At SD Mayer, we pride ourselves on equipping clients with the tools that will help you achieve your financial goals – whether individually or for your business. We keep our pulse on the ever-changing financial landscape, and our advisors are always cultivating new tax and wealth management resources.
Whether you’re looking for information about retirement, college planning, taxes, portfolios, audits, or any money matters in between, we have an expert on hand who can bring you the most dynamic thought leadership in the industry. We invite you to explore our extensive knowledgebase here and, if you still have unanswered questions or would like to set up an initial consultation with one of our financial experts, get in touch with us online. We’d love to hear from you.
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Nov 9, 2021 •
We all know college is expensive. Fortunately, there are two sizable federal tax credits for higher education costs that you may be able to claim. The American Opportunity credit generally provides the biggest benefit to most taxpayers. It offers a maximum benefit of $2,500. But it phases out based on…
Nov 9, 2021 •
The purpose of a corporation has shifted to reflect modern concerns. Instead of focusing exclusively on maximizing shareholder value, the Business Roundtable’s updated Principles of Corporate Governance recognizes the importance of employees, suppliers, customers, lenders and communities to building long-term corporate value. The statement urges companies to adopt sustainable business…
Nov 9, 2021 •
As teachers head back to school, they often pay expenses for which they don’t receive reimbursement. Fortunately, they may be able to deduct some of them on their tax returns. You don’t have to itemize your deductions to claim this “above-the-line” tax break. For 2019, educators can deduct up to…
Nov 9, 2021 •
Investment advisors aren’t just for large not-for-profits. Even smaller nonprofits with modest endowments can benefit from hiring an investment manager. Ask peer organizations and board members to suggest qualified individuals with nonprofit endowment experience. Candidates should submit detailed proposals about how they’d manage your nonprofit’s money and their preferred compensation…
Sep 27, 2023 •
At most companies, employees use smartphones for work one way or another. Business owners may wish to address this usage under a fringe benefits policy, but there are tax rules to consider.
From adulting to financial security, we have e-book resources covering a wide range of wealth management topics. The best part? 100% of profits from book sales go to The 5 Buckets Foundation, providing financial literacy support for young adults heading into adulthood.
