November 2014

Self-Employed Individuals Get Tax Break

Posted on November 20, 2014

When it comes to taxes, being self-employed has some advantages. Whether you work for yourself on a full-time basis or just do a…

Update Your Beneficiary Designations

Posted on November 19, 2014

Who have you designated as beneficiaries for your insurance policies and retirement accounts? If you can't remember, you're not…

2014 Form 990

Posted on November 19, 2014

The IRS recently posted the 2014 Form 990 to its website.  There are no changes to the form itself; however, there are a few…

Could You Benefit From Cost Segregation?

Posted on November 17, 2014

Almost any taxpayer who owns commercial real estate can reduce his or her current income tax bill by using cost segregation. Just…

Supreme Court Denies Bankruptcy Protection For Inherited IRAs

Posted on November 15, 2014

Your retirement funds are protected from creditors even if you file for bankruptcy, with only a few limitations. This protection…

Investors Should Be Aware Of Inversions

Posted on November 11, 2014

Some U.S. companies are using corporate inversions to reduce their taxes. Investors in companies that do an inversion may find that…

Review Your 2014 Deductions

Posted on November 07, 2014

Some itemized deductions are limited by a percentage of your gross income. An example is miscellaneous deductions. These provide a…


Posted on November 05, 2014

Two key requirements of being exempt under Section 501(c)(3) of the IRS Code is that the nonprofit is organized and operated for a…

Don’t Forget To Take RMD

Posted on November 03, 2014

Did you celebrate your 70½th birthday in 2014? Do you have a traditional or rollover IRA? If both answers are yes, the deadline 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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