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Here are your articles for Feb 1, 2019.

CDL is proud to announce the launch of a new service -  CDL Controller Services. The service is designed to assist restaurants, real estate companies and small businesses with supervisory maintenance of their current accounting and bookkeeping practices. 

Victoria Rizzuto will head up CDL Controller Services. A Tax Supervisor with CDL since 2010, Victoria is a veteran in working with restaurants, rental real estate, corporate payroll and sales and use taxes. Victoria is a member of the Florida Institute of Certified Public Accountants and the past treasurer for The Junior League of the Palm Beaches.

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CDL's Patti Giarratano, Director of Estate and Trust Taxation, recently authored the "Fundamentals of International Estate Planning" in the January 6 edition of Palm Beach Daily News and its Annual Estate Planning Guide. This is Patti's fifth year of writing and submitting an article for the Guide, which is designed to inform and educate readers about estate planning issues. Patti was one of 28 authors to the Guide.

Patti is a member of the Palm Beach Estate Planning Council and a committee member for the annual production of the Guide. The Guide was circulated to more than 5,000 homes and country clubs from West Palm Beach to North Palm Beach. 

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Homeowners, beware: You may be hit with a large federal tax bill when you sell your principal residence if your property is in an area where market values have skyrocketed over the years. Fortunately, two breaks might reduce the tax hit: 1) the home sale gain exclusion, and 2) tax-deferred like-kind exchanges. Here's a strategy that could potentially save you and your family significant tax dollars.
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Is your company's drug use policy effective — or even enforced? Tight labor markets and regulatory changes are causing some employers to let their policies slide somewhat. While changing circumstances might suggest a need for policy modifications, it's important to honor your policy's original intent and continue to enforce it consistently.


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Whether a worker is an employee or an independent contractor is a long-time and often debated issue between the IRS and employers. In a recent case, the owner of an apartment complex challenged additional taxes and penalties the IRS imposed for failing to pay taxes for a property manager he claimed was an independent contractor. Here are the details.
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Dividing assets in a divorce can involve complex financial issues. This article explains some of the tax implications of real estate, personal property, investments, business ownership interests, and similar assets — both before the divorce and after it becomes final.
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A-players in an organization tend to garner the lion's share of attention from upper management due to their superior performance. However, a Harvard Business Review article highlights the importance of B-players due to their solid and dependable natures. Read on to learn more about the crucial role these employees fill in your organization, plus ways to keep them motivated.

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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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