CDL Corporate Blog

Emerging Issues for the Family Office

Staffing, Cyber Security and Technology are issues facing Family Offices.


Does your Company’s 401(k) Plan Need an Audit?

Qualified retirement plans must file IRS Form 5500. However, only plans that the IRS considers to be “large” need to submit an independent auditor’s report along with their Form 5500 filing.

PPP Loan Preparation

Claiming the PPP Loan and ERC Together

On December 27, 2020, the Consolidated Appropriations Act 2021 (CAA 2021) was signed into law, providing another COVID-19 stimulus package for small businesses and individuals.