January Tax Tips
Congress passes “extenders” legislation reviving expired tax breaks for 2015 Many valuable tax breaks expired December 31, 2014. For them to be available for 2015, Congress had to pass legislation…
The Pros & Cons of Roth IRA Conversions
What are the potential benefits? What are the drawbacks? Provided by Dane A. Wilson, Wealth Management Advisor If you own a traditional IRA, perhaps you have thought about converting it…
Protect your business with good internal controls
The cost of fraud is too high to ignore By: Mike Klein, Partner The 2013 Global Fraud Report survey reports 70 percent of companies suffered from at least one type…
December Tax Tips
Avoid a 50% penalty: Take retirement plan RMDs by December 31 After you reach age 70½, you must take annual required minimum distributions (RMDs) from your IRAs (except Roth IRAs)…
November Tax Tips: ACA Information Reporting Requirement
Gearing up for the ACA’s information reporting requirements Starting in 2016, applicable large employers (ALEs) under the Affordable Care Act (ACA) will have to file Forms 1094-C and 1095-C to…
Social Security Update: The End of File and Suspend
A great claiming strategy to try and optimize Social Security benefits disappears. Provided by Dane A. Wilson, Wealth Management Advisor Congress just changed the Social Security benefit rules. On October 30,…
Plan for a Better Tax Year
With the holidays just around the corner, it is time, once again, to start your year-end tax planning. And like so many years in the recent past, we are once…
2015 Year-End Tax Planning Tips
Review your tax situation before year-end to avoid unpleasant surprises, take advantage of tax-reduction opportunities, and budget for a possible tax bill. Here are a few strategies to consider before…
2015 Year-End Tax Planning Tips for Individuals
Review your tax situation before year-end to avoid unpleasant surprises, take advantage of tax-reduction opportunities, and budget for a possible tax bill. Here are a few strategies to consider before…
Tax Reform Saves Time, Money, and Headaches
What House Bill 5 Means to Your Business By Joshua Schering and Nick Leacoma Ohio businesses will experience fewer headaches when tax reform House Bill 5 (HB 5) goes into…