Industry Focus and 2019 Year-End Tax Planning for Professional Services Firms

The professional services industry is a wide-ranging, highly fragmented segment of the global economy, and it is currently responsible for about 9.4 million jobs in the U.S. alone. It’s a unique industry in that profits are derived from employees’ skills and service offerings; while this makes working in professional services exciting and fulfilling, it also … Continued →

How Planning for Retirement Is Also an Effective Year-End Tax Strategy

The end of the year is an ideal time to take a look at personal taxes and make smart moves before December 31 to minimize tax obligations. One thing to keep in mind whether retirement is on the horizon or not is that by simply contributing to certain types of retirement accounts, your taxable income … Continued →

Posted in Uncategorized

2019 Year-End Tax Planning for High Net Worth Taxpayers 

Are you worried that you might be hit with a big tax bill at the beginning of next year? If you aren’t sure of your personal tax situation, it’s time to have a conversation with your CPA. You still have options, but it’s best to act before the end of 2019. Talking with your tax … Continued →

2019 Year-End Tax Planning for Businesses

The end of the year often means more spending for business owners. Office parties, client gifts, and traditional holiday bonuses can add up and put the squeeze on your bottom line. But we have a few tax planning strategies that can help increase your cash flow just in time for the new year.  Because the … Continued →

2019 Year-End Tax Planning Advice for Commercial Real Estate Investors and Owners, and 2020 Outlook

Naden/Leans’ industry expertise includes manufacturing, technology, professional services, healthcare, nonprofit, restaurants, and this month’s focus: commercial real estate. In October’s Industry Focus, we explore the industry trends impacting decisions for 2020 and options for 2019 year-end tax planning. Do you have a stake in the commercial real estate (CRE) sector? At this time of year, it’s … Continued →