-
GREAT ADVICE FROM THE BLOG
A Guide to the Qualified Business Income (QBI) Deduction – Section 199A
The Tax Cuts and Jobs Act (TCJA or the Act) created a complex new deduction for the owners of sole proprietorships and pass-through entities. That deduction — the qualified business income (QBI) deduction or Section 199A— created a LOT of confusion. Read more
-
GREAT ADVICE FROM THE BLOG
Need a Quick-Reference Guide for 2019 and 2018 Federal Tax Deductions and Limits?
The following guide includes many of the most important federal tax amounts for 2019 and compares them to the amounts currently applicable for 2018 tax returns. Read more
-
GREAT ADVICE FROM THE BLOG
Thinking About Buying or Selling or Investing in a Business? Why You Need a Quality of Earnings Report
They say the devil is in the details. There are times when the same might be said of a financial statement. A quality of earnings report is a vital part of due diligence when selling, buying or investing in a business. Read more
-
GREAT ADVICE FROM THE BLOG
Offer Your Employees Paid Family and Medical Leave? What to Know About the Family and Medical Leave Tax Credit
If you’ve held back on providing optional paid leave for financial reasons, a federal general business tax credit created by the Tax Cuts and Jobs Act may fundamentally alter the equation. Read more
-
GREAT ADVICE FROM THE BLOG
Have a Child in College or Moving Out? Why You Need a Health Care Directive
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
-
GREAT ADVICE FROM THE BLOG
A Victim of Identity Theft or Simply Want to Protect Yourself? What to Do Now
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
-
GREAT ADVICE FROM THE BLOG
Losing Out on Real Money? How Manufacturers Qualify for the R&D Tax Credit
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
-
GREAT ADVICE FROM THE BLOG
Own Real Estate? How Tax Reform Changes Real Estate Taxation
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
-
GREAT ADVICE FROM THE BLOG
Receive Stock Options or RSUs from an Employer? You May be Able to Defer Taxable Income With an 83(i) Election
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
ANNOUNCEMENT
Bryan Avery Promoted to Principal
We are delighted to announce that Bryan Avery, CPA has been promoted to Principal in our firm’s tax practice as of January 1, 2019. Bryan has been with Bader Martin for the last seven years and is a leader in our real estate and high net worth practice groups.Bryan provides a blend of tax and advisory services for closely held and family-owned companies, as well as affluent individuals and families. He has extensive experience in partnership, corporate and individual taxation at federal and state levels.
Bryan holds a Bachelor of Science in Accounting/Finance and a Master’s degree in Accounting from Grand Valley State University.
Notably, he was one of only nineteen recipients of the AICPA's 2010 Elijah Watt Sells award (out of over 103,000 candidates) for having earned one of the top cumulative CPA exam scores in the country.
ANNOUNCEMENT
Introducing Our Newest Principal: Judy Courshon, MT, CPA
We are delighted to welcome Judy Courshon, MT, CPA as a principal in Bader Martin's tax practice and a member of our high net worth practice group.Judy has served high net worth families and their family businesses for more than 30 years. She began her career with Deloitte. Most recently she was President of Wellspring Group — a CPA and advisory firm she founded in 2000.
Judy provides high net worth clients with a range of services, including strategic tax planning and preparation, wealth transfer planning, philanthropy and charitable giving, financial management and estate planning.
This specialized expertise and her years of experience make her a valuable addition to the team of prominent professionals in our firm's high net worth practice — including principal and Director of High Net Worth Services Kelly Nelson and principals Susan Queary and Kate Anderson.
After 18 years at Wellspring, Judy was ready for a new opportunity and we're so glad she chose Bader Martin.
Judy formally joined us January 2, 2019.
What our people say
-
DAVID STIEFEL
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.
-
KELLY NELSON
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.
-
SUSAN QUEARY
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.
-
ROBERT NICKLOS
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.
-
RODNEY FUJITA
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.
