [Read more...]
Common Conflicts of Interest and How to Prevent Them
January 9, 2023 by Kari Steinbeisser
What is a Conflict of Interest? A Conflict of Interest occurs when a public officer who is authorized to take part in any manner making any sale, lease, or … [Read more...]
