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Recent Blog Posts

Lower Your Tax Bill With an IRA Contribution

March 12th, 2024|Comments Off on Lower Your Tax Bill With an IRA Contribution

If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still be an opportunity to lower it. If you qualify,

April 15 is the Deadline for Gift Tax Returns Too

March 12th, 2024|Comments Off on April 15 is the Deadline for Gift Tax Returns Too

Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a 2023 gift tax return. In some cases, it might be

What’s the difference between cash and accrual basis accounting?

March 12th, 2024|Comments Off on What’s the difference between cash and accrual basis accounting?

Financial statements are critical to monitoring your business’s financial health. In addition to helping management make informed business decisions, year-end and interim financial statements may be required by lenders, investors and franchisors. Here’s an overview

DWC’s Online Tax Planning Guide

March 5th, 2024|Comments Off on DWC’s Online Tax Planning Guide

Did you know DWC CPAs and Advisors has an online Tax Planning Guide that provides resources and information for tax planning basics, investing, real estate, business and executive comp, family and education, charitable giving, retirement

Pay Attention to Securities Laws When Planning Your Estate

March 5th, 2024|Comments Off on Pay Attention to Securities Laws When Planning Your Estate

Do your assets include unregistered securities, such as restricted stocks or interests in hedge funds or private equity funds? If so, it’s important to consider the securities laws that may be involved in various estate

Best Practices for M&A Due Diligence

March 5th, 2024|Comments Off on Best Practices for M&A Due Diligence

Engaging in a merger or acquisition (M&A) can help your business grow, but it also can be risky. Buyers must understand the strengths and weaknesses of their intended partners or acquisition targets before entering the transactions. A