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April 3, 2024/Furniture Insights

March 2024 Furniture Insights®

The general outlook for the remainder of the year has deteriorated due to concerns about future business conditions, jobs, and the political environment. Read more in our latest Furniture Insights®.

March 8, 2024/Furniture Insights

ESOP FAQs: Frequently Asked Questions Related to Employee Stock Ownership Plans

Employee ownership can be an attractive option for owners looking to sell their business while maintaining their legacy and protecting the well-being of employees. The following article answers common questions related to the creation, financing, valuation, and tax benefits of employee stock ownership plans (ESOPs). What is an ESOP? An ESOP — employee stock ownership […]

February 29, 2024/Furniture Insights

February 2024 Furniture Insights®

There is cautious optimism about 2024 within the industry. Hopes that recent trends and positive outlooks will outweigh the negative factors. Read more in our latest Furniture Insights®.

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 31, 2024/Furniture Insights

January 2024 Furniture Insights®

The general economic indicators as well as our monthly stats continue to provide mixed results and accordingly, mixed expectations for 2024. Read more in our latest Furniture Insights®.

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.

Smith Leonard PLLC Announces Retirement of Founding Partner Ken Smith

Smith Leonard PLLC, a leading Triad-based accounting firm, announces the retirement of Ken Smith, Founding and former Managing Partner, effective December 31, 2023.

January 2, 2024/Furniture Insights

December 2023 Furniture Insights®

Ken Smith shares his thoughts as he prepares to enjoy retirement, with a final thought that maybe the industry can start to plan for more normal fluctuations in their expectations for business.. Read more in our latest Furniture Insights®.

January 1, 2024/Press Release

Smith Leonard Announces 2024 Staff Promotions

Congratulations to our 17 team members who received promotions to start 2024, including our new tax partner Ben Duckett. We are so proud of their accomplishments and the tremendous value they bring to the firm and our clients. Ben Duckett, Tax Partner Mark Parsells, Assurance Experienced Manager Alex Putzer, Assurance Experienced Manager Kady Whan, Assurance […]

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