Insights
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Forecasting Methods Help Build Relationships
July 24, 2017
Our very own Steven Hutchison, CPA, CVA recently penned an articled entitled "Forecasting Methods Help Build Relationships" in the June edition of Practice Management - Tips for Practitioners. Steven picked the topic because it greatly aligned with what Siegfried Advisory is all about and he felt there was a lack of content out in the […]
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It's All About Alignment & Connecting...
July 6, 2017
We held our annual mid-year Alignment and Connection meeting at the Wilmington Country Club to discuss our 2017 progress thus far and dive deeper into our outlook on the future of Siegfried Advisory. We started our day with our tradition of a positive focus exercise. Then the group did a D.O.S. Analysis which brought the […]
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Advisory Says Good-bye to Busy Season Blues
June 5, 2017
The Siegfried Advisory team met at Dave & Busters in Philadelphia to celebrate the end of another successful tax busy season. The team celebrated with good food, great company and LOTS of fun and games! From basketball to Mario Kart to Rock’Em Sock’Em Robots, it was a great way to de-stress after the many hours […]
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Siegfried Advisory Goes Over the Edge
May 15, 2017
On May 11, Siegfried Advisory’s very own Erin Schieffer decided to climb down a 17 story building! As part of the Special Olympics of Delaware’s Over The Edge event, Erin rappelled down 17 stories (222 feet!) of the 300 Delaware Avenue building in Wilmington. The “Over the Edge” event allows 100% of all proceeds to […]
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M&A East Conference on September 27-28
April 10, 2017
Siegfried Advisory is excited to be a Gold Sponsor at M&A East Conference on September 27-28 at the Philadelphia Convention Center. Please stop by our booth if you attending the event! M&A East is about dealmaking. . .we create the right environment to maximize your time and make valuable connections with the most senior middle […]
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Siegfried Advisory Wines & Dines
February 10, 2017
Siegfried Advisory hosted their holiday party at Patone Cellars in Landenberg, Pennsylvania on a lovely wintry evening. It was a great time to connect outside of the office while enjoying a beautifully prepared dinner. The host, Mario Patone, treated the group to a fabulous five-course meal cooked over an open fire, with amazing wine pairings […]
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Siegfried Advisory Tries to Escape
January 17, 2017
Recently, the entire Siegfried Advisory team got together to reflect on their 2016 successes and plan for continued growth in 2017. The group took time to reinforce the firm's higher purpose, which is to help People become better Leaders to exponentially improve their Lives! After the meeting, everyone headed over to the Exodus Escape Rooms […]
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Integrate Tax Planning into business forecasting
December 7, 2016
Preparing short-term and long-term forecasts is a valuable process that successful business owners do regularly to plan for future growth and profitability. However, these forecasting models are made difficult by ever-changing tax laws and typically do not factor in taxes at all. At the highest federal and state tax rates, a business’ profits could be reduced by 45 percent if proper tax planning is not performed.
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Siegfried's very own Jeff Osberg wins big!
November 10, 2016
This is the excerpt for your very first post.