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.

It’s Time to Review Your Financial Planning Options

As the summer winds down, consider revising your financial planning strategies based on changes in your personal circumstances, market conditions and tax laws. If you procrastinate, financial planning is likely to fall by the wayside during the hectic holiday season, possibly causing you to lose out on tax-saving and wealth-building opportunities. Here are some retirement and estate planning considerations that may be worthwhile for certain taxpayers.

Read on CBD Spotlight >

It’s Time to Review Your Financial Planning Options

As the summer winds down, consider revising your financial planning strategies based on changes in your personal circumstances, market conditions and tax laws. If you procrastinate, financial planning is likely to fall by the wayside during the hectic holiday season, possibly causing you to lose out on tax-saving and wealth-building opportunities. Here are some retirement and estate planning considerations that may be worthwhile for certain taxpayers.

Read on CBD Spotlight >

Tax-Savvy Planning Strategies for Inherited IRAs

Did you recently inherit an IRA along with one or more additional beneficiaries? The rules regarding required minimum distributions (RMDs) may not necessarily be optimal for the younger beneficiaries when there are multiple beneficiaries or the inherited IRA lists a charity (or other nonhuman) as a beneficiary. Creative planning can save the day, but there’s a hitch: The strategies must be employed by no later than September 30, 2016, for account owners who died in 2015.

Read on CBD Spotlight >

Tax-Savvy Planning Strategies for Inherited IRAs

Did you recently inherit an IRA along with one or more additional beneficiaries? The rules regarding required minimum distributions (RMDs) may not necessarily be optimal for the younger beneficiaries when there are multiple beneficiaries or the inherited IRA lists a charity (or other nonhuman) as a beneficiary. Creative planning can save the day, but there’s a hitch: The strategies must be employed by no later than September 30, 2016, for account owners who died in 2015.

Read on CBD Spotlight >

Back-to-School Tips for Grownups

From a business perspective, back-to-school time is about more than selling school supplies and clothing. It provides many creative marketing opportunities for owners of all types of businesses who can think outside the pencil box. On a personal level, remember to save your receipts. Whether you’re a teacher or parent, this article provides a refresher course on education-related federal tax breaks for individuals, too.

Read on CBD Spotlight >

Back-to-School Tips for Grownups

From a business perspective, back-to-school time is about more than selling school supplies and clothing. It provides many creative marketing opportunities for owners of all types of businesses who can think outside the pencil box. On a personal level, remember to save your receipts. Whether you’re a teacher or parent, this article provides a refresher course on education-related federal tax breaks for individuals, too.

Read on CBD Spotlight >

Compare and Contrast the Republican and Democratic Tax Platforms

Federal taxes are a hot button during every presidential election. Do you know where the candidates stand on major federal tax issues, such as tax rates for individuals, businesses and estates? In some cases, the candidates’ plans contrast with their parties’ platforms, so it’s important to watch their statements and websites closely. Here’s some information on federal tax positions to help you make an informed decision in November.

Read on CBD Spotlight >

Compare and Contrast the Republican and Democratic Tax Platforms

Federal taxes are a hot button during every presidential election. Do you know where the candidates stand on major federal tax issues, such as tax rates for individuals, businesses and estates? In some cases, the candidates’ plans contrast with their parties’ platforms, so it’s important to watch their statements and websites closely. Here’s some information on federal tax positions to help you make an informed decision in November.

Read on CBD Spotlight >

7 Tax-Savvy Ways to Give to Charity

Charitable giving isn’t just good for society and your karma it can also lower your tax bill, if you follow federal tax rules and keep detailed records. When the philanthropic mood strikes you, think beyond cash and online donations. Here, we provide several creative alternatives for sharing your good fortune with your favorite charity, as well as advice on how to receive a “gift” of your own from the IRS.

Read on CBD Spotlight >

7 Tax-Savvy Ways to Give to Charity

Charitable giving isn’t just good for society and your karma it can also lower your tax bill, if you follow federal tax rules and keep detailed records. When the philanthropic mood strikes you, think beyond cash and online donations. Here, we provide several creative alternatives for sharing your good fortune with your favorite charity, as well as advice on how to receive a “gift” of your own from the IRS.

Read on CBD Spotlight >