2019 Year-End Planning for Individuals
Click the link to download our year-end planning letter for individuals.
2019 Year-End Planning for Businesses
Click the link to download our year-end planning letter for businesses.
Employee Spotlight: Sidney Smith, Administrative Assistant
This quarter, we are highlighting Sidney Smith for our Team Member Spotlight. Sidney has been serving as the Administrative Assistant for The Shealy Group since October of 2016, and has been invaluable since day one! She is responsible for many office duties,...
Employee Spotlight: Brenda Schluter, CPA, CGMA. Senior Accountant/Consultant
For our 3rd edition of Team Member Spotlight, we are featuring Brenda Schluter! As a consultant with The Shealy Group since 2006 and prior to that the Principal of her own firm for 15 years, Brenda has provided professional services as a Certified Public...
Celebrating National Small Business Week!
In honor of National Small Business Week, we would like to share with you our small business story! During the Fall of 2001 our founder and principal, Dave Shealy, our firm administrator, Debra Clouse and Accounting Director, Sue Bennett joined forces, moved...
20% Pass-Through Deduction for Rental Real Estate and Businesses
20% Pass-Through Deduction for Rental Real Estate and BusinessesRecently issued final regulations on the Section 199A deduction, also known as the pass-through deduction or 20% deduction, provided some much-needed guidance and explanations related to qualification,...
Employee Spotlight: Sue Bennett, Accounting Director
For our second edition of Employee Spotlight, we are featuring Sue Bennett, our Accounting Director and a founding member of The Shealy Group! Sue began her career in banking and moved to public accounting over 30 years ago. Client service is something...
Employee Spotlight: Sue Bennett, Accounting Director
For our second edition of Employee Spotlight, we are featuring Sue Bennett, our Accounting Director and a founding member of The Shealy Group! Sue began her career in banking and moved to public accounting over 30 years ago. Client service is something...
The Shealy Group is Taking Huge Strides to Enhance our Cyber Security
Cyber Security is a hot topic in every industry, but for a consulting and CPA firm that deals with confidential and personal, identifiable client information, we are certainly “feeling the heat”. Over the past year we have taken some big steps to enhance...
Top 5 Opportunities for Individuals
The buzz around tax reform has been focused on businesses, but as individuals what does it mean for us? Today we are sharing an article from Accounting Today that gives the top 5 tax reform opportunities for individuals! Have questions about these...