Firm News

David Donten Honored with Companion Medal From Palm Beach Atlantic University

On Tuesday, Nov. 14, David Donten, tax shareholder, was honored with the Companion Medal as part of Palm Beach Atlantic University’s American Free Enterprise Day 2017. The event took place at Palm Beach Atlantic University’s Greene Complex for Sports & Recreation.

CDL Opens New Office in Martin County

CDL is pleased to announce the opening of their Stuart office. The office will be located at 850 NW Federal Highway, Suite 121 in The Nexus at Stuart office complex. With the rapid growth occurring in Martin County, CDL wants to partner with the community and service Treasure Coast individuals, families and businesses for their specific accounting needs.

When Lack of Control is a Good Thing

When it comes to estate and wealth transfer planning, timing is everything. If you take the necessary planning steps when tax and market conditions are optimal, you can ensure that your wealth is passed on to your beneficiaries in a tax advantaged manner.

New Repair and Maintenance Regulations Provide Compliance Risk, Opportunity

In September 2013, the IRS issued much anticipated final regulations dealing with repair and capitalization rules under 162(a) and 263(a). The final regulations, which became effective on January 1, 2014, replaced temporary regulations issued in December 2011.

Is Your Organization Prepared for ACA Compliance?

One of the many provisions of the Affordable Care Act (ACA) is a provision which requires employers of a certain size to either provide qualified health insurance plans to their fulltime employees or pay a fine.

Florida Information Protection Act of 2014 Expands Data Privacy, Security and Breach Notification Law

On June 20, 2014, Governor Rick Scott signed the “Florida Information Protection Act of 2014” (FIPA) into law. The Act officially became Florida law July 1, 2014, replacing existing data breach notification law.

Preparing Your Business for Sale

While most business owners meticulously plan the ongoing management of their organization, far fewer are prepared for a successful sale. Managing a business for ongoing profitability may not always be exactly the same as preparing a business to maximize value during a sale.

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