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.

Avoiding Digital Disruption While Heading toward the Future

Many businesses are suffering due to “digital disruption,” such as the commotion caused by Uber and Airbnb. A recent survey of business leaders across 16 countries found that 78% feel threatened by start-ups and 45% are afraid they will become obsolete in less than five years. This article discusses the results of the survey and offers five tips for companies that think it might be time for a digital transformation.

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How to Make the Most of Medical Expense Deductions

Health insurance premiums and medical care costs seem to increase every year and the IRS has been cutting back on tax breaks related to health care. Here are a couple of planning strategies to consider over the next two years that could help reduce your tax liability and ease the burden of rising health care costs.

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Spotlight on Gains from Qualified Small Business Stock

Under the qualified small business stock (QSBS) rules, eligible gains from selling QSBS may qualify for a 0% federal tax rate. Sound too good to be true? These rules were made permanent under the Protecting Americans from Tax Hikes (PATH) Act of 2015. Here are some important details about this tax-saving opportunity, including the most important restrictions and limitations.

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