Archives

January 2018

Protect Your Company From An IRS Attack

Posted on January 24, 2018

When your company sponsors a qualified retirement plan, you must comply with complex rules established by the IRS and the…

Form 1023-EZ Revisions

Posted on January 24, 2018

In June 2014, the IRS released an alternative to Form 1023 to apply for tax-exemption.  Form 1023-EZ is a simpler form for smaller…

A Guide To Identifying White Collar Employee Fraud Risks

Posted on January 23, 2018

You can call it psychology or human nature. When some managers or employees are exposed to certain conditions, the odds go up that…

Bring Home A Tax Credit For Adoption

Posted on January 22, 2018

If rising health care costs have sent your company searching for ways to reduce expenses, you should know there are alternatives to…

Establishing and Maintaining Effective Internal Controls

Posted on January 15, 2018

Your company needs an effective internal control environment to prevent losses from mismanagement, theft, fraud, corruption, and…

Two Common Types of Fraud

Posted on January 10, 2018

Many financial frauds and deceptions fall into two basic categories: "If employees perceive their company's fraud controls to be…

Tax Cuts and Jobs Act for Nonprofits

Posted on January 10, 2018

Below is a summary of key provisions of the 2017 Tax Cuts and Job Act that impacts nonprofit organizations. Standard Deduction…

An “Intentionally Defective” Trust Can Save Taxes

Posted on January 03, 2018

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

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