March 2017

When You Should Hire A Professional Trustee

Posted on March 31, 2017

One of the most vital decisions to ensure preserved legacy and proper estate execution is electing the right professional or family…

Build A Strong Board

Posted on March 31, 2017

A strong board of directors provides financial guidance to a company, develops long-term priorities and elects executives to run…

Protect Your Company From Fraudulent Claims

Posted on March 29, 2017

Workers' compensation is designed to help people who have been hurt on the job get back on their feet. However, it's also an area…

Routine Reports Can Contain A Gold Mine Of Fraud Evidence

Posted on March 29, 2017

Many companies routinely generate mountains of reports. These documents are typically designed to monitor the overall performance…

Partnership Culture Is Best For Success

Posted on March 22, 2017

Certain workplace culture characteristics consistently bring about higher financial performance, according to a study done by one…

The Fraud Triangle

Posted on March 22, 2017

In order to understand how to prevent and deter fraud from happening in your organization, first you must understand the elements…

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…

Contacting Law Enforcement Officials After Detecting Fraud

Posted on March 21, 2017

Let's say your company has detected internal fraudulent activity, fired the employee involved and documented the findings. Now, you…

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…

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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Bruner Dental