Insights
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Tax Deadline Update
March 18, 2020
On March 13, 2020, President Trump issued an emergency declaration in response to the ongoing COVID-19 pandemic that instructed the Secretary of the Treasury “to provide relief form tax deadlines to Americans who have been adversely affected by the COVID-19 emergency.” In response, the Internal Revenue Service officially announced today that the due date for […]
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Siegfried Advisory + COVID-19
Valued Clients, We have been closely monitoring developments around COVID-19. As always, our highest priorities are the safety and wellbeing of our employees, clients, and the communities where we live. We are taking all necessary precautions and encourage all of you to do the same. In light of continuing developments, we are sharing an important […]
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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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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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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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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, […]
