Insights

  • March 2022 Tax Updates and Tips

    March 30, 2022

    PROPERTY TAX PRO TIPS Property taxes are a major source of revenue for local tax jurisdictions. These taxes are largely based on the appraisal of home values. Given the current real estate market, there is a refined focus in this area. Since taxing authorities set their own schedules for assessment, taxpayers in communities with frequent […]

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  • New Client Portal

    February 16, 2022

    Siegfried Advisory (SA) is excited to announce that we have invested in your client experience with us with the introduction of our new client portal!  We have partnered with a software company called Avii to improve your client experience and the way you interact with your team at Siegfried Advisory. Avii is a workspace that allows […]

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  • Early 2022 Tax Deadlines

    Hello and happy new year! As we move into the new year, the deadlines for 2021 compliance start to sneak up rather quickly. Below is a summary of the upcoming due dates in the early part of 2022: 1/17/22 – 4th quarter 2021 estimated payments are due 1/31/22 – Form 1099 & W-2 filings are due to […]

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  • Fall 2021 Tax Updates

    November 18, 2021

    The 2017 Tax Cuts and Jobs Act introduced a $10,000 limit on the amount of state and local tax (SALT) deductible on individual tax returns. Several states have enacted legislation that allows for SALT deductions at the entity level for pass-through entities. This will allow an opportunity for members and partners in pass-through entities to […]

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  • Year-End Tax Planning

    It’s that time of year to focus on year-end tax planning. With Biden's proposed tax legislation changes, 2021 is an important year for tax planning for you and your business. Early planning will allow us ample time to work together to implement tax-favorable strategies, providing tax savings this year and in the years to come. […]

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  • Quickly Approaching Tax Deadlines Reminder

    January 13, 2021

    There are two important tax deadlines over the next three weeks! Please see below for more information. Q4-2020 Estimated Payments Due January 15th, 2021 The final payment for 2020 estimated taxes is due this Friday, January 15th.   If you required additional tax planning, or need a revised copy of your vouchers or online payment instructions, […]

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  • Important Year-End Updates from Siegfried Advisory

    November 19, 2020

    Hello! As 2020 comes to an end, we wanted to share a few important year-end updates. Election Updates Pending the outcome of legal challenges brought by the campaign and supporters of President Donald Trump, with an inauguration on January 20, 2020, Joe Biden presumably will become the 46th President of the United States. The White House […]

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  • TAX PLANNING AND THE IMPENDING ELECTION

    October 26, 2020

    Tax planning is an exercise that many individuals visit with their tax advisors in the later months of each year to ensure that they are taking advantage of all of the potential tax opportunities that are available for their specific situation. This year, being an election year, throws a wrench in the typical considerations of […]

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  • 2016 Protective Refund Claim – ACA Taxes

    July 14, 2020

    Recent months have been punctuated by new legislation owing to continual shifts in the economic landscape. More changes could be on the horizon. The 2010 Patient Protection and Affordable Care Act (ACA) imposed a “shared responsibility payment” for individuals that did not maintain “minimal essential health coverage”. In 2017, the Tax Cuts and Jobs Act […]

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