Insights

  • Pennsylvania Electronic Payment Requirements

    July 19, 2022

    Details about electronic payment requirements in Pennsylvania

    Continue Reading

  • June 2022 Tax Updates and Tips

    June 8, 2022

    Important tax updates

    Continue Reading

  • March 2022 Tax Updates and Tips

    March 30, 2022

    PROPERTY TAX PRO TIPS Property taxes are a major source of revenue for local tax jurisdictions. These taxes are largely based on the appraisal of home values. Given the current real estate market, there is a refined focus in this area. Since taxing authorities set their own schedules for assessment, taxpayers in communities with frequent […]

    Continue Reading

  • New Client Portal

    February 16, 2022

    Siegfried Advisory (SA) is excited to announce that we have invested in your client experience with us with the introduction of our new client portal!  We have partnered with a software company called Avii to improve your client experience and the way you interact with your team at Siegfried Advisory. Avii is a workspace that allows […]

    Continue Reading

  • Early 2022 Tax Deadlines

    Hello and happy new year! As we move into the new year, the deadlines for 2021 compliance start to sneak up rather quickly. Below is a summary of the upcoming due dates in the early part of 2022: 1/17/22 – 4th quarter 2021 estimated payments are due 1/31/22 – Form 1099 & W-2 filings are due to […]

    Continue Reading

  • Fall 2021 Tax Updates

    November 18, 2021

    The 2017 Tax Cuts and Jobs Act introduced a $10,000 limit on the amount of state and local tax (SALT) deductible on individual tax returns. Several states have enacted legislation that allows for SALT deductions at the entity level for pass-through entities. This will allow an opportunity for members and partners in pass-through entities to […]

    Continue Reading

  • Year-End Tax Planning

    It’s that time of year to focus on year-end tax planning. With Biden's proposed tax legislation changes, 2021 is an important year for tax planning for you and your business. Early planning will allow us ample time to work together to implement tax-favorable strategies, providing tax savings this year and in the years to come. […]

    Continue Reading

  • June 2021 Tax Updates

    June 29, 2021

    ACA Update On June 17, 2021, a decision was rendered by the Supreme Court in CALIFORNIA, ET AL. v. TEXAS, ET AL. The challenge to the constitutionality of the Affordable Care Act was denied, leaving the law intact. Advance Payment of Child Tax Credit Starting in July, the IRS will begin issuing advance payments of the temporarily […]

    Continue Reading

  • April 15 Deadline Reminder

    April 14, 2021

    Although the IRS and many state and local jurisdictions have extended the 2020 Individual tax filing deadline to May 17, 2021, there are a handful of tax filings and payments that still adhere to the original April 15th deadline. The tax filings that are still due this Thursday include corporation, gift, and trust filings as well […]

    Continue Reading

You are using an unsupported version of Internet Explorer. To ensure security, performance, and full functionality, please upgrade to an up-to-date browser.