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Here are your articles for Apr 4, 2018.


CDL welcomes Robert P. Marrone III as Supervisor in the Family Office Services department. Robert brings 18 years of experience working in the ultra-high net worth environment.

Originally from Brooklyn, NY, Robert received his Bachelor of Science Degree in Accounting from St. John's University in Jamaica, New York. He received his Certified Financial Planner™ certification in November 2006. He has worked for several family offices throughout the country.





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With the 2017 tax season quickly coming to a close, CDL employees are gearing up to volunteer throughout South Florida.   The volunteer events will take place in May and June, with additional fundraisers and service projects being scheduled through the end of the year.  

For 31 years, CDL has been committed to serving the local community and making civic leadership an integral part of the Firm.  CDL employees sit on non-profit boards and advisory committees, volunteer in the community and make contributions to charities throughout Palm Beach and Martin Counties.  As "Team CDL" employees get ready to volunteer, we invite you to come out and support us.

 





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Need more time to have your personal tax return filed? Tax Day is almost here. But many people haven't gathered all the information or completed all the necessary transactions to complete their 2017 federal tax returns. Filing for an automatic six-month extension can give you extra breathing room. Here are some situations where an extension might help you, along with some potential pitfalls to avoid.
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Do you know which activities qualify for the so-called "domestic production activities deduction" (DPAD)? Some business taxpayers overlook this valuable tax break because they don't understand the rules. The DPAD has been repealed for tax years beginning after December 31, 2017, so it may be worth revisiting one last time. Here's an overview of the basics.
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If you're thinking about making a significant financial transaction, it's best to seek professional tax assistance before moving forward. With careful advance planning and documentation, you may be able to at least receive valuable tax benefits if things don't work out. One taxpayer did not plan ahead so his claimed losses were denied by the IRS and the U.S. Tax Court. This article explains.
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For the first time on record, the traditional husband-and-wife family now makes up less than 50% of households in the United States, according to the latest Census Bureau statistics. Today's families are just as likely to include single parents, unmarried couples, same-sex couples and more. This article describes the trend, as well as how television has reflected the changing American family over the years.
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Adoption assistance is a reasonable-cost, high-value benefit that can show your company's commitment to families, sustain productivity, and bolster your public image. Plus, it's a nice thing to do. Here's a rundown on how these plans work, as well as the tax breaks available to your employees.
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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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