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February 22, 2024/wealth advisory, Family Wealth, Tax

We May Never See a Better Environment for Transferring Wealth … Here’s Why

It may seem that there will always be time to address estate planning. However, a unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025.

February 19, 2024/Tax

2024 Tax Legislation Update

On January 31st, the U.S. House of Representatives passed the “Tax Relief for American Families and Workers Act of 2024” (H.R. 7024); however, prospects for passage in the Senate remain uncertain.

January 5, 2024/Tax

January Tax Filing Information

In addition to annual W-2s, this alert highlights several of the upcoming filing requirements for payroll and other informational reporting and compliance matters.

December 29, 2023/Tax, Press Release

Announcing Ben Duckett as Tax Partner

Smith Leonard is pleased to announce Ben Duckett as its newest Tax Partner. He is a key technical resource for the firm, a mentor to many staff members, and an integral part of the tax leadership team.

December 20, 2023/Tax

2023 Year-End Tax Planning for Individuals

With rising interest rates, inflation, and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach yearend, now is the time for individuals, business owners, and family offices to review their 2023 and 2024 tax […]

November 2, 2023/Tax

2023 Taxable Fringe Benefits Reminder

As the end of 2023 quickly approaches, we would like to remind you of the importance of reporting the proper inclusion of common fringe benefits in an employee’s, officer’s, and/or shareholder’s taxable wages.

May 8, 2023/Tax, Family Wealth

We May Never See a Better Environment for Transferring Wealth … Here’s Why

A unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025.

January 4, 2023/Tax

January Tax Filing Information

As the end of 2022 quickly approaches, we would like to remind you of the importance of reporting the proper inclusion of common fringe benefits in an employee’s, officer’s, and/or shareholder’s taxable wages.

Smith Leonard PLLC Names Three New Partners

Smith Leonard is pleased to announce Patrick Willis as its newest Tax Partner/Member. He is a key technical resource for the firm, a mentor to many staff members, and an integral part of the tax leadership team.

Smith Leonard Adds New Team Members

Smith Leonard is delighted to announce the addition of Jennifer Barbee-White and Jeanette Balazsi to the SL team.

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