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

Financial Planning for Blended Families

Learn more about some of the most important topics to cover when creating a financial plan.

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Not-For-Profit Tax Credit Opportunities Included in the Inflation Reduction Act

Learn more about the main goals of the Inflation Reduction Act ("Act").

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E-Filing for Form 990-T and Form 1120-POL Temporarily Unavailable

Learn more about the temporarily unavailable e-filing for form 990-T and form 1120-POL.

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Building Innovation: Navigating the Terrain of R&D Tax Credits for Real Estate Developers

Read more about business activities related to real estate development that may qualify for the R&D tax credit.

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Proposed American Families and Workers Act of 2024 Legislation – Status Update

Read more about the status update on the Tax Relief for American Families and Workers Act (the Act).

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Corporate Transparency Act Held Unconstitutional – Higher Courts Will Likely Have an Opinion

Read more on what this ruling means for most small business entities.

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Investment Corner with Jason & Sean: Short-Term Yields Are Attractive… But are They Deceiving? 

Learn more about how to lock in yields for the next several years.

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