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SOC It to Your Competition

If your company is a service organization that provides outsourced services or you are a company that uses such third-party providers, there’s a proven process to increase confidence, trust, and transparency in your business relationships. SOC certifications can help strengthen your internal control structures and protect against potential breaches or losses.

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Daszkal Bolton Announces Promotions

Daszkal Bolton is pleased to announce that the following professionals have been promoted. The promotions became effective January 1, 2020. Audit DepartmentDoug Whipps – Manager DB Family OfficeRick Loth – Manager Mirtha Montecchi – Manager

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Tax Planning
Newsletter Articles

Year-End Tax Planning Moves for Individuals and Businesses

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. With that in mind, we’ve compiled updated year-end tax strategies and best practices for individuals and businesses.

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