Insights

  • August 2022 Tax Updates

    August 8, 2022

    Important Tax Updates

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  • Crime and Cryptocurrency: Investors Beware

    January 14, 2019

    People are taking about cryptocurrency. And with so much interest in the topic, Siegfried Advisory’s Alyzabeth Smith, along with Judith Herron, CPA, recently published an article on CPA Now, a blog from the Pennsylvania Institute of CPAs. The article, which focuses on cryptocurrency and crimes that could be associated with it, can be found in […]

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  • Shaun Menkhaus earns Certified Valuation Analyst designation

    December 31, 2018

    Siegfried Advisory would like to congratulate Shaun Menkhaus for becoming a Certified Valuation Analyst (CVA)! Through training and rigorous testing, CVAs demonstrate they are qualified to provide capable and professionally executed valuation services.  The CVA designation is an indication to the business, professional, and legal communities that recipients have met the rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation, financial […]

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  • Siegfried Advisory Hosts Semi-Annual Meeting

    December 10, 2018

    Our team recently came together in the nearby 1201 Connect Conference space for our semi-annual meeting.  The focus of the day was sharing details about this year's successes and our vision for 2019. Additionally, we discussed our strategy as it relates to our focus areas of Leadership, Financial, and Tax Advisory, as well as our […]

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  • Siegfried Advisory's Jeff Osberg Makes a Name in Philly's Amateur Golf Scene

    September 17, 2018

    Our very own Jeff Osberg was recently highlighted in an article in Global Golf Post titled "Osberg Makes a Name in Philly Amateur Scene." The article, which declares Philadelphia as "one of the best places for a competitive amateur to hang his golf visor," provides insight from Osberg about the delicate balance between the office, […]

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  • Siegfried Advisory Hosts Client Appreciation Dinner

    February 12, 2018

    To show our gratitude for the relationships we have built with our clients, as well as to celebrate our collective successes, we recently hosted a client appreciation dinner at Sullivan's Steakhouse in Wilmington, DE. Our guests shared stories during the evening as a testament to our higher purpose, which is to help people transform themselves […]

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  • What could the new tax legislation mean for you?

    December 1, 2017

    The House recently passed the Tax Cuts and Jobs Act, and on November 28, the Senate budget committee passed their version of the bill. Now, the two Chambers will need to reconcile any differences to produce one version. Legislation of this magnitude has not been seen in more than 30 years, and there is pressure to […]

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