CDL Insights

June 2019

In June’s issue of CDL Insights, we celebrate the firm’s pass review record and recognize how CDL employees are making a difference in the community by joining boards and volunteering. In addition, we look at how to enforce a seasonal dress policy, how to avoid payroll fraud, and the right choices for you and your 401K when you leave a job.

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April 2019

In April’s issue of CDL Insights, we recognize CDL shareholder David Donten for joining the board of Quail Valley Charities in Vero Beach. In addition, we look at CDL’s new online payment system for ease and convenience, how to protect elderly family members from exploitation, and how to maximize your social security benefits when you retire.

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March 2019

In March’s issue of CDL Insights, we celebrate CDL’s neighborly initiative to help workers during the government shutdown. In addition, we look at the tax issues to consider when business owners get divorce, how to transfer a business to heirs free of capital gains and gift taxes, and the right time to take withdrawals from a traditional IRA.

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February 2019

In February’s issue, we proudly announce the launch of a new service – CDL Controller Services – for restaurants, real estate companies and small businesses. In addition, we highlight CDL’s Patti Giarratano’s International Estate Planning write-up in the Estate Planning Guide. You’ll also learn how to update your workplace drug policy, how to divide assets and tax bills in divorce, and why B-employees can be great for any company.

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December 2018

In December’s issue of CDL Insights, we highlight Shareholder Lou Cohen’s new Palm Beach Chamber Trustee Membership and how CDL supported six local charities throughout Palm Beach and Martin Counties. In addition, you’ll learn the five benefits to working in retirement, what to do if you detect company fraud, and how to manage your company through a crisis.

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November 2018

In November’s issue of CDL Insights, we highlight how CDL employees show community support for the Crohn’s and Colitis Foundation and local children with cancer. In addition, you’ll also learn five way to boost holiday deductions, how to avoid paying on non-deductible IRA contributions and how to eliminate AMT (alternative minimum tax) exposure.

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October 2018

In October’s issue of CDL Insights, CDL welcomes a new Director of Business Valuation and Litigation Support Rick Gray and we congratulate Dustin Provenzano on receiving his CPA license. In addition, you’ll learn about a trust that allows you to transfer assets to minors while still maintaining control and how a reverse mortgage may be right for seniors in certain financial circumstances.

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August 2018

In August’s issue of CDL Insights, CDL proudly announces Laura Clark as a new shareholder, Dave Donten joining the Big Dog Ranch Rescue Board, and Joel Levine’s daughter, Rebecca, named 2018 Honored Hero for Crohn’s & Colitis. In addition, you will learn how the tax law affects alimony payments and how pet insurance is becoming a very popular employee benefit in the U.S.

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July 2018

In July’s issue of CDL Insights, we showcase how CDL employees exemplify civic leadership through volunteering at three local non-profit organizations. In addition, we provide tips on how to protect yourself from malware attacks, how to get the most out of education tax breaks and learn if a variable annuity is right for you.

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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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CDL Insights – Archive