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...]

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...]

Minnesota Employment Law Changes

Below is a list of upcoming Minnesota Employment Law Changes that will take effect starting July 1 and August 1, 2023. Future Employment laws to take … [Read more...]

Calling All Taxpayers: Plan Now or Pay Later

Procrastination is easy, especially when it comes to summertime tax planning. But waiting to implement strategies to reduce your 2023 tax obligations could cost … [Read more...]

Great Tax Reduction Ideas

The tax code is about 75,000 pages long, so it’s not surprising there are many overlooked money-saving deductions hidden within it. And with the much higher … [Read more...]

Inflation Reduction Act expands R&D payroll tax credit

When President Biden signed the Inflation Reduction Act (IRA) into law in August, most of the headlines covered the law’s climate change and health care … [Read more...]

Deducting a trust’s charitable donations

If you’re charitably inclined, it may be desirable to donate assets held in a trust. Why? Perhaps you’re not ready to let go of assets you hold individually. Or … [Read more...]

Protect your public company with an insider trading policy

Successful stock trading requires access to information — preferably publicly available information. However, some investors attempt to get a jump on the market … [Read more...]

Clean Vehicle Credit comes with caveats

The Inflation Reduction Act (IRA) includes a wide range of tax incentives aimed at combating the dire effects of climate change. One of the provisions receiving … [Read more...]