Insights

  • Celebrating the end of Tax Season!

    May 29, 2019

    The Siegfried Advisory team recently came together to celebrate the end of another amazing tax season. This year was filled with clients (both existing and new), Tax Cuts, Jobs Act changes, and adding a few new faces to our own growing team! We invited our friends (who helped keep us balanced throughout the hectic tax […]

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  • Promotions At Siegfried Advisory

    January 31, 2019

    Please join us in congratulating the following team members for well-deserved promotions. These folks have shown alignment to firm and team vision, 5-star client service, overall performance, values and leadership qualities worthy of a promotion. Steve Hutchison, FAS Director Shaun Menkhaus, Tax Manager Brieann Capecci, Level 3 Senior Tax Associate Congratulations!

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  • Updated Guidance on Sec 199A: The Qualified Business Income Deduction

    October 25, 2018

    The IRS finally issued its highly anticipated guidance on the new “QBI” deduction through a series of proposed regulations. The most significant detail in the regulations relates to which activities are considered Specified Service Trade or Businesses that may be completely phased-out of the deduction. The IRS includes specific examples of activities in each field […]

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  • Wilmington's Siegfried Group is still the fastest-growing large CPA firm in the U.S.

    August 24, 2018

    Siegfried was recently featured in a Philadelphia Business Journal article that focused on the Firm’s organic growth rate, which was strong enough for Inside Public Accounting to rank Siegfried as the fastest-growing CPA firm in the United States for the second year in a row. Read the full article here.

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  • After Tax Season Party

    July 5, 2018

    Siegfried Advisory was able to blow off some steam after tax season at The Main Event in Newark, DE. The team was able to relax, enjoy some good food and play some games like shuffleboard, billiards, air hockey, bowling and a pretty competitive game of Laser Tag! Gold Team for the WIN!! What a great […]

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  • Team Supports Leukemia Research by Getting Muddy!

    October 11, 2017

    Siegfried Advisory recently took part in the Leukemia Research Foundation of Delaware’s 9th annual Delaware Mud Run. The Delaware Mud Run is a 5K race with numerous obstacles surrounded by, or consisting of mud. There were crowds of people out to support the event along with live music and local vendors. Tailgating was abundant, as […]

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  • Siegfried makes the Inc. 5000 List...and that's not all!

    October 3, 2017

    The Siegfried Group recently appeared on the annual Inc. 5000, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at a very important segment of the economy – America’s independent entrepreneurs. In addition to its place on the Inc. 5000 list, The Siegfried Group was also named the […]

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  • Forecasting Methods Help Build Relationships

    July 24, 2017

    Our very own Steven Hutchison, CPA, CVA recently penned an articled entitled "Forecasting Methods Help Build Relationships" in the June edition of Practice Management - Tips for Practitioners. Steven picked the topic because it greatly aligned with what Siegfried Advisory is all about and he felt there was a lack of content out in the […]

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  • It's All About Alignment & Connecting...

    July 6, 2017

    We held our annual mid-year Alignment and Connection meeting at the Wilmington Country Club to discuss our 2017 progress thus far and dive deeper into our outlook on the future of Siegfried Advisory.  We started our day with our tradition of a positive focus exercise. Then the group did a D.O.S. Analysis which brought the […]

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