In the ever-changing investment markets, evaluating and monitoring your organization’s investment portfolio is becoming increasingly more challenging and important. Formal investment policies may be required when working with a third-party investment manager, but all organizations can benefit from establishing a written investment policy. Having a written policy forces management to
Dalby, Wendland & Co., P.C., is honored to be recognized by INSIDE Public Accounting (IPA) as a Top 300 Firm. The October issue of IPA will pick up where September’s IPA 200 issue left off, ranking firms by revenue from No. 201 to No. 300. This definitive list was developed
Congratulations to Dalby Wendland’s Donna Hardy for her election to the GJ Chamber’s Board of Directors, beginning January 2016. Donna is a tax principal in the Grand Junction tax office. She joined Dalby, Wendland & Co. after receiving her bachelor’s degree in accounting from Colorado Mesa University. She has over
Starting this year, states may establish tax-exempt “Achieving a Better Life Experience” (ABLE) accounts, which can be created by disabled individuals to support themselves or by families to support their disabled dependents. Contributions to the accounts are made on an after-tax basis (i.e., contributions aren't deductible), but assets in the
Tracy Barner (left) and Norma Miller pose with the afternoon class at Highland Elementary Poor eyesight in children can easily go undetected and can severely affect their learning. Each year, Rifle Lions Club provides vision screenings to pre-K and kindergarten students in Parachute and Rifle. Recently, Club members, including DWC’s
If you are an independent contractor or run your own business, there are a few basic things to know when it comes to your federal tax return. Self-employment income can include income you received for part-time work. This is in addition to income from your regular job. You must file
The 2014 Association for Financial Professionals Payments Fraud and Control Survey by J.P. Morgan reports 60% of organizations were exposed to actual or attempted payments fraud in 2013. The typical financial loss incurred by companies was $23,100. The Report key findings indicate the top four targets as: Check payments (82%)
Picture L-R: Steve Schiell, RE-1J School District Superintendent, David Crane, Montrose Rotary President, Alyssa Ganskow, Johnson Elementary 4th Grade Teacher, and Mark Plantz, DWC Accountant and Rotary Board Director The Montrose Rotary Club has committed $20,000 for 2015 to help area youth through its “The Year of the Healthy Child”
On August 15th, over one hundred locals participated in the first Pyro’s “Push It Up” Trail Run in honor of Captain William “Pyro” DuBois from New Castle, who lost his life in early December of 2014, while piloting an F-16. The monies raised from the Trail Run benefit a legacy
Legislators passed the short-term highway funding extension and several important tax provisions. See more at: http://www.journalofaccountancy.com/news/2015/jul/tax-return-due-dates-changed-201512746.html
