If you’ve been connected to any media outlets, especially related to politics, then I’m sure you have heard of the new developments by the Trump Administration to overhaul the tax code. On Wednesday, April 26, Secretary of the Treasury Steve Mnuchin announced an outline for the proposed tax plan. I’m here to help you understand […]
Whether you own a family business, you’re a farmer, have a real estate partnership, a construction company or a family partnership, taking the time to review your estate plan at the end of the year is important. The IRS is proposing a big change in the world of estate planning. Does your business fall under […]
We have now entered the 2nd half of the year. School has started, the 2016 Rio Olympics have come to a close, and congress is tweaking tax laws (more specifically tax return due dates). Yes, I consider that a highlight, given the amount of time it has taken congress to make changes in the tax […]
A client of mine is a small business owner (Let’s call him Ted). I’ve worked with Ted assisting him with tax planning and structuring as well as overall financial planning. He’s one of the hardest working individuals I know and has put his sweat, blood and tears into his business. After 15 years of running […]
Whenever tax season comes around, I am always reminded of the mass amount of paperwork I have sitting in my filing cabinets that I rarely take out or use. My cabinet consists of tax documents, brokerage statements, bank statements and mail that all needs to be shredded, as it’s riddled with my personal information. […]
Exactly 8 years ago, I started my first day as a tax intern at a CPA firm in Chicago. I remember feeling the stress of everyone coming in for their annual meeting with our CPAs and thinking “what’s the big deal?” Shortly thereafter, I had started on several tax returns but had them sitting in […]
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about the authors
Managing Director and Partner with Scannell Wealth Management at HighTower, shares his thoughts on entrepreneurship and small business ownership with you each week! Located in Valparaiso, IN, Tim serves on several local and regional boards in support of entrepreneurs and business owners.
is a Certified Financial Planner (CFP®) Certificant at Scannell Wealth Management. He is also a member of the U.S. Marine Corps Reserves with a passion for fiduciary wealth management. Through The Market Recruit, Wes shares his advice and thoughts on the investing and financial planning for newlyweds, millennials and entrepreneurs.
is the Manager of Financial Planning at Scannell Wealth Management. He is a CPA as well as a Registered Representative John has worked 2 years as a CPA at a private firm and 6 years at the IRS. Framing success is a blog that will illuminate and clarify many aspects of tax planning and investments. Through John’s experience, he will provide insight into the inner workings of the tax industry.
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