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
Grants vs. Contracts: Why it Matters By: William Bauder, CPA, CGMA, CITP- Manager Which would you prefer, a grant or a contract? To many, they are… More on this story
Make business valuation experts a forethought, not an afterthought Too often, business valuation experts are hired months after a case is filed or just before it goes to trial…. More on this story
Prepare to Shop: The Sales Tax Holiday Returns! By: Molly Pensyl, Marketing & Business Development Manager It is returning just in time for back to school shopping….the Sales… More on this story
Double Duty Giving with Charitable Gift Annuities If you’re charitably inclined, you may wish to consider a charitable gift annuity. It can combine the benefits of an… More on this story
Monitor & Measure Through KPIs By: Danielle Cottle CPA, CGMA- Manager In a constantly changing business environment, what works for your business today, may not… More on this story
