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 … 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 … Continued →
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 … 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 … 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 … Continued →