CDL Insights

June 2018

In June’s issue of CDL Insights, we recognize the achievements of two of our employees – Rick Hoagland from Business Valuation and Litigation Support and Gary Mann from Audit. In addition, we look at the tax benefits of hiring your child, how the Supreme Court has recently ruled on arbitration agreements, and how selling shares to employee stock ownership plans offers real tax-savings.

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May 2018

In May’s issue of CDL Insights, we highlight how one of our audit team members has joined a non-profit board and how CDL is the number one fundraiser in the country for Crohn’s & Colitis. In addition, we look at how companies need to make their websites ADA compliant, the smart choice in saving or shredding documents, and critical issues you should consider when buying or selling your home.

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April 2018

In April’s issue of CDL Insights, we announce the hiring of a new Supervisor to the Family Office team, highlight fundraising and service projects planned for CDL employees after tax season, take a look at the new makeup of American households, and learn how adoptive parents can take advantage of tax breaks in 2018.

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February 2018

In February’s issue of CDL Insights, we announce the hiring of a new Senior Tax Manager to CDL’s Team, highlight the fundraising feats of two Firm employees, and include articles on how the new tax laws affect rental real estate income, how you can still deduct your home equity loans, and how forensic accountants are using numerical data to find fraud and catch criminals.

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January 2018

In January’s issue of CDL Insights, we open the New Year highlighting the achievements of our employees: Patrick Mangan – elected to Boys & Girls Club Board; Allyse Carter – named “Emerging Leader” with the Florida Institute of CPAs; Rick Hoagland’s wife and family make a lifesaving donation. Included in this issue are also articles about the “kiddie tax” changes with the new Tax Cuts and Jobs Act, how you can protect your IRA before a divorce, and how getting ready for due diligence years before a business sale or merge is a wise move.

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December 2017

In December’s issue of CDL Insights, we close our 30th Year Anniversary with a look back at the Firm’s history and include articles about recent achievements with our employees, how companies can beef up security to avoid fraud and legal liability, consideration for you when creating a trust, and how keeping adequate records for charitable contributions can lower your tax bill – but not retaining them can be costly.

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November 2017

In November’s issue of CDL Insights, we highlight the opening of CDL’s Stuart office and announce the hiring of new employees, and we include articles about how charitable giving at the end of the year is a good thing as long as you avoid these pitfalls, can too much time on Facebook lead to divorce – you decide after reading these case studies, and do “Employee of the Month” recognitions really do the trick?

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April 2017

In April’s issue of CDL Insights, we conduct a Spotlight Interview with Family Office Senior Manager Michelle Vanderwall and include articles on how to establish “domicile” in another state and avoid penalties, five common mistakes pre-retirees should avoid as their prepare for their golden years, and how business partners should follow procedures that ensure everyone’s actions are above board.

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March 2017

In March’s issue of CDL Insights, we conduct a Spotlight Interview with Tax Supervisor Michelle Price and include articles on how employers must use the new Form 1-9 to verify the identity and employment authorization of their employees, four tips to claiming post-secondary education expenses and learn lessons from tax court on how business partners who don’t file partnership tax returns may face trouble with the IRS.

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February 2017

In February’s issue of CDL Insights, we begin a series of Firm Spotlight employee interviews to celebrate CDL’s 30th anniversary and we include articles about the importance of training employees to avoid company cybercrimes, how defaulting on retirement plan loans can be costly and recruiting talented employees may mean for employers to become more community-minded.

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January 2017

In January’s issue of CDL Insights, we highlighted how the New Year marks CDL’s 30th year in business and included articles about how small employers can benefit from setting money aside in standalone Health Reimbursement Arrangements, how 2016 whistleblowers helped the IRS collect nearly $370 million in unpaid taxes, and how itemizing your medical, dental and vision care expenses can benefit you.

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December 2016

In December’s issue of CDL Insights, we highlighted a non-profit organization which CDL employees supported during the holiday season and included articles about the IRS’s deadline to provide 2016 ACA forms, how employers must comply with minimum wage laws or face stiff penalties, and what beneficiaries can do if a trustee commits fraud.

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November 2016

In November’s issue of CDL Insights, we highlighted our fundraising efforts for Crohn’s & Colitis Foundation of America’s Take Steps Walk and included articles about the President-Elect’s tax plan, changing filing dates for businesses, contirbutions on Giving Tuesday 2016, and how divorcing couples should file their taxes.

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October 2016

In October’s issue of CDL Insights, we highlighted our participation with Crohn’s & Colitis Foundation of America’s Take Steps Walk and included articles about fake ACA-related tax bill emails, the new overtime rules, 2017’s travel per diem rates, and the tax implications of relief from student loan debt.

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September 2016

In September’s issue of CDL Insights, we highlighted our involvement in the American Heart Association’s 2016 Heart Walk and covered articles about the new overtime rules, loan applications, reviewing your financial planning options, and how crooks use bankruptcy to cheat creditors.

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August 2016

In August’s issue of CDL Insights, we highlighted two charitable events we are involved in, congratulated a CDL employee for passing her CPA exam, and included articles about cybersecurity, comparing and contrasting the Republican and Democrat tax platforms, and tax-savvy planning strategies for inherited IRAs.

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July 2016

In July’s issue of CDL Insights, we offered our congratulations to staff members who achieved professional recognition and promotions and included articles about IRA charitable donations, summer weather bringing dress code challenges to businesses, and taxes people love to hate.

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June 2016

In June’s issue of CDL Insights, we were recognized by CCFA as the top 2015 corporate sponsor and highlighted articles covering midyear tax planning moves inspired by the PATH act, tax breaks for heavy vehicle purchases, and tax implications of vacation home rentals.

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May 2016

In May’s issue of CDL Insights, we congratulated CDL staff and included articles about minimum wage laws, what paperwork can be thrown out after filing your taxes, the new overtime rules, and financial and legal considerations in marriage.

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CDL Insights – Archive