Blumark Tax Advisors

05/31/2026

Strategic insight is essential for navigating an evolving tax landscape. Our Learning Center offers professional perspectives designed to help you mitigate common administrative hurdles and stay informed on strategies to preserve your capital.

These resources provide a strong baseline for staying current, and they are most effective when integrated into a comprehensive strategy.

Professional tax planning offers the additional value of high-level oversight and a customized roadmap tailored to your specific objectives. Contact our team today to discuss how we can further optimize your long-term financial health.

📧 Email: [email protected]
📞 Phone: 248.289.1647

Blumark learning center offers free tax planning, bookkeeping and small business tips and tricks.

05/29/2026

Celebrating 529 Day 🎓

A well-structured education savings plan is a core pillar of long-term wealth management. A 529 Plan provides a distinct, tax-advantaged framework to systematically fund future educational milestones.

Swipe through the graphics to explore key insights on how to:
🟨 Maximize your tax advantages
🟨 Leverage family gifting and superfunding powers
🟨 Put your contributions on autopilot
🟨 Develop a strategy tailored to your timeline

Because every family's financial trajectory is unique, structuring a highly personalized, tax-efficient strategy is essential.

Contact Blumark Tax Advisors to schedule a comprehensive 529 Plan review and evaluate your current approach.

05/27/2026

A little friendly competition never hurts! We recently had a blast celebrating our incredible staff at our WhirlyBall employee appreciation party.

While there were plenty of laughs and a few competitive moments on the court, events like this are really about recognizing the people who make Blumark what it is. We believe that building a strong, connected culture isn't just about having fun together. It’s about fostering the kind of seamless teamwork that ultimately benefits you.

The communication and cohesion we build as a team translate directly into how we collaborate to help you work toward your financial goals. When our team is united, we are better positioned to support your success.

05/26/2026

Wishing a very Happy Birthday to Robin Orlikowski! 🎂🎈

Today, we’re proud to celebrate Robin and recognize the vital role she plays at Blumark. Her consistent professionalism, expertise, and collaborative approach make a tangible impact on our team and our shared success every day.

Robin, thank you for your continued dedication. We hope you have an excellent day and a great year ahead. 🎉

05/25/2026

Joins us in wishing a Happy Birthday to Angela Koendarfer! 🥳✨

We are thrilled to pause and celebrate Angela today! We are so grateful for her hard work, dedication, and the amazing energy she brings to the team every single day.

Angela, from the whole team at Blumark, we hope your special day is packed with joy, laughter, and all your favorite things. Have an amazing day! 🎂🎉

05/25/2026

Today we remember and honor the brave men and women who gave their lives in service to our nation. In observance of Memorial Day, our offices will be closed Monday, May 25, and will reopen Tuesday, May 26. Thank you for your understanding.

05/24/2026

For property owners, achieving Real Estate Professional Status (REPS) can be a significant advantage, allowing rental losses to offset other income and potentially exempting you from the 3.8% Net Investment Income Tax. However, qualifying requires meeting strict IRS tests, including the 750-hour and material participation rules.

Understanding these requirements and maintaining the necessary documentation is essential for a compliant and efficient strategy. At Blumark Tax Advisors, we help property owners navigate these standards to ensure their portfolios are structured effectively. Contact our team today for a review of your real estate tax planning.

05/23/2026

What happens when an entire company takes a day to pause, reflect, and look to the future?

At our recent Blumark Town Hall, our team did exactly that. We spent the day diving deep into our mission, our core values, and the milestones we've achieved so far.

But at the heart of all our shared goals and plans for the future is one constant: you. We know that fulfilling our vision means keeping our clients at the very center of everything we do. Every internal conversation we have is ultimately about making sure we are equipped to help you work toward your financial goals with clarity and confidence.

When you work with Blumark, you're partnering with a team that is aligned, driven, and fully invested in supporting your success. Ready to experience the difference a truly dedicated team can make for your financial future? Let's start a conversation.

05/22/2026

Many are discovering they may have overlooked significant savings from the previous tax year, including the temporary $40,000 SALT deduction limit and enhanced clean energy credits. Capturing these opportunities requires precise timing and a thorough review of your documentation.

Ensuring your strategy is as efficient as possible is key to long-term wealth management. At Blumark Tax Advisors, we specialize in identifying missed opportunities and optimizing your plan to ensure you aren't leaving money on the table. Contact our team today for a comprehensive review.