Are you Aware of Qualified Charitable Distributions? By: Justin Linscott, CPA, CFP®, CGMA, CITP- Principal Qualified Charitable Distributions, otherwise known as QCDs, are cash donations that can… More on this story
Owner-Employees Face Distinctive Tax Planning Challenges Many business owners launch their companies from the front lines — as an employee. And it’s not uncommon for owners… More on this story
Tax Deadlines- Fourth Quarter 2016 October 17 — Personal returns that received an automatic six-month extension must be filed today and any tax, interest, and… More on this story
Possible Changes on the Horizon for Estate and Gift Taxes By: Justin Linscott, CPA, CFP®, CGMA, CITP- Principal We’ve been waiting and watching for them, and now they are about… More on this story
Five Tips for Safe Intrafamily Loans If a relative needs financial help, offering an intrafamily loan might seem like a good idea. But if not properly… More on this story
Plan now for Itemized Deductions Year end may seem far away. But now’s a good time to start looking ahead to what itemized deductions you… More on this story
When an inheritance is too good to be true Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may… More on this story
Are you sure you want to take that 401(k) loan? It can be hard to resist- the urge to splurge on a large purchase. Perhaps it is a trip or… More on this story
Ohio’s Sales Tax Holiday Returns By: Molly Pensyl, Business Development Manager Just in time for back-to-school shopping- Ohio’s “Sales Tax Holiday” returns this week!… More on this story
Assistance with 501(c)(3) Tax Exemption Filings By: Shannon Robinson, CPA, Senior Assistant Accountant We have been helping a number of clients… More on this story
