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CEO Fraud Prevention Manual

It’s ruined the careers of many executives and loyal employees. Successful CEOs have been fired because of it. Stock prices have collapsed. IPOs and mergers have been taken off the table. Known as CEO fraud or the Business Email Compromise (BEC), the FBI reports that it this type of cybercrime has victimized more than 22,000 organizations worldwide and is responsible for losses of more than $3 billion.

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2019 Tax Reference Sheet Now Available

Our 2019 tax reference sheet is now available. This quick guide offers information you'll need to know for the upcoming year.

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Case Study: Mr. PC (Video and Case Study)

The Situation: Mr. PC has Property & Casualty insurance with a popular national insurance company which had not been shopped around the market in over five years. Mr. PC has multiple homes and policies with different renewal dates and provisions. Conclusion: More can cost less. Contact us to find out how.

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Dr. Insurance

January 14, 2019
Dr. Insurance

The Situation: The client had all the life insurance they needed but wanted an analysis of the policies they owned. They were unsure if they should keep their policies or drop their policies. If keeping, what was the best way to fund?

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TDC Receives Outstanding Corporate Philanthropy Award

TDC Companies was honored to join a host of Northwest Ohio leaders on National Philanthropy Day to receive the award as Outstanding Corporate Philanthropist by the Association of Fundraising Professionals Northwest Ohio Chapter. Congratulations to all of this year’s winners and out heartfelt thanks for helping make Northwest Ohio a better place.

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Typical Arguments Against Estate Plan Updates in Light of TJCA

While it's been over a year now since the Tax Cuts and Jobs Act (TCJA) was initially passed last year, understanding the many technical aspects of the act, and more specifically how these changes will impact one's estate planning remains a challenge for many individual and families.

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