Tax

Filter Blog Posts

Archive

December 20, 2023/Tax

2023 Year-End Tax Planning for Individuals

With rising interest rates, inflation, and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach yearend, now is the time for individuals, business owners, and family offices to review their 2023 and 2024 tax […]

November 2, 2023/Tax

2023 Taxable Fringe Benefits Reminder

As the end of 2023 quickly approaches, we would like to remind you of the importance of reporting the proper inclusion of common fringe benefits in an employee’s, officer’s, and/or shareholder’s taxable wages.

May 8, 2023/Tax, Family Wealth

We May Never See a Better Environment for Transferring Wealth … Here’s Why

A unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025.

January 4, 2023/Tax

January Tax Filing Information

As the end of 2022 quickly approaches, we would like to remind you of the importance of reporting the proper inclusion of common fringe benefits in an employee’s, officer’s, and/or shareholder’s taxable wages.

Smith Leonard PLLC Names Three New Partners

Smith Leonard is pleased to announce Patrick Willis as its newest Tax Partner/Member. He is a key technical resource for the firm, a mentor to many staff members, and an integral part of the tax leadership team.

Smith Leonard Adds New Team Members

Smith Leonard is delighted to announce the addition of Jennifer Barbee-White and Jeanette Balazsi to the SL team.

November 3, 2022/Tax

2022 Taxable Fringe Benefits Reminder

As the end of 2022 quickly approaches, we would like to remind you of the importance of reporting the proper inclusion of common fringe benefits in an employee’s, officer’s, and/or shareholder’s taxable wages.

January 3, 2022/Tax

January Tax Filing Information

As we ring in the new year, SL would like to remind you that January tax filings are just around the corner. In addition to annual W-2’s, this alert highlights several of the upcoming filing requirements for payroll and other informational reporting and compliance matters.

December 15, 2021/Tax, Press Release

Announcing Patrick Willis as Partner

Smith Leonard is pleased to announce Patrick Willis as its newest Tax Partner/Member. He is a key technical resource for the firm, a mentor to many staff members, and an integral part of the tax leadership team.

December 8, 2021/Tax

2021 Reminder Regarding Common Taxable Fringe Benefits

As 2021 draws to a close, we would like to remind you of the importance of reporting the proper inclusion of common fringe benefits in taxable wages for employees, officers, and shareholders. Fringe benefits are defined as a form of pay-for-performance of services given by a company to its employees as a benefit and must be included in an employee’s pay unless specifically excluded by law.

Back to top