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Here are your articles for Sep 22, 2016.
CDL is excited to announced that we will again sponsor the upcoming American Heart Association Heart Walk on Saturday, September 24, 2016.  The Heart Walk is the American Heart Association's premiere event that brings communities together to raise funds and celebrate progress in the fight against this country's No. 1 and No. 5 killers, heart disease and stroke.


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There's more to the new tax law for businesses than just lower income tax rates. Here's an overview of some lesser-known business tax provisions, including an explanation of some complex changes that pass-through entities will face under the new law.



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Have you saved enough for retirement? As people get older, many realize that their savings won't be enough to maintain their preferred lifestyle into their golden years. Don't let this happen to you. Consider making annual "catch-up" contributions to your IRAs and employer-sponsored retirement plans (if allowed) as soon as you reach age 50. Saving a little extra every year can help supplement your retirement nest egg and bridge any shortfalls.


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How will the new tax law affect you? A lot of attention has been given to the reduced tax rates for most individuals and the new limit on deducting state and local taxes. But there's much more to the changes. Here's a look at some of the law's fine print, including how it will affect the individual health care mandate, the kiddie tax and various tax deductions.


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A new IRS procedure can save the day if you have a valid excuse for missing the 60-day rollover deadline for IRA distributions. Instead of going through the hassle and expense of applying for a hardship waiver from the IRS, you may be eligible to submit a written self-certification document. Here's a list of valid excuses, as well as conditions for self-certification and background on the 60-day rule.
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Some bankrupt businesses deliberately sell off assets so there isn't anything left to pay off their creditors. These are sometimes referred to as "phoenix" companies. Knowing how to spot these unscrupulous operators can help prevent your company from getting burned. Here is what your business should look for.

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Many families set up a special needs trust (also called a supplemental needs trust) to help pay some expenses of a disabled loved one who receives government assistance. People who receive government benefits aren't allowed to have more than a certain amount of personal assets, so family members can't just give them large amounts of money. A special needs trust might be the answer.
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If you own a business, you've likely spent years building it — as well as your net worth. As you plan your estate, you may want to keep the details private. However, it might be better to share information with family members. You can do this by gathering your heirs together. These meetings are reminiscent of Scottish clan gatherings held hundreds of years ago. This article explains.
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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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