July 2012

Tax Rules Apply To Family Loans

Posted on July 26, 2012

There are many worthwhile reasons to lend money to a relative. For example, you may want to help a child or sibling continue their…


Posted on July 23, 2012

The Patient Protection and Affordable Care Act (PPACA), known as ‘Obamacare’, was signed into law on March 23, 2010.  On June 28,…

The Determination Process

Posted on July 18, 2012

In order to receive tax exempt status under 501(c)(3) of the Internal Revenue Code, an organization must file an application for…

Make Matching Contributions To A SIMPLE IRA Plan

Posted on July 12, 2012

A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA is a retirement savings plan designed specifically for…

Can You Qualify For The Home Office Deduction?

Posted on July 12, 2012

The home office deduction is available when you use part of your home regularly and exclusively as your primary place of business,…

What To Consider Before Lending Money To Family and Friends

Posted on July 11, 2012

When your best friend views your nest egg as a source of start-up funds for his latest business venture, or your nephew hits you up…

Only Bona Fide Shareholder Loans Can Create S Corp Basis

Posted on July 11, 2012

The IRS has issued new regulations that address when S Corp shareholders may increase their adjusted basis because of…

Estate Tax Regulations Provide For Portability

Posted on July 09, 2012

Legislation enacted in 2010 provided an important estate tax benefit to married couples where the one spouse dies after December…

Hot Topics from the Exempt Organizations Office

Posted on July 04, 2012

Lois Lerner, Director of Exempt Organizations at the IRS, gave a speech at Georgetown University Law School this past April on what…

Maximizing The Benefits of Dependency Tax Status Not Always Straightforward

Posted on July 02, 2012

The dependency exemption is a valuable deduction that may be lost in many situations simply because some basic rules for…

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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