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Here are your articles for Jul 28, 2016.
It's that time of year again, and CDL has some exciting professional recognitions and promotions to announce.  We take pride in being able to acknowledge the employees who have taken on new roles within the firm due to their comprehensive job knowledge and outstanding client care.


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Are you feeling charitable? High-net-worth individuals over age 70 1/2 can replace taxable required minimum distributions from their IRAs with qualified charitable distributions. In other words, instead of paying taxes on distributions, you can donate money to your favorite IRS-approved charity and avoid those taxes. Here's more on how this strategy works and guidelines for whom it might benefit.



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For family business owners, estate planning can be a challenge. Often, most if not all of their wealth is tied up in their companies, which creates a conflict between the desire to transfer ownership to the next generation and the desire to stay in control. One potential solution is to recapitalize the business into voting and nonvoting shares. This article details this technique.


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Summertime prompts some employees to dress too casually, especially in locations that aren't warm year-round. That is, they take casual dress to the point of distracting other workers, causing unsafe working conditions or conveying a lack of professionalism in the workplace. However, before an employer takes disciplinary action, it's important to establish a formal dress code policy. Here are some best practices to consider.


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Nobody likes paying money to the IRS, but some federal tax levies are harder for people to swallow than others. Which tax assessment is your least favorite? See how your preferences compare to our informal survey of most-hated taxes. With advance planning, you may be able to minimize or even eliminate these tax issues.

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Even if you don't believe your employees are capable of committing occupational fraud, it pays to be prepared for a fraud incident. How can a contingency plan help your company contain financial losses, keep stakeholders informed and protect your reputation? Here are some issues to consider.
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Medicare is a comfort to most retirees. But before you step foot out of the United States, you need to find out whether this health plan will cover you while you're away. Generally, the coverage is limited if not nonexistent. There are exceptions and there are also other options to explore. This article gives a rundown of information you need if your plans include travel outside the country. 
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Which fringe benefits are taxable and which are not? Sometimes, even IRS agents have difficulty telling them apart. To help its field personnel, the IRS has a training manual on the tax treatment of fringe benefits. Click "Full Article" to find out what the manual includes.
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Our firm provides the information in this e-newsletter for general guidance only and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, expressed or implied, including but not limited to warranties of performance, merchantability and fitness for a particular purpose.


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