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With the gift and estate tax exemption at $5.45 million in 2016, you may be less concerned about these taxes. But if you don’t take advantage of making tax-free direct payments of tuition and medical expenses, you’re missing a valuable opportunity to reduce your potential gift and estate tax exposure

Dalby, Wendland & Co., P.C. is pleased to announce the following staff promotions: Nathan A. Fyock, CPA, to Associate Principal Nathan “Nate” Fyock is a certified public accountant (CPA) with Dalby, Wendland & Co., P.C.’s, audit office in Grand Junction. Originally from Center, a town located in the San Luis

Real estate owners holding real estate within their business or for investment often times find themselves holding a significantly appreciated asset.  This is a good thing?  However, when facing the opportunity to sell such real estate the owner may be surprised to learn about the tax bill resulting from the

Grand Junction, CO (July 26, 2016) — The Board of Directors of Dalby, Wendland & Co., P.C., is pleased to announce the election of Greg A. Keller, CPA, PFS, as the Firm’s new president and chairman of the board. Greg began his new role on July 1, 2016. “We are

Charitable giving through donor-advised funds (DAFs) has grown in popularity in recent years. Generally, creating a DAF requires no more than completing a short application and making an initial contribution as low as $10,000 to a sponsoring organization, such as a community foundation. You recommend which charities should receive gifts,

Congratulations to DWC accountant, Mark W. Plantz, CPA, on his recent election as secretary of the Montrose Recreation District. The Montrose Recreation District’s purpose is to provide, manage, and maintain quality recreational facilities, programs, and services, which will enhance the learning, leisure, and recreation opportunities that promote a healthy community.

Thank you to Roaring Fork Valley Habitat for Humanity for inviting DWC to help build a home for a local family. We had a great time and we appreciate you giving the opportunity of homeownership to so many families! We also thank DWC employees (L-R standing) James Heelan, Lucas Warth,

If you care for a disabled child, you may soon have a new savings option to help offset care and still be eligible for public benefits. In December 2014, new legislation called the Achieving a Better Life Experience Act (ABLE) was signed into law. Under Section 529 of the tax

In recent years, information technology (IT) has had a significant impact on organizations, specifically: Increased volume of information, which requires businesses to select relevant and credible information to support business decision-making Accelerating pace of changes in technology, including the prevalence of e-commerce systems and the use of web-based and cloud-based

BEWARE – NEW SCAM! People (especially students) are being targeted for a bogus “Federal Student Tax” https://www.irs.gov/uac/newsroom/irs-warns-of-latest-scam-variation-involving-bogus-federal-student-tax Always contact your tax professional and the IRS direct if you think you are the victim of a tax scam.