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Here are your articles for Oct 5, 2018.

CDL is pleased to announce that Richard (Rick) Gray has joined the Firm as a Director of Business Valuation and Litigation Support.

Rick has more than 27 years as a CPA and has the certifications of ABV (Accredited in Business Valuation), CVA (Certified Valuation Analyst) and ASA (Accredited Senior Appraiser). At CDL, he will concentrate on providing valuation services for businesses and business interests, and will provide a variety of litigation support services. 

Rick's public accounting experience includes analysis and valuation services related to matters of family law, corporate disagreements, probate issues and damage cases. Rick has been admitted as an expert witness for litigation in state jurisdictions such as Florida, Maryland, Virginia, Georgia, Colorado and California.   He has also testified as an expert witness in Federal Court.





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CDL is pleased to announce that Dustin Provenzano received his CPA license.

Dustin, a Senior Tax Accountant, is a graduate of Florida Atlantic University where he received a Master's degree in Accounting. He obtained a Bachelor of Science degree in Accounting from the University of Central Florida.

Dustin joined CDL in January 2017. He works primarily on individual tax returns, partnerships and trusts.

Dustin is a member of the American Institute of Certified of Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA) and Palm Beach Young Professionals.

 





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For 2018 through 2025, employees can't claim itemized deductions for unreimbursed business expenses they incur on behalf of their employers. Your company can minimize the adverse effects of this tax law change by setting up an "accountable plan" to reimburse employees tax-free. Here are the details, including the requirements, potential pitfalls and two other reimbursement alternatives to consider.
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Does your company offer paid family and medical leave? This perk can help attract and retain workers in today's tight job market — and a new tax credit can sweeten the deal. But this tax break is available for only two years, unless Congress extends it. Plus, it's subject to numerous rules and restrictions. Here are some FAQs to help you decide whether it's cost-effective for your company to offer a leave plan that's eligible for the new credit.
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While most employees are honest, there may be a few who are not. Chances are, your company has programs to monitor employees and transactions in an effort to detect internal fraud. Should you keep these efforts secret? Here are some reasons why you might want to increase the perception among employees that if they steal, they will be caught because systems are in place to detect inappropriate behavior.
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There's an estate planning tool that allows parents, grandparents and other relatives to transfer assets to minor or adult children and still retain some control. Keep reading to learn the details..

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Do you own an expensive home that has appreciated a great deal in value? You may want to consider a reverse mortgage. You may think that reverse mortgages are only used by poor people as a last resort. But homeowners with multi-million-dollar properties can also turn to them to tap the wealth in their homes and save on taxes. Here is an explanation of the tax rules and how you might be able to benefit.
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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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