Dalby, Wendland & Co. News

Operating as a Qualified Small Business Corporation Could Help You Thrive

Operating your small business as a Qualified Small Business Corporation (QSBC) could be a tax-wise idea. Tax-free Treatment for Eligible Stock Gains QSBCs are the same as garden-variety C corporations for tax and legal purposes — except QSBC shareholders are potentially eligible to exclude from federal income tax 100% of

2024-04-09T09:01:39-06:00April 9th, 2024|

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 of two common accounting methods, along with the pros and cons of each method. Cash

2024-03-12T08:46:56-06:00March 12th, 2024|

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 and estate planning. Visit our Client Resources page to access the guide.

2024-03-05T10:31:59-07:00March 5th, 2024|

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 planning strategies. Potential Estate Planning Issues Transfers of unregistered securities, either as outright gifts or

2024-03-05T09:36:30-07:00March 5th, 2024|
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