Changes to the Home Mortgage Interest Deduction A home is the most valuable asset many people own. So, it’s important to remain aware of the tax impact… More on this story
Should you Adjust your Estimated Tax Payments? Bryan Davidson, CPA- Tax Manager Have you switched jobs in the past year? Did you start a business? Do you… More on this story
Is it time to take a second look at the cash method for income tax purposes? By: Dave Herbe, CPA, MAcc- Tax Manager The new tax law has changed the tax landscape significantly. There are changes… More on this story
Department of Labor Increases Scrutiny of Defined Benefit Plans Sponsors of defined benefit plans — commonly known as pensions — might be facing tighter scrutiny from the U.S. Department… More on this story
TCJA draws a silver lining around the individual AMT The Tax Cuts and Jobs Act (TCJA) didn’t eliminate the individual alternative minimum tax (AMT). But the law did draw… More on this story
The Pitfalls of DIY Estate Planning There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that… More on this story
Addressing long-term care costs with a tax-qualified LTC insurance policy No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved one requires… More on this story
H&M Team Members Hold Art Supply Drive for Nationwide Children’s Hospital Our team members are passionate about supporting a number of causes. Collectively, we continue to support Nationwide Children’s Hospital. Our… More on this story
Important Information about the Qualified Business Deduction By: Linda Fargo, CPA, CGMA- Manager The 2017 Tax Act, officially named “An Act to Provide for Reconciliation Pursuant to… More on this story
Your Financial Gatekeeper How to Obtain Peace of Mind with a Trust Protector An irrevocable trust makes for a smooth transfer of wealth… More on this story
