Big Thinking. Personal Focus.

Why Schneider Downs Private Client Services?

Tax and Personal Financial Services

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Estate, Trust and Succession Planning

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Private Family Office

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Philanthropy

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Wealth Management

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Insights

Explaining the Transfer/Advance Payment of Clean Energy Credits and Energy Credits Online Registration

Learn what is needed to elect to transfer New Clean Vehicle Credits and/or Previously Owned Clean Vehicle Credits to auto dealers at the time of purchase.

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New Research and Development Capitalization Requirement Shuffles System

The R&E capitalization requirement under IRC Section 174 has surprised some taxpayers and resulted in a significant increase in their taxable income for 2022. This blog post explains the new requirements and provides tips for minimizing tax liabilities.

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Contractors May Benefit From SALT Cap Workaround

Learn how contractors may be eligible for a sizeable federal income tax deduction by electing to have their pass-through entity (PTE) pay state and local taxes (SALT) at the entity level, avoiding the SALT cap.

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2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Learn more about the 2024 cost-of-living-adjustments for retirement plans and IRAs.

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2023 Legislative & Regulatory Update

Discover the 2023 legislative updates for the tri-state area consisting of Pennsylvania, West Virginia, and Ohio.

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Dumb Money: An Honest Review of the Film Adaptation of the GameStop Short Squeeze

Read more about the lessons to be found in the Dumb Money film.

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Incentive Compensation for Construction Industry Employers

Discover how a nonqualified deferred compensation plan (“NQDC plan”) offers features and advantages to construction industry employers struggling to retain talent.

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