Tax Topics For Individuals

Leaving A Legacy For Your Heirs

Posted on March 21, 2017

Despite its name, the term "dynasty trust" has nothing to do with aristocracy. It involves preserving wealth for your heirs. A…

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…

Leaving IRA Money To Charity

Posted on March 02, 2017

These days, many people have a large percentage of their wealth in the form of traditional IRA accounts. In most cases, this is…

Can Pension Benefits Be Deducted As Alimony?

Posted on March 02, 2017

When married couples split up, the terms of the divorce or separation agreement can have a major tax impact. For example, any…

Claiming Business Deductions for Work-Related Education Costs

Posted on February 08, 2017

If you're headed back in the classroom, or thinking about it, you might be wondering if the tuition expenses are tax deductible. To…

Red Flags That Can Trigger An IRS Audit

Posted on February 07, 2017

The possibility of an IRS audit worries many taxpayers. But if you know what the targets are, you have a better chance of avoiding…

Avoid Retirement Account Rollover Pitfalls

Posted on February 07, 2017

After retiring or leaving a job, your first big tax question might be: What should I do with the money in qualified retirement plan…

How A Deductible Home Office Affects A Sale

Posted on February 02, 2017

If you use part of your home as an office and take deductions for related expenses on your annual tax return, can you claim a…

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.

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