Dalby, Wendland & Co. News

Total Return Unitrust Can Help Maintain Family Harmony

A traditional trust can sometimes create a conflict between the lifetime and remainder beneficiaries. For example, investment strategies that provide growth that benefits remainder beneficiaries can leave lifetime beneficiaries with little or no annual payouts. This makes it more difficult for your estate plan to achieve your objectives and places

2021-04-12T14:56:46-06:00April 24th, 2018|

“Creative” Accounting – Warning Signs of Earnings “Spin”

Management wants to paint the rosiest possible picture of a company’s financial performance and may look to "creative" accounting. But aggressive earnings management, or “spin,” can mislead investors and lenders. Here are some ways U.S. Generally Accepted Accounting Principles (GAAP) can be manipulated to obscure the truth. Creative accounting vs.

2021-04-12T14:56:47-06:00April 17th, 2018|
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