Life insurance: A Powerful Estate Planning Tool for Nontaxable Estates For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate… More on this story
Hooray for Continued Valuation Discounts for Family Limited Partnerships and for Francis Ford Coppola and “The Godfather!” By: Mark Rhea, J.D.- Senior Assistant Accountant Valuation discounts are not very hard to understand. I’ll start by asking a… More on this story
Have you taken state estate taxes into account? The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, with inflation-adjustments projected to raise… More on this story
Tax Cuts and Jobs Act Expands Appeal of 529 Plans in Estate Planning It’s common for grandparents to want to help ensure their grandchildren will get a high quality education. And, along the… More on this story
H&M’s Brian Ravencraft Pens Tax Article for Ohio’s Country Journal Now in his third year of writing articles for Ohio’s Country Journal, H&M’s Brian Ravencraft turned his attention towards the… More on this story
Important Audit Changes on the Horizon By: William Bauder, CPA, CGMA, CITP- Manager of Assurance & Advisory Services Our firm has been keeping you updated on the… More on this story
Ohio Tax Amnesty: Could you be Eligible? Ohio is offering tax amnesty on penalty and interest for both business and individual tax returns from January 1, 2018-February… More on this story
Tax Cuts and Jobs Act: Key Provisions Affecting Estate Planning We are committed to keeping you updated on The Tax Cuts and Jobs Act of 2017 (TCJA) -a sweeping revision of the… More on this story
First Quarter Tax Deadlines for 2018 Don’t miss these important tax deadlines for 2018: January 16 — Individual taxpayers’ final 2016 estimated tax payment is due…. More on this story
Estate Planning Strategies: Planning for Incapacity Most estate plans focus on what happens after you die. But without arrangements for what will happen in the event… More on this story
