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Could You Benefit From Cost Segregation?

Posted on Monday, November 17, 2014

Almost any taxpayer who owns commercial real estate can reduce his or her current income tax bill by using cost segregation. Just how much you save in taxes

Supreme Court Denies Bankruptcy Protection For Inherited IRAs

Posted on Saturday, November 15, 2014

Your retirement funds are protected from creditors even if you file for bankruptcy, with only a few limitations. This protection extends to funds in all

Investors Should Be Aware Of Inversions

Posted on Tuesday, November 11, 2014

Some U.S. companies are using corporate inversions to reduce their taxes. Investors in companies that do an inversion may find that their own taxes are

Review Your 2014 Deductions

Posted on Friday, November 07, 2014

Some itemized deductions are limited by a percentage of your gross income. An example is miscellaneous deductions. These provide a benefit only if your total

Scholarships

Posted on Wednesday, November 05, 2014

Two key requirements of being exempt under Section 501(c)(3) of the IRS Code is that the nonprofit is organized and operated for a charitable (educational,

Don’t Forget To Take RMD

Posted on Monday, November 03, 2014

Did you celebrate your 70½th birthday in 2014? Do you have a traditional or rollover IRA? If both answers are yes, the deadline for taking the initial

Homeowners’ Association Tax Forms

Posted on Wednesday, October 22, 2014

Homeowners’ associations are unique in that there are three different tax forms that one could file, depending on its circumstances.   

Form 1023-EZ

Posted on Wednesday, October 08, 2014

The IRS released a new, easier Form 1023 this summer.  Now most organizations with gross receipts of $50,000 or less and assets of $250,000 or less are

IRS Rules For Charitable Deductions

Posted on Monday, October 06, 2014

As the year draws to a close, you may decide to donate cash or property to one or more worthy causes. Besides the satisfaction of helping others, there's

Organizing Your Finances

Posted on Monday, October 06, 2014

In our busy lives, it's sometimes tough to corral our financial records. Bills, paycheck stubs, tax returns, and bank statements can disappear into dusty

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.

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