Offers a deduction for contributions to the Alabama Prepaid Affordable College Tuition (PACT) program, aiding in future education expenses.
Residents receive an annual Permanent Fund Dividend, which, while taxable federally, is not taxed by the state.
Provides a credit for donations to certified school tuition organizations, supporting private education.
Allows a deduction for contributions to the Arkansas 529 College Savings Plan, promoting education savings.
Offers the California Earned Income Tax Credit (CalEITC) and the Young Child Tax Credit for qualifying low-income workers.
Provides a refundable Earned Income Tax Credit at 50% of the federal EITC, benefiting low-income earners.
Offers a refundable Earned Income Tax Credit at 40% of the federal EITC, supporting working families.
Allows a deduction for contributions to Delaware College Investment Plan (529 plan), encouraging education savings.
No state income tax, but residents can benefit from the Homestead Exemption, reducing property tax liability.
Provides a credit for donations to student scholarship organizations, supporting private school tuition.
Offers a refundable Earned Income Tax Credit at 40% of the federal EITC, aiding low-income workers.
Allows a deduction for charitable contributions exceeding $500, encouraging philanthropy.
Provides a credit for property taxes paid on a principal residence, offering relief to homeowners.
Offers a credit for contributions to Indiana CollegeChoice 529 Savings Plans, promoting education funding.
Provides a deduction for contributions to the Iowa 529 College Savings Plan, aiding in future education costs.
Allows a deduction for contributions to the Kansas Learning Quest 529 Education Savings Program.
Offers a deduction for contributions to Kentucky’s 529 college savings plan, supporting education expenses.
Provides a deduction for contributions to the Louisiana START Saving Program, encouraging college savings.
Offers a refundable Earned Income Tax Credit at 25% of the federal EITC, with enhancements for filers without qualifying children.
Provides a credit for contributions to Maryland College Investment Plan (529 plan), promoting education savings.
Offers a deduction for contributions to the Massachusetts 529 College Savings Plan, aiding in future education costs.
Allows a deduction for contributions to the Michigan Education Savings Program (529 plan), encouraging college savings.
Provides a refundable Child Tax Credit of up to $1,750 per qualifying child, with no limit on the number of children claimed (Kiplinger).
Offers a deduction for contributions to the Mississippi Affordable College Savings (MACS) program.
Allows a deduction for contributions to the Missouri MOST 529 College Savings Plan, supporting education funding.
Provides a deduction for contributions to the Montana Family Education Savings Program (529 plan).
Offers a deduction for contributions to the Nebraska Educational Savings Plan Trust (NEST 529).
No state income tax, but residents can benefit from the Nevada College Kick Start Program, providing initial college savings.
No state income tax, but offers property tax relief for low-income seniors through the Low and Moderate Income Homeowners Property Tax Relief program.
Provides a Child Tax Credit of up to $500 per qualifying child under age 6 for households with income up to $80,000.
Offers a Child Income Tax Credit of up to $600 per qualifying dependent, depending on income.
Provides the Empire State Child Credit, offering at least $100 per qualifying child, with higher amounts for those who claimed the federal credit.
Offers a child deduction of at least $500 per child under age 17, depending on income and filing status.
Allows a deduction for contributions to the College SAVE 529 Plan, promoting education savings.
Provides a deduction for contributions to the Ohio CollegeAdvantage 529 Savings Plan.
Offers a credit equal to 5% of the federal Child Tax Credit for qualifying taxpayers.
Provides a refundable Child Tax Credit of $1,000 per qualifying child under age 5 for families earning less than $30,000.
Allows a deduction for contributions to the Pennsylvania 529 College Savings Program.
Offers a credit for contributions to the CollegeBound Saver 529 plan, encouraging education funding.
Provides a deduction for contributions to the Future Scholar 529 College Savings Plan.
No state income tax, but residents can benefit from property tax relief programs for seniors and disabled individuals.
No state income tax, but offers the Hall Income Tax Credit for seniors and disabled taxpayers with low income.
No state income tax, but residents can benefit from property tax exemptions for seniors, disabled individuals, and veterans.
Provides a nonrefundable credit for contributions to the Utah Educational Savings Plan (529 plan).
Offers a credit for contributions to the Vermont Higher Education Investment Plan (529 plan).
Allows a deduction for contributions to the Virginia529 college savings plan, supporting education expenses.
No state income tax, but residents can benefit from the Working Families Tax Credit, a refundable credit for low-to-moderate-income workers.
Provides a deduction for contributions to the SMART529 College Savings Plan.
Offers a subtraction for contributions to the Edvest or Tomorrow’s Scholar 529 college savings plans.
No state income tax, but residents can benefit from property tax relief programs for seniors and disabled individuals.
Please contact the below with any questions or requests for more information.
AllTax LLC
7400 Metro Blvd. Ste 419,
Minneapolis, MN 55439
Email sales@alltax.pro
Office: 800.202.8902
Fax: 612.524.5491
Brian J. Markwell, CPA
Shareholder
AllTax LLC
(o) 800.202.8902
(c) 612.807.1477
(f) 612.524.5491
Brian brings to the table over 25 years of public accounting experience specializing in manufacturing, distribution, construction, service, real estate, software, and overall business and personal taxation. Brian’s experience ranges from one person to multi-tier organizations residing in numerous industries, countries, and publicly traded markets (international and domestic). Client revenues range from startup to $350M in annual sales. He represents individual clients with net worth amounts in excess of $100M+ and the intricate structures inherent in each and every tax portfolio.
The ability to think outside of the box and maintain technical expertise is fundamental in being a valued financial advisor. With Brian’s experience and exceptional client service skills, you will soon come to realize the impact he is able to make for your specific situation.
• Individual, business, trust, and multi-state taxation (domestic and foreign)
• Tax credits and optimization including bitcoin and electronic currency trading
• Real estate structures and filings including REIT’s, TIC’s and Opportunity Zones
• Complex ownership structures and formation for owners (FLP, Trust, etc.)
• Contract CFO for companies from startup to $350M in consolidated sales
• Executive and employee benefit consulting, including payroll structure and compliance for several small to large businesses
• Phantom stock ownership plans, ESOP’s & executive compensation
• Employee benefitimplementation and administration for large companies
• Private equity relations, reporting, and adherence
• Managed an initial public offering (IPO) on NYSE and S-1 registration
• Compilations, reviews, and audits of private and SEC regulated companies
• Agreed upon procedure engagements & working with lending requirements
• Financial and change management implementation for internal control
• Lease, debt and other legal structuring and analysis
• Succession and estate planning
• IRS & State audits and appeals
• Liquidations, bankruptcies and reorganizations
• Financial policy solution implementation for purchased companies
• Nonprofit accounting and taxation including large 501(c)(3) org’s
• AICPA – American Institute of Certified Public Accountants
• MNCPA – Minnesota Society of Certified Public Accountants
• B.B.A. University of Wisconsin – Eau Claire Magna Cum Laude – Accounting