Financial Planning Tips for December 31, 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 up financial loose ends. Some items on this list are obvious and most taxpayers know to look out for them, like charitable contributions and maxing … Continued →

2019 Year-End Tax Planning for Estates and Trusts 

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 leaves the remaining 60 percent without any legal say in how their assets are distributed after death.  Most individuals point to procrastination as their top … Continued →

Looking Back: Important Tax Changes for Businesses in 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 in late 2017.  You may remember that the new tax law opened up tax saving opportunities for many businesses–like the new 100 percent first-year bonus … Continued →

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 →