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Benefits Of Charitable Remainder Trusts

Posted on March 18, 2017

A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust's term is one…

Estate Planning With 529 Accounts

Posted on March 17, 2017

Saving for college is one of the most daunting financial tasks a family can face, taking as much commitment and careful planning as…

Two Charitable Trusts That Provide Dual Benefit

Posted on March 16, 2017

Two popular charitable giving vehicles are charitable remainder trusts (CRTs) and charitable lead trusts (CLTs). They are what's…

Understanding The Benefits of S Corps

Posted on March 14, 2017

Whether you're setting up a new company or you've been in business for years, you need to evaluate which legal structure is best…

Succession Planning Requires Smart Strategies

Posted on March 10, 2017

Succession planning is important in any business, but it's sometimes overlooked in family-owned operations. This is a big mistake.…

Fraud Risks and Remedies

Posted on March 10, 2017

In the past decade, the not-for-profit sector has been hit by a number of financial scandals. White-collar crime isn't limited to…

When Nonqualified Stock Options Have a Leg Up

Posted on March 09, 2017

Although incentive stock options offer tax advantages to employees, they also come with a tax price for your company. For instance,…

Should Employees Know About Methods To Uncover Fraud?

Posted on March 08, 2017

Big Brother is not only watching at many companies, he may be recording every computer key pressed, every e-mail sent, every…

Fraud in Nonprofits

Posted on March 08, 2017

Limited staff and tight budgets make nonprofit organizations prime targets of fraud; however, often nonprofit management believes…

Saving Taxes While Controlling Employee Health Costs

Posted on March 07, 2017

If rising health care costs have sent your company searching for ways to reduce expenses, you should know there are alternatives to…

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.

"Carrie does an excellent job every year presenting the audit to the Board of Directors.  She clearly communicates relevant information and action items we can take as a Board.  Through her…"

Heather Schoegler, Board Member of Ronald McDonald House