CDL Insights – Archive

April 2016

In April’s issue of CDL Insights, we shared our passing of our latest peer review along with other articles highlighting the latest tax developments for partnerships, a list of the top tax scams of 2016, and boosting productivity with an effective incentive compensation plan.

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March 2016

In March’s issue of CDL Insights, we highlighted our involvement with POST, a non-profit organization helping local children who are currently in treatment for cancer, and included articles about new lease accounting standards and how to prepare your workforce for the next weather emergency.

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February 2016

In February’s issue of CDL Insights, we highlighted our support for the American Heart Association’s National Wear Red Day, provided a friendly reminder about the upcoming daylight savings time, and some valuable articles about money saving elections on 2015 Federal returns and important tax figures for 2016.

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January 2016

In January’s issue of CDL Insights, we included an article about ABLE accounts for individuals with disabilities written by our Director of Trusts and Estates, Patti Giarratano. Also highlighted were articles about deductible 2016 mileage rates for business, the IRS extending the ACA filing deadlines, and advantages and disadvantages of Roth IRAs.

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December 2015

In December’s issue of CDL Insights, we highlighted an event we hosted, inviting 5 year old Ellie and her family to the Firm to accept a donation from the Baxter Foundation to the Leukemia and Lymphoma Society. We also included our participation and fundraising efforts in the Leukemia & Lymphoma Society’s Light the Night Walk, as well as helpful information regarding the Extenders Package.

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November 2015

In November’s issue of CDL Insights, we highlighted our participation and fundraising efforts in the CCFA Take Steps Walk as well as one of our employee’s participation in the NYC Marathon. This issue also included 2015 Year-End tax planning tips for individuals, tax benefit increases, and information about beneficiary designations in estate planning.

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October 2015

In October’s issue of CDL Insights, we highlighted the upcoming CCFA Take Steps Walk. This issue also included articles about the 2016 ACA changes, maximizing your return on social media spending, and 2015 year-end tax planning tips for individuals.

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September 2015

In September’s issue of CDL Insights, we were recognized for continued support in the community. This issue also includes article about required minimum distributions, EVM compliance, and the IRS taking a proactive stance against identity theft and tax scams.

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August 2015

In August’s issue of CDL Insights, we highlighted some exciting employee promotions and our school supplies drive for the Place of Hope. It also includes articles about complying with the ACA, 529 plan withdrawals, and employer information about the Supreme Court’s same-sex marriage ruling.

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July 2015

In July’s issue of CDL Insights, one of our Audit Supervisors wrote an article about auditing software CDL uses to help evaluate a client’s data. This issue also includes articles about the IRS data breach, estate tax developments, and the relief period ending for employers who are paying their domestic employee’s health insurance.

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June 2015

In June’s issue of CDL Insights, we included articles with information about how to train employees to avoid inadvertent cyber-security breaches, new IRS guidance on Forms 1094 and 1095, disaster planning, and more. We also highlighted our participation in a “Team Build” with Habitat for Humanity.

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May 2015

In May’s issue of CDL Insights, we highlighted topics including minimizing cyber breaches, what to do with your tax paperwork after your taxes have been filed, paying taxes on social security benefits, and more.

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March 2015

In March’s issue of CDL Insights, we included articles with information about retirement plans, record-keeping rules, and charitable contributions.

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February 2015

In February’s issue of CDL Insights, we proudly published an article written by one of our own employees and included articles about estate and retirement planning.

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January 2015

In our first issue of CDL Insights, we have included articles with valuable information about preparing for audit season, employer penalties for reimbursing employee health coverage, planning around the new Medicare tax on investment income, and more. We have also highlighted a very important charity walk that we participated in.

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