Wealth & Estate

/Wealth & Estate

Estate Tax Portability Election: Simplified

Effective June 9, 2017, Revenue Procedure 2017-34 provides a simplified method whereby certain estates can obtain an extension of time to make an estate tax portability election. The simplified method is only available to estates [...]

By | July 26th, 2017|Tax, Wealth & Estate|

Dean Dorton Named 4th Best Place to Work in Kentucky

Last night, the annual Best Places to Work in Kentucky awards ceremony was held at the Lexington Convention Center, where the Kentucky Chamber of Commerce and the Kentucky Society for Human Resource Management announced this [...]

Employee vs. Contractor

Third party relationships have become more important as companies look to leverage outside expertise. As relationships evolve, management needs to keep a close eye to determine if the third party contractor has become [...]

IRS Extends 1095-C and 1095-B Deadline

In November, the IRS extended the deadline for employers to furnish Forms 1095-C and/or 1095-B to employees and covered individuals. The forms, which are required under the Affordable Care Act’s employer reporting mandate, are [...]

An Important but Often Overlooked Follow-Up After a Death or Divorce

Most assets of which we are the sole owner pass at death according to the terms of our will and beneficiary designations of retirement plans and life insurance. In a real example from a dispute [...]

By | December 15th, 2016|Wealth & Estate|

Accounting & Ethics Update Recap

On November 16, Dean Dorton provided its 12th version of the annual Accounting and Ethics Update. The firm utilized 17 presenters over nine sessions that covered a variety of topics from the latest in nonprofit reporting [...]

What You Should Know About the Updated I-9 Form

On Monday, November 14, the United States Citizenship and Immigration Services (USCIS) released the anticipated new Form I-9 (Employment Eligibility Verification) that replaces the current version, which expired on March 31 of this year. [...]

It’s Beginning to Feel a Lot Like 1986

Whether you’re happy or not about the outcome of Tuesday’s election, now that we know we have Republicans in the White House, both houses of Congress, the governorship and the state legislature, it’s time [...]

Dean Dorton Launches State-of-the-Art Outsourced Accounting Service

We're excited to announce a new service line, Dean Dorton accounting and financial outsourcing (Dean Dorton AFO) for back office and accounting solutions. We recognize the increase in demand for collaborative cloud-based applications for both business [...]

Three Strategies for Tax-Smart Giving

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes. For 2016, the lifetime [...]

By | August 11th, 2016|Tax, Wealth & Estate|