Website    Our Team    Services    Resources    Contact Us   

Click for more info
Here are your articles for Nov 8, 2018.

On Saturday, Oct. 6, Team CDL participated in the POST (Pediatric Oncology Support Team) Stronger Than Cancer Young Hero 5k Run/Walk. The event was held at Roger Dean Stadium in Jupiter.  In addition to participating in the morning run/walk, Team CDL was on hand to man the "Memory Walk" tent and honor the children and families who have been affected by cancer.  

Please click the "Full Article" link to read more.   





Full Article   

On Saturday, Nov. 3, Team CDL participated in the 10th Annual Take Steps Walk West Palm Beach at CityPlace. Supporters of the Crohn's and Colitis Foundation gathered to raise awareness and learn about promising research that is being conducted to combat Crohn's disease and ulcerative colitis. CDL was the Premier Presenting Sponsor.  

(l. to r. - Joel, Irene and Rebecca Levine)

Please click the "Full Article" link to read more.






Full Article   
Are you feeling generous? The holiday season is a popular time to donate to charities. But many people are uncertain about whether they'll be allowed to deduct charitable contributions on their 2018 federal income tax return. This article reviews the provisions of the Tax Cuts and Jobs Act that may affect charitable giving and provides strategies to maximize the tax benefits.
Copyright © 2019

Full Article   

Deferring income is a conventional tax planning strategy for businesses and individuals alike. It's especially effective when your tax bracket is expected to remain the same or decrease in future years. But under the Tax Cuts and Jobs Act, deferring too much income might be inadvisable. Here's why it's important to think twice before you defer income under today's tax law.


Copyright © 2019

Full Article   
If you make non-deductible contributions to an Individual Retirement Arrangement, you should keep track of them. These contributions are how you get basis in your account. That's important because basis amounts are tax-free. This article explains how to track those tax-free amounts. It also tells the U.S. Tax Court tale of a taxpayer who neglected to record those amounts.

Copyright © 2019

Full Article   
Don't let your closely held C corporation own real estate or other assets with high appreciation potential. You could get hit with double taxation on the capital gains when you sell -- once at the corporate level and again on the personal level when the proceeds are distributed to you. Here's a better way to handle real estate ownership.
Copyright © 2019

Full Article   
Unfortunately, the individual alternative minimum tax (AMT) is still in place after the passage of the latest tax reform law. However, current law makes the AMT rules more taxpayer-friendly and reduces the odds that you will be hit with the complex tax. This article explains who still owes the AMT and how you can still benefit by making moves to avoid or minimize it.
Copyright © 2019

Full Article   
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.


505 S. Flagler Drive, Suite 900, West Palm Beach, 33401, FL; 850 NW Federal Highway, Suite 121, Stuart, 34994 , FL