Yearly Archives: 2015

Pension Plan Changes Included In Bipartisan Budget Act

The headlines generated from the Bipartisan Budget Act of 2015 generally focused on how the legislation raises the debt ceiling through 2017, sets federal spending through the 2016 and 2017 fiscal years, and eases strict caps on spending. But, importantly … Continue reading

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DMLO Celebrates 40 Years as a Louisville Original

October marked our 40th anniversary of serving the Louisville area community. In addition to honoring the event with a DMLO Day of Service, we shared a wonderful evening of dinner, dancing and celebration at the Olmsted with many of the people that have poured their heart, soul and talents into creating the successful firm we have today. Here are a few highlights from the evening. Continue reading

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Ky Small Business Tax Credit Deadline Approaching

The Ky Small Business Tax Credit (KSBTC) program allows eligible small businesses to apply for a non-refundable Kentucky state income tax credit ranging from $3,500 to $25,000. Eligible small businesses include for-profit entities that have 50 or fewer full-time employees, and have created and sustained (for 12 months) at least one new full-time job (at $10.88/hr or more), and purchased at least $5,000 of qualifying equipment or technology.

If you apply by November 20, 2015, you can be approved in time to claim the credit on your 2015 taxes. Before applying, you should review the KSBTC Guidelines to confirm eligibility. Continue reading

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ACA Information Reporting Deadlines: Are You Ready?

In March 2014, the IRS released final regulations implementing the Affordable Care Act’s (ACA’s) information reporting provision for large employers. The new rules were optional for the 2014 calendar year but will be mandatory for the 2015 calendar year for … Continue reading

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Want to Benefit Your Loved Ones? Consider Split Interest Trusts

If you’re looking for a way to benefit your loved ones, take a good look at charitable remainder trusts (CRTs) and charitable lead trusts (CLTs). Often referred to as split interest trusts because of their dual beneficial interests, they have … Continue reading

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