Research indicates that slightly more than 30 percent of parents start to save for their child’s college education by the time the child is two years old. To provide a tax-advantaged way to save, Congress legislated the original 529 plan in 1996. Read more
When your child is an adult the law may prevent you from making critical medical decisions or even gaining access to medical information. Without a signed health care directive, a parent might need to gain the approval of a court to act on behalf of an adult child. Read more
At a time in the not-too-distant past, business was typically conducted over drinks, and possibly food. Often with entertainment, maybe a sporting event. With tax reform, changes to the federal tax code significantly limit such deductions on the part of businesses. Read more
The Supreme Court ruled that a physical presence is not necessary for a state to require that companies selling to customers in the state collect and remit sales tax. In other words, the Supreme Court ruling overturned the Quill v. North Dakota decision on physical presence nexus. Read more
If you’ve already been the victim of identity theft, it’s critically important to take action immediately. And if you haven’t had your identity stolen — yet — you’re one of the fortunate ones. Take the basic steps to protect yourself now, as prevention is always best. Read more
Companies often wildly underestimate the value of the things they routinely do to enhance their manufacturing processes or implement quality improvements. In doing so, they miss the opportunity that the R&D tax credit offers to provide cash for their operations. Read more
Congress enacted the most significant changes to the federal income tax rules in three decades. The changes are a complex, 500-page piece of legislation that will have a major impact on how real estate is taxed in the U.S. Read more
Who was it that said there are downsides to everything? The original intent of tax reform was to reduce taxes and enhance finances. But for many not-for-profit organizations, the consequences may be the opposite. Read more
Dramatic rate reductions for C corporations. A major new deduction for other businesses. Expanded expensing. Loosened rules for cash-basis accounting… The Tax Cuts and Jobs Act changes the way manufacturing businesses are taxed. Many of its provisions are helpful. Others not so much. Read more
If you are a qualified employee and exercise stock options or settle restricted stock units in return for vested stock, you may be able to defer the resulting income for up to five years. Read more
We're in the success business at Bader Martin. Naturally, we make sense of the numbers. But we see traditional accounting services as just the beginning of our work. For us, success happens when we go beyond debits and credits to get to the heart of our clients' needs.
We start our working relationship by listening. We get to know you well, to understand your needs and concerns, as well as the challenges and opportunities you face throughout the year. Together, we bring your goals into clear focus. Then we roll up our sleeves and get to work for you.
We give great advice at Bader Martin. But here, success is also in the relationships we build, because without a personal understanding of you and your goals, the most sophisticated advice is just, well… numbers.
Some things you just have to do right the first time, or you risk locking in problems and limiting potential. That's where we come in.
At Bader Martin, you'll find professionals with the focused expertise, and the depth and breadth of experience, to contribute to your success. Nearly all of our principals have worked for national CPA firms — eleven years, on average — and some have also worked as senior executives in private and public companies.