Chris West, CPA, PFS Estate planning is an essential aspect of any personal finance journey, involving the proactive determination of how your assets will be distributed and managed after your passing. It also provides an opportunity to specify the care arrangements for minor children. Whether you know it
Christopher L. West, CPA, PFS Watching your investment or commercial property values increase can be satisfying; however, when it's time to sell, capital gains tax can be a hard pill to swallow. You have probably heard of a 1031 "like-kind" exchange, which may be useful if you wish
DWC CPAs and Advisors is pleased to announce we are again recognized by INSIDE Public Accounting (IPA) as a Top 300 Firm in the nation. IPA ranks public accounting firms nationally by U.S. net revenues, and they are compiled by analyzing nearly 600 responses for IPA’s Survey and Analysis of
Dalby, Wendland & Co., P.C., (DWC) is pleased to announce that DWC professional Christopher L. West, CPA, has obtained the Personal Financial Specialist (PFS) credential from the American Institute of CPAs. Chris is the CEO and a Principal of Dalby, Wendland & Co., P.C., and DWC Wealth Advisors. The PFS
Christopher L. West, CPA, PFS I am an enthusiast for all things personal finance. Over my 30-year CPA career, I have been blessed to work side-by-side with many brilliant CPAs and advisors and nurtured close advisory relationships with numerous successful clients. My role with these clients has been
Dalby, Wendland & Co. (DWC) is honored to be recognized by INSIDE Public Accounting (IPA) as a Top 300 Firm. IPA ranks firms nationally by U.S. net revenues, and they are compiled by analyzing nearly 600 responses received this year for IPA’s Survey and Analysis of Firms. This is DWC’s
Chris West, CEO Dalby Wendland is pleased to announce the addition of wealth management services to its suite of client offerings. DWC Wealth Advisors provides comprehensive wealth management services that will help integrate tax, wealth, retirement, and estate planning services for clients. DWC Wealth Advisors has engaged independent
Dalby, Wendland & Co., P.C., (DWC) is pleased to announce Matt Leach, PAFM, Firm Administrator, has been awarded the Association-designation Public Accounting Firm Manager (PAFM) by the CPA Firm Management Association (CPAFMA). This prominent designation recognizes Leach’s knowledge and professional experience in accounting practice management. The CPAFMA’s voluntary Public Accounting
Chris West, CEO Dalby, Wendland & Co., P.C., was recognized as a Top Regional Firm in the Mountain States Region by Accounting Today. This is the eighth year Dalby Wendland has been named a Top Regional Firm in the Mountain States Region, ranked by revenue, by Accounting Today.
Chris West, CEO I have been an accountant for over 25 years. It seems like yesterday when I started my job as a freshly minted staff accountant, ready to take on the world’s finances! My days would be busy ensuring my clients complied with the IRS and other
