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Dalby, Wendland & Co., P.C., Announces 2018 Promotions

Dalby, Wendland & Co., P.C., is pleased to announce the following staff promotions. We congratulate these exemplary professionals as they represent our core values of trust, respect, and responsibility in client, employee, and community relationships. Nathan A. Fyock, CPA, ABV, to Principal Originally from Center, Colorado, in the San Luis Valley of southwestern Colorado, Nathan […]

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Kiddie Tax

The Kiddie Tax and TCJA

Once upon a time, some parents and grandparents would attempt to save tax by putting investments in the names of their young children or grandchildren in lower income tax brackets. To discourage such strategies, Congress created the “kiddie” tax back in 1986. Since then, this tax has gradually become more far-reaching. Now, under the Tax […]

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Online banking on smartphone with businessman showing screen

Digital Assets and Estate Planning

Even though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Digital assets may include online bank and brokerage accounts, digital photo galleries, and even email and social media accounts. If you die without addressing these assets in your estate plan, your loved ones […]

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group of volunteers

What You Can Deduct When Volunteering

Because donations to charity of cash or property generally are tax deductible (if you itemize), it only seems logical that the donation of something even more valuable to you — your time — would also be deductible. Unfortunately, that’s not the case. Donations of time or services aren’t deductible. It doesn’t matter if it’s simple […]

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Green Tax Credits

Green Tax Credits

“Going green” at home — whether it’s your principal residence or a second home — can reduce your tax bill in addition to your energy bill, all while helping the environment, too. The catch is that, to reap all three benefits, you need to buy and install certain types of renewable energy equipment in the […]

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