News and Announcements

Business planning is a 12-month activity and year-round process. Throughout the year, individuals and businesses evaluate past and future strategies. Dedicated to building stronger client relationships, we proactively monitor federal and state regulatory issues impacting individuals and businesses. Recognizing every client is different, we welcome the opportunity to discuss each situation.
Additionally, these updates and announcements provide a glimpse of our Firm’s workplace culture. Our reputation is built on delivering stellar client service¬†through exceptional professionals. Focused on helping clients grow their businesses, we¬†also aim to develop future leaders.

New Tax Law | Charitable Giving

Important new tax changes may mean charitably-minded individuals might consider new giving strategies and evaluate appreciated stock and donor-advised funds. Insights into giving strategies are included in this article. Continue reading

Patrick Rae, CPA Receives CCIFP Designation

Wallace, Plese + Dreher congratulates Patrick Rae, CPA on receiving his Certified Construction Industry Financial Professional (CCIFP) designation. Continue reading

Multistate Taxes | Nexus

No matter where your company is headquartered, you probably conduct business across other state borders. How do taxes work across state borders? Read further for guidance on compliance and multistate taxes. Continue reading

Real Estate in Your IRA

Traditionally, IRAs contain funds or individual securities, but it is possible to put other kinds of investments into these accounts, including real estate. There are rewards and potential risks with this strategy. Continue reading

Wallace, Plese + Dreher Promotes Scott M. Bromley, CPA to Tax Senior Manager

Wallace, Plese + Dreher (WP+D) promoted Scott M. Bromley, CPA to Tax Senior Manager. Continue reading

Padding Tax Deductions is a Risky Proposition

Benjamin Franklin said, “In this world, nothing can be said to be certain, except death and taxes.” With that in mind, it is best to be prepared, at least financially, for taxes and tax season each year. Continue reading

Tax Cuts and Jobs Act | TCJA

In 2018, changes to individual and corporate income tax rates become effective under the new tax legislation called the Tax Cuts and Jobs Act (TCJA). For example, TCJA drops the corporate income tax rate to 21% and modifies individual rate brackets. Read further for full details. Continue reading

2017 Last-Minute Tax Planning Under the New Tax Law

With only a few days left in 2017, there is still time to make last-minute changes to your finances. The new tax reform law is changing the tax landscape radically, and you can take advantage of its provisions, or avoid its repercussions, with some clever moves before January 1, 2018. Continue reading

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