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.
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 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.
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 […]
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 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.
December 29, 2022/Accounting and Auditing, Tax, Press Release
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.
December 22, 2022/Accounting and Auditing, Tax, Press Release
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.