H&M Welcomes New Team Member H&M is proud to welcome Shirley Boatright to our team. Shirley came on board just before tax season as… More on this story
Estate Planning Strategies for Non-U.S. Citizens Navigating Your Trust & Estate Planning Options as a U.S. Resident Non-U.S. citizens residing in the United States endure some… More on this story
Data Landscape Shifting Abroad By: Jordan Matulevich- Staff Accountant The coming changes in the European Union’s new General Data Protection Regulation (GDPR) will have… More on this story
Thank you to The Ohio Society of CPAs! This time of year is challenging for any accounting professional. So many of our partners and supporters realize this and… More on this story
Looking for a New SOX Firm? By: Dave Gruber, CPA- Director, Risk Advisory Services The Sarbanes-Oxley Act of 2002 (often shortened to SOX) is legislation passed… More on this story
Don’t overlook securities laws when planning your estate For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment… More on this story
An Important Message for those in Agribusiness By: Bradley Ridge, Managing Principal Holbrook & Manter is committed to keeping our clients informed of changes that are taking… More on this story
The 4/15 Deadline Push By: Dave Herbe, CPA- Senior Accountant This is a very stressful time for anyone who is involved in the world of… More on this story
Power of attorney abuse: What you can do about it A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney”… More on this story
How Do I Set Up a Family Office? A Quick Guide to Building Your Family Office Structure & Organizing Accounting A family office office is essentially a private… More on this story
