Insights
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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. […]
