• 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.

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  • Reflecting on 2022

    December 29, 2022

    Before we look to 2023, there is often value and perspective to be gained from reflecting on the past.

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  • August 2022 Tax Updates

    August 8, 2022

    Important Tax Updates

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  • 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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