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IRS Gave the Gift of Higher Estate and Gift Tax Limits for 2023

Learn more about how you can give tax-free gifts in 2023 due to Rev. Proc. 2022-38. ...

IRS Gave the Gift of Higher Estate and Gift Tax Limits for 2023

5 Key Indicators Your Human Capital Needs Digital Transformation

Learn how digital transformation can maximize the value of an organization's human capital.

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Estate and Succession Planning: Eat the Elephant!

Read Part One of our Exit and Succession Planning Series on why it's never too early to begin forming your estate plan.

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A Sigh of Relief for Beneficiary IRA Owners

Read the latest updates regarding relief for beneficiary IRA owners due to Notice 2022-53 released in early October by the IRS.

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New Phishing Scam Targets Verified Twitter Accounts

Learn more about a new phishing campaign targeting verified Twitter users.

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Want More Money? Start Investing Early

Read more on the best retirement savings options for young adults based on their tax bracket.

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5 Key Indicators Your Technology Needs Digital Transformation

Learn how digital transformation can maximize the value of an organization's technology investments.

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Our Clients' Thoughts On Schneider Downs

"The People, Expertise in their field, and professionalism is important to me. . They help guide my business and personal life with tax preparation and planning..
I have dealt with Julie and Henry for over 20 years on a weekly level and am completely satisfied"

"Relative to the partners in charge of our relationship, Don & Dan - they have been associated with our companies for over 20 years ! They are both relationship oriented, they have "extensive" knowledge of the Company and its direction, are solid advisors to senior leadership and have had significant impact on our Company."

"Schneider Downs has been a valued advisor to our organization. They understand us and our industry and can provide guidance and insight that is appropriate to our circumstances."

"Everyone we deal with at Schneider Downs shows that they care about our business and personal concerns. They are always available to us and are very responsive. They have been with us for a long time and we are thrilled with their performance."

"We are a long time customer and value the service provided."

"Steve & Kevin are great getting our work done on time. Steve is very proactive with our dealerships and the owners with respect to saving income or estate taxes. Steve is the 'Best of the Best"."

"This was the first year the team at SD worked with us, but I thought they did a great job. Very responsive and kept the lines of communications open with any questions/concerns."

"Quality Staff and Management."

"I have been working with Schneider Downs for 20 years. Everyone that I have worked with has been professional, courteous, and supportive of the work we d0. As the business has grown over the years, Schneider Downs has made a point in making us aware of the different accounting changes. As we develop new programs, they are a resource that we can go to in order to make good business decisions. I truly enjoy working with the staff!"

"Consistent quality service over an extended relationship."

Best Account 2021
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