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Tis the Season: Unwrapping the Top Holiday Scams of 2023

Learn about some of the top online scams circulating this holiday season. ...

Tis the Season: Unwrapping the Top Holiday Scams of 2023

Holiday Spending and Budgeting

Read more on Wealth Management's top tips to stay ahead of seasonal spending this year.

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Achieve Financial Freedom with the Help of Basic Financial Ratios

Learn how you can achieve Financial Freedom and what basic financial ratios you can use to create building blocks for creating a successful financial plan.

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ESMA produces Final Report on SFDR RTS

Learn more about the European Security and Markets Authority's final regulatory technical standards regarding the Sustainable Finance Disclosure Regulation.

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Marginal Well Credit Back to Zero for 2023 Tax Year

Learn more about Notice 2023-58 the recent release from the IRS and see if you qualify.

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The Pros and Cons of I-Bonds

Weigh the benefits and drawbacks of I-Bonds for your investment strategy.

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Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

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Our Clients' Thoughts On Schneider Downs

"Overall knowledge of business and industry along with excellent staff - client interaction, feedback and quality of work."

"We have a solid relationship with our team"

"Since we starting with Schneider Downs late last year they have provided the best service possible. Every time I call with a question or problem they are extremely quick to response. Couldn't ask for a better company."

"I have found Schneider Downs team members at every level that I've interacted with to be knowledgeable, professional, thorough, responsive and respectful. Schneider Downs is large enough to have the resources to serve our group of entities but small enough to be approachable and to take our tax related and business needs seriously."

"Schneider Downs does a great job for us in the audit, tax, and wealth management areas."

"My experience with Schneider Downs has consistently been excellent. For the past 18 months, while experiencing the many facets of COVID, the Schneider Downs team has been exceptional. The frequent consultations, CFO forums, sharing of best practices, etc. has provided excellent benefits in a unique and unpredictable environment. More than providing necessary services, they are a terrific resource for our institution.
"

"We have experienced consistently good client service over 5 years running now."

"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!"

"Patrick as been very responsive to our needs. Checks in and looks for ways to assist with our projects."

"I have always had a good relationship with Schneider Downs because of their ability to quickly answer my questions and advise me appropriately."

Best Account 2021
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