Insights
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Siegfried Advisory welcomes six new team members
February 8, 2024
We're thrilled to welcome six new team members across each of our service lines. Get to know them!
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February 2024 tax updates
Read on to learn more about 2024 tax due dates, child tax credits, and a new tax relief act.
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November 2023 tax updates
November 10, 2023
Read on to learn more about tax planning for a second home, lifetime vs. testamentary gifts, and more.
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Siegfried Advisory recognized as one of the largest and fastest-growing accounting firms in the country
November 9, 2023
INSIDE Public Accounting releases 2023 rankings; Siegfried Advisory earns spot on IPA’s Top 400 firm and fastest-growing firm lists
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Mitigating accounting and finance risks: A crucial step for growing businesses
November 6, 2023
We highlighted three of the most prominent accounting and finance risks that growing businesses face, as well as how we put businesses in a position of strength when managing such risks.
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July + August 2023 tax updates
July 31, 2023
Read on to learn more about IRS pop-up visits, BOI report requirements, and more.
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June 2023 tax updates
June 6, 2023
Read on to learn more about Q2 estimates, IRS collection notices, and more!
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Delaware Business Magazine Article: Delaware Statutory Trusts
March 21, 2023
Our very own Jeff Mitchell, Senior Vice President, and Aaron Mastriani, Senior Tax Associate, co-wrote an article, "Delaware Statutory Trusts," in the March/April issue of Delaware Business Magazine. The article about innovative tax-deferral vehicles for 1031 exchanges can be found on page 30 of the downloadable issue.
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February 2023 Tax Updates
February 27, 2023
The IRS recently issued a notice asking taxpayers to hold off on return submissions while an assessment was done to determine the taxability of 2022 relief payments issued by many states.