Archives

Tax Topics For Individuals

Intentionally Defective Trust Can Save Taxes

Posted on October 12, 2017

Under the right circumstances, an intentionally defective irrevocable trust (IDIT) can be an effective estate tax planning tool.…

10 Ways To Receive Tax-Free Income

Posted on October 11, 2017

There are still ways to earn income that is free from federal income tax. With the various tax increases that have taken effect in…

Taxes After Someone Dies

Posted on October 10, 2017

The death of a loved one is always difficult but it can be even more challenging if you are the one who must handle all the…

Common Tax Mistakes To Avoid

Posted on October 06, 2017

If your objective is to pay the least amount of income taxes, then you need to be aware of common tax mistakes. Here are seven to…

Consider a Qualified Personal Resdience Trust For Your Vacation Home

Posted on October 04, 2017

Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family…

Calculating Capital Gains

Posted on October 02, 2017

Your capital gain or loss on the sale of a stock equals the proceeds from the sale less your basis (the cost of acquiring the…

Rx for Itemizing Medical Expenses

Posted on September 28, 2017

Medical expenses can be costly — and they're not always covered by insurance. But there may be a silver lining: You may be able to…

8 Tips To Build Your Nest Egg And Help Employees Save For Retirement

Posted on September 26, 2017

When it comes to building wealth on a tax-deferred basis, the benefits of a 401(k) plan are too good to pass up. If your company…

Taxes On Personal Injury Awards And Settlements

Posted on September 26, 2017

Hopefully, you will never need to know how payments for personal injuries are taxed. But here are the rules, just in case you or a…

Strictly Speaking; Travel and Entertainment Recordkeeping

Posted on September 26, 2017

If you're reporting travel and entertainment (T&E) expenses on your tax return and you're audited, there's a good chance an agent…

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.

"Our firm has worked with Casey Scheurich at DWD for several years and we have always received excellent service. Their responsiveness is top notch. They also provide us with more than routine…"

Dan Bobilya

Bonahoom & Bobilya