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

Pillar Two is Here; Is Your Company Ready?

Explore the BEPS Pillar Two tax framework, which includes the Global Anti-Base Erosion (GloBE) tax that aims to ensure multinational companies with over €750 million in revenue pay at least a 15% minimum tax rate globally.

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SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2024 by NAPA

Learn more about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2024 by National Association of Plan Advisors.

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Investment Corner with Jason & Sean: The Last Mile of the Inflation Race May Be the Hardest

Learn more about the U.S. inflation rates over the past few years.

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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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