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

Fiduciaries and Excessive Fee Litigation

As a retirement plan fiduciary, it’s your responsibility to ensure that fees associated with your plan are reasonable relative to the services rendered.

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Pennsylvania EITC Applications Open July 1

The period for applying to Pennsylvania’s Education Improvement Tax Credit (EITC) program begins July 1 for new applicants. The program is very popular

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Definitions of Real and Incidental Property in New Like-Kind Exchange Regulations

Like-kind exchanges have been a vehicle for tax gain deferral since §1031 was added to the Internal Revenue Code in 1921. Put simply, §1031 allows

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The Supreme Court and Affordable Care Act Constitutionality - Protecting Your Ability to Recover Prior Year Federal Taxes

The U.S. Supreme Court has agreed to hear a case regarding the constitutionality of the Affordable Care Act (ACA). Without going into all the details,

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IRS Guidance Provided on the Silo of CARES Act NOLs

Enacted as part of the Tax Cuts and Jobs Act in 2017, Section 512(a)(6) of the Internal Revenue Code (IRC) provides that an exempt organization subject

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Additional Guidance and Relief for Opportunity Zones from the IRS

As the country begins to (somewhat) return to normal, real estate investors involved in both qualified opportunity funds (QOFs) and qualified opportunity

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Volatility is Back … and It is Here to Stay

By Jason Staley, CFA, CAIA® Investment Relationship Manager/Director of Research and Due Diligence Schneider Downs Wealth Management Advisors, LP One

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102