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
Accounting Basics: For-Profit vs. Not-For-Profit By: William Bauder, CPA, CGMA, CITP, Manager of Assurance and Advisory Services There are many consistencies between accounting in a for-profit… More on this story
Important Summer/Fall Tax Deadlines Many important deadlines are approaching in the third quarter. Here is a list July 15 — If the monthly deposit… More on this story
New Rules for Revenue Recognition for Manufacturers Changes are on the horizon regarding the rules used to determine when revenue from agreements with customers for goods and… More on this story
