February 2018

A Joint Home Purchase Can Ease Estate Tax Liability

Posted on February 28, 2018

A joint home purchase can ease estate tax liability If you’re planning on buying a home that you one day wish to pass on to your…

Maximize Social Security Benefits When You Retire

Posted on February 21, 2018

Get the most from Social Security. Younger retirees face a harsh penalty for working part-time. For every $2 earned over $17,040 in…

Telling Your Nonprofit’s Story

Posted on February 21, 2018

Most nonprofits are required to file Form 990 each year with the IRS.  Unlike corporate and individual tax returns, Form 990 is an…

Follow IRS Rules To Ensure You Receive Your Charitable Tax Deductions

Posted on February 15, 2018

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that…

Trusts Owning S Corporation Stock

Posted on February 08, 2018

Only certain trusts can own S corporation stock S corporations must comply with several strict requirements or risk losing their…

Entertainment Expenses Not Deductible For Expenditures After 12/31/17

Posted on February 08, 2018

Prior to 2018, 50% of entertainment expenses were deductible.  However, under the Tax Cuts and Jobs Act, Entertainment expenses are…

Recruiting Board Members

Posted on February 07, 2018

One of the Ten Basic Responsibilities of Nonprofit Boards developed by BoardSource is to build a competent board.  Boards have a…

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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