DMLO Adds Wealth Planning Division
The new division is designed to give clients a more holistic approach to tax, estate and wealth planning.
January 24, 2023
DMLO clients are the visionaries who are creating a better future, not just for themselves and their employees but for the entire community they serve. Our clients make products, build structures, and provide essential services. They are leaders in business, non-profits, long-term care, professional services, and other areas. At DMLO, collaboration with our clients is our top priority as we continue, together, to Create a Better Future.
Client Feature
OneWest creating
change in Louisville
Services
We offer a broad range of services to a diverse clientele, with dedicated service niche teams in these areas:
Assurance Services
Business Valuations
Client Accounting
Forensic Accounting
High Net Worth
Litigation Support
Peer Reviews
Startup / Entrepreneurs
Tax Services
Trusts & Estates
Industries
We have dedicated industry teams that have invested extensive time and resources developing specialized expertise in these industries:
Construction
Credit Unions
Employee Benefit
Plan Audits
HC Practice
Consultants, LLC
Hospitality
Long-Term Care
Manufacturing
& Distribution
Not-For-Profit
Real Estate
Service Businesses
Why DMLO?
Award-Winning Workplace
We have been recognized in the top 20% of employers nationwide by SHRM/FWI for our workplace culture, and as one of the Best Places To Work In Greater Louisville and in Southern Indiana. We are also a winner of a GLI Inc.credible Award, to name a few.
Community Impact
As a Greater Louisville Inc. (GLI) Top Investor and a One Southern Indiana (1si) Lead Investor, we understand the impact that businesses can and should have in the community, and we are committed to investing our time and resources in ways that make a difference.
Global Resources
As an independent member of the BDO Alliance USA, we have access to the resources of BDO USA, LLP as well as the global BDO network, the 5th largest accounting and consulting network in the world with 1,600+ offices in 167 countries and territories representing almost $10 billion in revenues.
Leadership
Our firm is the source of leaders in the profession and in our community. DMLO Directors and professionals serve as board and/or committee members, often in an officer’s role, for numerous not-for-profit organizations in our region, as well as for national professional organizations.
DMLO Blog
Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans
Employers that currently maintain a qualified retirement plan or are evaluating a future plan should consider implementing the new federal rules.
January 18, 2023
For Employee Benefit Plans: 2022 Year-End Planning Checklist
As we come to the end of 2022, here are some key tax planning and compliance topics to consider for employee benefits plans.
December 21, 2022