Blog Category
Tax Topics For Individuals
2023 Retirement Planning
A common concern for a lot of folks is if and when they will have enough money saved to retire. Here are some ways you can plan for…
Proposed Legislation to Change Indiana Pass-Thru Entity Tax
As of this writing (February 2, 2023) the Indiana legislature is currently considering Senate Bill 2 (SB2), which would enable pass-thru…
Year-end Planning With a Donor Advised Fund
When Congress increased the standard deduction for joint taxpayers in 2018, it made it much harder for joint taxpayers to deduct charitable…
Social Security Changes For 2023
As the year end nears, those receiving or eligible for social security payments eagerly await the annual cost of living adjustments…
2022 Year-End Tax Planning: Do You Have Enough Tax Withheld?
If you had a significant increase in income in 2022, or if you owed a lot of taxes last April 15, you may be at risk for incurring a tax…
2022 Year-End Tax Planning: Don’t Forget About Your RMD!
Have you taken the required minimum distribution from your retirement plan this year? The rules have recently changed, so here’s…
2022 Year-End Tax Planning: Charitable Deductions
Many times, Individual taxpayers have an unexpected amount of taxable income and wish to find a way to offset that income. If you are…
2022 Year-End Tax Planning: Tax Loss Harvesting
This year, many investors have at least a few stocks in their taxable brokerage accounts that are underwater. This is not a pleasant…
What Is A 1031 Exchange?
A “1031 exchange” is the nickname used to discuss Section 1031 of the U.S. Internal Revenue Service’s tax code. This…
2023 Inflation Adjustments
The IRS has announced the 2023 inflation adjustments to various tax provisions. Each year the IRS adjusts tax brackets and other items…
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.