Naden/Lean LLC
Menu
  • Call Us: 800-772-1065
  • Local: 410-453-5500

Check us out on BrokerCheck

Quick Links ▾
  • Client Portal
  • Pay Online
  • File Share
  • Tax Notebook
  • Facebook
  • Twitter
  • LinkedIn
  • Home
  • About
    • About Us
    • Our Story
    • Equity Members
    • Directors & Principals
    • Careers
  • Services
    • Tax, Accounting & Business Consulting
    • Investment & Retirement Planning
    • Dental CPAs
    • Dental Practice Sales
  • Resources
    • Case Studies
    • Financial Calculators
    • Tax Tips
  • News & Events
    • News & Events
    • Articles of Information
    • Press Releases
  • Contact Us

Podcasts

Financial Planning Tips for December 31, 2019

Posted on December 6, 2019

The end of the year is almost upon us. While the CPAs at Naden/Lean are preparing for tax season, our clients and their families can use this time to wrap … Continued →

Posted in Uncategorized

Tagged with 2019 taxes, 401k, capital gains, charitable deductions, estate planning, financial planning, IRAs, tax loss

2019 Year-End Tax Planning for Estates and Trusts 

Posted on November 30, 2019

If you’ve been putting estate planning on the back burner, you’re not alone. Only 40 percent of Americans have a will or a trust, according to a recent survey. That … Continued →

Posted in Uncategorized

Tagged with 2019 taxes, 2019 year-end tax planning, estate planning, estate taxes, estates and trusts, probate, Tax Tips, trusts, wealth planning

Looking Back: Important Tax Changes for Businesses in 2019

Posted on November 25, 2019

With tax season getting ready to kick into high gear, it’s important to remember how much has changed for businesses since the Tax Cuts and Jobs Act (TCJA) was passed … Continued →

Posted in Uncategorized

Tagged with 2019 taxes, 2019 year-end tax planning, business taxes, employee benefits, executive compensation, Tax Tips, year end tax planning

2019 Year-End Tax Planning for High Net Worth Taxpayers 

Posted on October 28, 2019

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 … Continued →

Posted in Uncategorized

Tagged with 2019 taxes, 2019 year-end tax planning, gift planning, high net worth, investment planning, tax planning

2019 Year-End Tax Planning for Businesses

Posted on October 20, 2019

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 … Continued →

Posted in Blog

Tagged with 2019 taxes, 2019 year-end tax planning, QBID, Qualified Opportunity Zones, Sec. 179, Section 199A, small business accounting

Posts navigation

← Older Posts

About

  • About Us
  • Our Story
  • Equity Members
  • Directors & Principals
  • Careers

Resources

  • Resources
  • Case Studies
  • Financial Calculators
  • Tax Tips

News & Events

  • News & Events
  • Articles of Information
  • Press Releases
  • Blogs
    • Dental CPAs Blog
    • NL Transitions Blog
    • NL CPAs Blog

Other Services

  • Tax, Accounting & Business Consulting
  • Investment & Retirement Planning
  • Dental CPAs
  • Dental Practice Sales

Get Started Today

captcha
Peer Review
  • Facebook
  • Twitter
  • LinkedIn
  • © 2023 Naden/Lean LLC. All Rights Reserved.
  • Firm License Number: 27589
  • Privacy Policy