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Marty Brown, Shareholder, Director of Tax Services

Marty Brown, Shareholder, Director of Tax Services
As Sweeney Conrad’s tax practice director and a shareholder, Marty draws on his wide-ranging experience to provide personalized consulting, compliance, and tax planning services to many of our clients — including closely held businesses, executives, affluent families, and high net worth individuals. He has experience with federal and state tax minimization, due diligence review work, business formation consulting and entity selection, business purchase/sale consulting, equity-based compensation, estate and gift tax planning, charitable gift planning, and IRS examination support. His industry expertise includes (but is not limited to) real estate, construction, professional services, medical/dental practices, manufacturing, technology, private equity, and retail. Both accessible and proactive, Marty and his team are unique in their ability to truly connect with people and think strategically about their financial situation.

Recent Posts

The American Families Plan: A Summary of Proposals

Posted by Marty Brown, Shareholder, Director of Tax Services on Apr 29, 2021 7:14:44 PM
President Biden’s proposals for individual taxpayers were outlined in an April 28 address to Congress and in an 18-page fact sheet released by the White House. The “American Families Plan” contains tax breaks for low- and middle-income taxpayers and tax increases on those “making over $400,000 per year.”

Here’s a summary of some of the proposals:

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Topics: Tax, News, COVID-19

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