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Here are your articles for Feb 28, 2018.

Charles Friedman has joined the Firm as a Senior Tax Manager. Charles joins four other Senior Tax Managers as the Firm continues to experience strong growth in the first quarter of 2018.

Charles recently relocated to Palm Beach County from Long Island, NY.  He has worked at several accounting and law firms in the New York Metropolitan area. He specializes in trusts & estates, high-net worth individuals and charitable organizations.

Charles is a graduate of Baruch College in Manhattan, with a bachelor of business arts degree and a juris doctorate from New York Law School. He is currently a member of the Connecticut Bar and the East Coast Estate Planning Council. Charles is married with two children.




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CDL's Keith Pence and Michelle Vanderwall raised $26,160 and $22,905, respectively, for The Leukemia & Lymphoma Society's (LLS) 2017 Light the Night Walk. 

Because of their fundraising feat, Keith and Michelle will have their names listed in Forbes Magazine's spring issue.

Since 2014, Keith, Michelle and the Firm have raised donations of more than $113,450 to LLS and their mission to find cures for leukemia, lymphoma, Hodgkin's disease and myeloma.  






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There's more to the Tax Cuts and Jobs Act for owners of rental real estate than just lower ordinary income tax rates. Here's an overview of some new or modified provisions that will generally provide favorable tax outcomes for rental property owners — along with an unfavorable change that could hit owners of properties that generate tax losses.
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If you're interested in making improvements to your home, there's good news. The IRS recently announced that in many cases, taxpayers can continue to deduct interest paid on home equity loans. The tax agency issued the clarification because there were questions and concerns that such expenses were no longer deductible under the Tax Cuts and Jobs Act.
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"Random" numbers aren't always as random as they seem. That's the premise of "Benford's Law," a principle that forensic accountants often use to uncover fraudulent activity. Learn how experts study numerical data to find suspicious patterns — and catch even the most sophisticated crooks.
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Approaching retirement means shifting your strategies, from saving and investing to spending. The strategies that have served you well for decades need to be reevaluated, as part of shifting gears. This article looks at some of the specific areas of investment and saving that you should take into account as your life begins to change. 

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Reports indicate the IRS is conducting more audits involving executive compensation and fringe benefits. What exactly are auditors looking for? The IRS provided its auditors with guides spelling out how to uncover taxable fringe benefits which were not included in an executive's wages. Keep reading for information from these IRS internal audit guides about issues that could trigger an examination.
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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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