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Dalby, Wendland & Co., P.C., Makes Top 250 Private Colorado Companies List

ColoradoBiz recently announced their Top 250 Private Companies in Colorado with Dalby, Wendland & Co., P.C., making the list for the third year. Fewer than 15 companies recognized are on the Western Slope. Companies must be headquartered in Colorado and are ranked each year by gross revenues. The published list

December 9th, 2015|

DALBY, WENDLAND & CO., P.C., ANNOUNCES “SPIRIT OF WESTERN COLORADO®” AWARD RECIPIENTS

Dalby, Wendland & Co., P.C., recently announced the 2015 recipients of its “Spirit of Western Colorado®” award. ColCal Companies (Grand Junction), Gran Farnum Printing (Glenwood Springs), Del-Mont Consultants (Montrose), and Dennis W. Wagner (retired Dalby Wendland Principal) each received a beautiful bronze eagle statue during a luncheon ceremony on November

November 17th, 2015|

Not Reporting Changes to Your Circumstances Could Mean Owing Money for Your Premium Tax Credit

If you bought health care coverage through the Health Insurance Marketplace and benefit from advance payments of the premium tax credit, it is to your advantage to report specific changes in your circumstances. Not doing so could mean you may end up with less of a tax refund or even

October 27th, 2015|

2016 Tax Deadline

Monday, April 18 will be 2016 tax deadline for most individual taxpayers. When April 15 falls on a Saturday, Sunday, or legal holiday (which includes a legal holiday observed in the District of Columbia), a return is considered timely filed if filed on the next succeeding day that is not

October 14th, 2015|

Establishing and Monitoring an Investment Policy

In the ever-changing investment markets, evaluating and monitoring your organization’s investment portfolio is becoming increasingly more challenging and important. Formal investment policies may be required when working with a third-party investment manager, but all organizations can benefit from establishing a written investment policy. Having a written policy forces management to

October 8th, 2015|

DWC’s Donna Hardy Elected to GJ Chamber Board of Directors

Congratulations to Dalby Wendland’s Donna Hardy for her election to the GJ Chamber’s Board of Directors, beginning January 2016. Donna is a tax principal in the Grand Junction tax office. She joined Dalby, Wendland & Co. after receiving her bachelor’s degree in accounting from Colorado Mesa University. She has over

October 6th, 2015|

New Tax-Advantaged ABLE accounts Help Disabled Individuals

Starting this year, states may establish tax-exempt “Achieving a Better Life Experience” (ABLE) accounts, which can be created by disabled individuals to support themselves or by families to support their disabled dependents. Contributions to the accounts are made on an after-tax basis (i.e., contributions aren't deductible), but assets in the

September 30th, 2015|
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