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Here are your articles for Apr 27, 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.

This month's 30th Anniversary Spotlight Interview is with Michelle Vanderwall, our Family Office Senior Manager who has been with the Firm for almost 9 years.  Please click the "Full Article" link to read the whole interview.



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The new tax law is commonly known as the Tax Cuts and Jobs Act (TCJA) for a reason — because most U.S. businesses are looking forward to owing far less federal income tax for tax years beginning after January 1, 2018. However, the exact tax cuts that most businesses will enjoy depend on several factors. Here's a summary of some important changes for businesses.



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From employees' Social Security numbers to consumers' credit card numbers, organizations possess a lot of valuable data. Hackers can breach an organization's IT systems, steal sensitive data and use it to, say, access bank accounts, apply for credit or file for a bogus tax refund. If your organization gets hacked, how and when should you respond? Recent legislation is calling for stricter reporting guidance.


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Have you hired any new workers this year? What are your hiring plans for 2018? New hires from certain economically disadvantaged "targeted" groups may qualify your business for the Work Opportunity tax credit (WOTC). Here's an overview of this potentially lucrative tax break, including an example of how it's calculated.


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Which state (or states) do you call home? Many individuals move to a new state with lower personal state income tax rates, hoping to reduce their tax bills. But some people run into problems when they fail to establish legal residency in the new state — or terminate it in the old state. Here, we discuss the importance of establishing "domicile" and several effective ways to prove it for state tax purposes, including a recent decision based on the location of the taxpayer's beloved pet.
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Business partners are not immune from becoming victims of felonies and other crimes committed by their associates. That's why it's important to follow procedures that can help ensure everyone's actions are above board — particularly those with an ownership stake. Here are six steps that can help keep your organization safe from unethical activity by people at the top.
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If retirement is just a few years away, you need to have plans in place. Whether you are looking forward to leaving the work world or dreading it, there are many points to consider, mostly financial, but some related to your lifestyle choices. This article provides a checklist of some of the key areas you need to think about.

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Company-paid disability insurance provides protection in the event you suffer a disability or become so ill that you're unable to work. But the value of long-term disability insurance benefits can be eroded if you have to pay taxes on them. Here's an explanation of the rules, along with a strategy your company may want to implement to transform taxable disability benefits into tax-free payments for owners and executives.
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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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