Hantzmon Wiebel LLP

When it comes to financial reporting, working with a CPA is a smart move. The required forms are complex, cumulative over your lifetime, and play a crucial role in estate tax calculations. Keeping accurate records of all gifts given ensures compliance and long-term financial stability. To hear more on this topic, listen to the full podcast episode now on Apple Podcasts, Spotify, or your platform of choice. #HantzmonWiebel #ItDepends #FinancialPlanning #CPA #EstateTax #Podcast

Deeply rooted in Charlottesville, VA, Apex Clean Energy knows the importance of close ties and partnerships within your community. “If I pick up the phone, I know you’re going to answer, and I really appreciate that diligence, the expertise, and the time you’re putting into it, but also the care,” expressed Eric Wampler, Senior HR Director at Apex Clean Energy. This commitment sets the tone for our relationship, which is built on mutual respect and goals. #HantzmonWiebel #ExpertiseWithCare #BusinessSolutions #PersonalizedService #CommunityFocused

Often called the “death tax,” estate tax applies to the total value of assets at the time of passing. While most taxpayers won’t be affected—thanks to a $14 million exclusion in 2025—those who are should note the current 40% tax rate. Strategic gifting can help reduce taxable estate value, making generosity a smart financial move! To hear more on this topic, listen to the full podcast episode now on Apple Podcasts, Spotify, or your platform of choice. #HantzmonWiebel #ItDepends #Podcast #EstatePlanning #TaxStrategy #WealthManagement

Ready to put your skills to work in a company that values integrity, excellence, and teamwork? Explore our job openings and make an impact with us. Apply today at: https://lnkd.in/e9kzszdS #HantzmonWiebel #JobOpportunity #TaxManager #AccountingServicesLead

We proudly announce that Andrew Barnett has earned his Certified Valuation Analyst (CVA) designation! Way to go, Andrew! #WeAreHW #CVA #CareerMilestone

Gifting isn't just about spreading joy—it's also a smart financial strategy! Did you know that gifts for education or medical expenses aren’t typically taxed and don’t need to be reported? However, there are important caveats to know. Plus, gifting can help reduce your estate tax, which is currently 40%. Want to learn more? Our Podcast, It Depends, covers a variety of topics that may be of interest. Listen today on Apple Podcasts, Spotify, or your platform of choice. #HantzmonWiebel #ItDepends #Podcast #FinanceTips #GiftGiving #FinancialStrategy #EstatePlanning

Friendly Reminder: Our office will be closed on Friday, March 21, to give our team a well-earned break before the final push to the April 15 tax deadline! We appreciate your support and look forward to assisting you when we resume normal office hours on Monday, March 24.

Greener Things Cbd Dispensary, located in Charlottesville, is a 100% hemp dispensary. By utilizing our Outsourced Accounting Services, they are now able to start forecasting using historical data provided by our team of experts. This allows them to focus on the future while we focus on the finances. Learn More: https://lnkd.in/eEN7pMY7 #HantzmonWiebel #OutsourcedAccounting #GreenerThings

Meet Megan Harris! With a degree in Business Administration and goals to earn a master’s degree and CPA certification, Megan is committed to growth and success. She’s passionate about helping people and can’t wait to make an impact in her new role. Megan enjoys singing, spending time with family and friends, and attending church where she's had the same preacher for 29 years! She dreams of one day attending a live Broadway show. Welcome to the team, Megan! We're excited to see all the amazing things you'll accomplish here. #WeAreHW #TeamIntroduction #LoveWhereYouWork

Because of the tax deferral, §1031 exchanges allow participants to invest not only their money into new property but the government’s money as well. Over time, this results in healthy profit margins. To hear more on this topic, listen to the full podcast episode now on Apple Podcasts, Spotify, or your platform of choice. #HantzmonWiebel #ItDepends #1031Exchanges #RealEstate #Podcast