Money People on Planning Ahead

By Dan Moshe

Minneapolis firm Weber & Deegan, Ltd., is the trusted source for tax and accounting needs for clients with planning opportunities.  Learn more about what these accountants can do for your business, and watch the video of their recent Lunch and Learn on mid-year tax planning.

About Weber & Deegan, Ltd.

To a large degree, Weber & Deegan, Ltd., serves as a traditional tax and accounting firm, with a specialty in serving complex needs of businesses or individuals.  Started in 1986 by Pat Weber, the firm has since grown has grown into a 14-person firm.  Mike Deegan joined Pat in 1991.  Pat Weber retired in 2013, leaving Mike Deegan as managing shareholder (Michael Schaefbauer, Timothy Thompson, and John Barghini are also shareholders).  “We’re looking for clients with issues,” says Barghini.  “Our value is not in just putting numbers on a tax return.”

Barghini gives the example of a business owner looking a the implications of various transactions.  Over the course of a business’s lifespan, many changes can occur: starting or buying the business, growing it, transitioning it to a buyer or closing it for good.  “Our clients are interested in making the investment in a firm that can help them plan finances for the long term.”

The Weber & Deegan team is there for its clients.  Barghini says, “Clients never have to wait to talk to us, even if it’s busy tax season.  We know there are transactions or events that clients or prospective clients need to address right away.”

Mid-Year Tax Planning Presentation

This summer, accountants from Weber & Deegan presented a Lunch and Learn event at Tech Guru on mid-year tax planning.  Topics covered included:

1.      Updates on newly passed federal and MN tax laws

2.      Refining your thoughts on 2013 tax law changes

3.      What to plan for now to help your 2014 tax bill

4.      Compensation issues for business owners

If you missed this terrific event, please enjoy the video recap below.

 

Do you or your business have planning opportunities you’d like to discuss with the accountants at Weber & Deegan, Ltd.?  Contact them today!

Dan Moshe helps business owners in the Minneapolis area with all things tech, and is the CEO of the Caring IT company Tech Guru.  He cares about your business as much as you do!