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Managing Risk in Your Portfolio

Risk can be defined as the potential for market losses or, on a more relative basis, for not keeping up with the Joneses. During a roaring bull period, when indexes and average investments are soaring, falling far behind the Joneses exemplifies another kind of risk. Risk-Return Ratio How many units

2024-07-25T09:03:51-06:00July 25th, 2024|

DWC Professional Attains Human Resource Certification

DWC CPAs and Advisors is pleased to announce Human Resources (HR) Generalist Madison H. Donnafield recently attained the Society for Human Resource Management Certified Professional (SHRM-CP) credential. The SHRM-CP accreditation requires knowledge in six topic areas, including organization, people, leadership, business, interpersonal, and workplace. The four-hour exam also tests situational

2024-02-07T11:31:23-07:00February 7th, 2024|

IRS Publishes Numbers for 2024

The IRS has issued numbers to help you understand what the 2024 tax situation will be like. Below is a summary. The standard deduction for married couples filing jointly for tax year 2024 rises to $29,200, an increase of $1,500 from tax year 2023. For single taxpayers and married individuals

2023-11-14T13:31:48-07:00November 14th, 2023|

Foreign Homes and Estate Plans

Don't overlook foreign assets when planning your estate. If you own real estate outside the U.S., you should address the assets in your estate plan. But watch out for double taxation. There's that risk if the assets are subject to estate, inheritance or other death taxes in the country where

2023-08-30T08:32:11-06:00August 29th, 2023|

Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which introduces over 90 changes to the federal rules governing workplace retirement plans. This landmark legislation builds on the original SECURE

2023-02-28T11:47:01-07:00February 28th, 2023|
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