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Here are your articles for Feb 23, 2017.

2017 marks CDL's 30th year in business.  To celebrate our success, we want the community to get to know us a little better.  Over the course of the year, we will have interviews with Shareholders and staff about their experience at CDL, what has driven their success, and maybe even a few fun facts.  We are very excited to celebrate this milestone.

Our first 30th Anniversary Spotlight Interview is with Lou Cohen, Shareholder and President.  Please click the "Full Article" link to read the whole interview.



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The Founders' Award is the most prestigious award given by Alzheimer's Community Care. The Founders' Award is presented to an individual who has provided extraordinary support to Alzheimer's Community Care and who embodies the founding spirit of this organization. This award represents the highest level of significant dedication to the founding vision of Alzheimer's Community Care. Our recipients demonstrate the true virtues of generosity, willingness and wisdom. This award is bestowed at the discretion of the Board of Directors only, for such singular dedication to the mission, principles and vision of Alzheimer's Community Care.




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A chain is only as strong as its weakest link. When it comes to cybersecurity, the weakest link could be any one of your employees — which is why establishing cybersecurity policies and staff training are critical. Here are some tips to get you started.


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Attempts by individual taxpayers to claim write-offs for bad debt losses have led to countless deficiency notices from the IRS. This article briefly explains the tax issues related to bad debt loss deductions and summarizes a recent U.S. Tax Court decision that allowed favorable business bad debt treatment for uncollectible loans.


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What's the "right" age for buying a child his or her first smartphone? These devices can be a major financial investment, so it's important to do your homework. But there are other nonfinancial challenges that need to be factored into this purchase, such as maturity issues, social media concerns, and the risks of cyberbullying and identity theft.


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The Sec. 179 deduction for qualified real property expenses is now a permanent feature of the tax law — but that doesn't necessarily mean it's right for you. Here are the basic considerations, including which expenses qualify. But beware: There is a potential downside to taking this deduction when it comes time for individual taxpayers to recognize gains from selling the related real property.
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Retirement plan loans can provide a boost of liquidity when plan participants need extra cash. But you must make timely payments on these loans. If you default, you are treated as receiving a taxable distribution equal to the outstanding loan balance. A taxpayer in a recent Tax Court case learned this the hard way. To add insult to injury, she was charged a 10% early withdrawal penalty on the deemed distribution. Here are the details.
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Estranged spouses may be tempted to hide marital assets or withhold financial information. One Ohio Court of Appeals case illustrates how business valuators can generate reliable reports, despite limitations caused by a spouse's misconduct. The lessons of this case could extend beyond the borders of the state in in which it was tried.
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If recruiting the best talent for your company is on your agenda, you may need to get creative. Whether you're hiring recent graduates or experienced professionals, it's a good idea to offer something they can't get just anywhere. That's why some firms are developing volunteer opportunities for their staff members and encouraging them to participate during work hours.
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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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