The CBD Blog

Find peer advice, partner insights, and industry updates – all here in the CBD blog, ‘At The Helm’! With contributions from our entire team, we blog about the things that interest you.

Use a Systematic Approach to Set Your Prices

As you plan your business strategy for 2016, give some attention to the prices of products and services. Owners and managers who set prices too high or too low could be leaving money on the table. Here’s an overview of the cost, customer and market factors that need to be considered when setting prices.

Read on CBD Spotlight >

Use a Systematic Approach to Set Your Prices

As you plan your business strategy for 2016, give some attention to the prices of products and services. Owners and managers who set prices too high or too low could be leaving money on the table. Here’s an overview of the cost, customer and market factors that need to be considered when setting prices.

Read on CBD Spotlight >

Tackle Key Financial Issues as You Face Retirement

Retirement can be an exciting time as you focus your attention on hobbies, travel and family. But it also can be daunting as you plan for the financial contingencies and government red tape you’ll eventually encounter. Whether you’re ready for retirement or not, here’s a summary of key milestones to expect during your golden years, requiring you to make important financial decisions and reasons you can’t afford to neglect your finances.

Read on CBD Spotlight >

Tackle Key Financial Issues as You Face Retirement

Retirement can be an exciting time as you focus your attention on hobbies, travel and family. But it also can be daunting as you plan for the financial contingencies and government red tape you’ll eventually encounter. Whether you’re ready for retirement or not, here’s a summary of key milestones to expect during your golden years, requiring you to make important financial decisions and reasons you can’t afford to neglect your finances.

Read on CBD Spotlight >

10 Elections That Can Save Money on Your 2015 Federal Taxes

Are you looking for ways to lower your 2015 personal income tax liability? The filing deadline for most individuals, including self-employed taxpayers, falls on April 18 this year. (People in Maine and Massachusetts have until April 19 due to Patriot’s Day observances.) So, there’s still time to consider making one (or more) of these money-saving elections on your 2015 federal income tax return.

Read on CBD Spotlight >

10 Elections That Can Save Money on Your 2015 Federal Taxes

Are you looking for ways to lower your 2015 personal income tax liability? The filing deadline for most individuals, including self-employed taxpayers, falls on April 18 this year. (People in Maine and Massachusetts have until April 19 due to Patriot’s Day observances.) So, there’s still time to consider making one (or more) of these money-saving elections on your 2015 federal income tax return.

Read on CBD Spotlight >

ACA Boosts Popularity of Health Savings Accounts

Health Savings Accounts have become more attractive since passage of the Affordable Care Act. Year-to-year data shows a 23% jump in the number of accounts and a 25% gain in account balances. Here, we explore the ins and outs of these accounts and their impact on other health coverage.

Read on CBD Spotlight >

ACA Boosts Popularity of Health Savings Accounts

Health Savings Accounts have become more attractive since passage of the Affordable Care Act. Year-to-year data shows a 23% jump in the number of accounts and a 25% gain in account balances. Here, we explore the ins and outs of these accounts and their impact on other health coverage.

Read on CBD Spotlight >

Important Tax Figures for 2016

Every year, the dollar amounts allowed for various federal tax benefits are subject to change based on inflation adjustments and legislation. Here are some important tax figures for 2016, compared with 2015, including the estate tax exemption, Social Security wage base, qualified retirement plan and IRA contribution limits, driving deductions, allowable business write-off amounts and more.

Read on CBD Spotlight >

Important Tax Figures for 2016

Every year, the dollar amounts allowed for various federal tax benefits are subject to change based on inflation adjustments and legislation. Here are some important tax figures for 2016, compared with 2015, including the estate tax exemption, Social Security wage base, qualified retirement plan and IRA contribution limits, driving deductions, allowable business write-off amounts and more.

Read on CBD Spotlight >

A Gift from Uncle Sam: Congress Passes the Extenders Package

In the spirit of the holidays, the federal government is giving taxpayers another reason to celebrate: Congress has passed a better-than-expected tax law that goes beyond a one-year extension of key tax breaks. Several provisions may produce significant savings for taxpayers in 2015. Here are the details on which expired tax provisions have been extended and for how long.

Read on CBD Spotlight >

A Gift from Uncle Sam: Congress Passes the Extenders Package

In the spirit of the holidays, the federal government is giving taxpayers another reason to celebrate: Congress has passed a better-than-expected tax law that goes beyond a one-year extension of key tax breaks. Several provisions may produce significant savings for taxpayers in 2015. Here are the details on which expired tax provisions have been extended and for how long.

Read on CBD Spotlight >

Complying with the New-and-Improved Telemarketing Sales Rule

Businesses that promote goods and services by making (or receiving) phone calls may be subject to the Telemarketing Sales Rule (TSR). Several changes to this law designed to protect consumers from unscrupulous telemarketers go into effect in 2016. Rumors have emerged that the changes could restrict legitimate forms of electronic payment. Here, we address this misconception and summarize how businesses can stay TSR-compliant.

Read on CBD Spotlight >

Complying with the New-and-Improved Telemarketing Sales Rule

Businesses that promote goods and services by making (or receiving) phone calls may be subject to the Telemarketing Sales Rule (TSR). Several changes to this law designed to protect consumers from unscrupulous telemarketers go into effect in 2016. Rumors have emerged that the changes could restrict legitimate forms of electronic payment. Here, we address this misconception and summarize how businesses can stay TSR-compliant.

Read on CBD Spotlight >

Make the Most of Year-End Physical Inventory Counts

As December 31 approaches, it’s time for many companies to perform one of management’s least favorite chores: physical inventory counts. Proactive companies see this activity as an opportunity to improve their operational efficiency. Here’s how you can get more from these counts, as well as details on a simplified accounting method that some businesses may be eligible to use when valuing inventory in the future.

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Last-Minute Tax Savings: Hurry Before Time Runs Out

People often procrastinate when it comes to tax planning. Fortunately, there are still several easy moves individuals can make in the last days of the year to lower their federal tax liability for 2015 and beyond. But act fast. When the clock strikes midnight on January 1, there will be precious little you can do about the current tax year.

Read on CBD Spotlight >

Last-Minute Tax Savings: Hurry Before Time Runs Out

People often procrastinate when it comes to tax planning. Fortunately, there are still several easy moves individuals can make in the last days of the year to lower their federal tax liability for 2015 and beyond. But act fast. When the clock strikes midnight on January 1, there will be precious little you can do about the current tax year.

Read on CBD Spotlight >

Could Buying a Heavy SUV, Pickup or Van Help Save Taxes?

It may not be “green” to buy a gas-guzzling SUV, pickup or van, but doing so could save you some greenbacks next spring. The tax code provides favorable accelerated depreciation rates for these vehicles, which can also be useful if your business needs to haul people, materials, inventory or equipment around. Here’s more on this tax-saving opportunity for small businesses.

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