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Succession Planning Requires Smart Strategies

Posted on March 15, 2018

Succession planning is important in any business, but it's sometimes overlooked in family-owned operations. This is a big mistake.…

Identifying White Collar Employee Fraud Risks

Posted on March 14, 2018

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

What fraud risks do external auditors look for?

Posted on March 08, 2018

                                                                      What fraud risks do…

Saving For Your Kids’ Education

Posted on March 08, 2018

Here's a little-known secret for parents planning to send their children to college in the future: Some of the tax-saving moves you…

IRS Audits of Nonprofits

Posted on March 07, 2018

Nonprofit organizations that file Form 990 with the IRS may be selected by the IRS for review.  If your organization is selected,…

Long Term Care Insurance

Posted on March 06, 2018

Some people are worried that they will wind up in a nursing home with their life savings wiped out. But that doesn't have to be the…

Use Financial Statements To Make A Solid First Impression

Posted on March 01, 2018

Financial statements are a must-have for any organization. The balance sheet reveals how much its assets and liabilities are worth…

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…

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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