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The Constant Tension: Risk vs. Return

April 11, 2018

When I was studying to obtain the CERTIFIED FINANCIAL PLANNER™ certification, one of the first definitions I had to memorize was the meaning of risk--the possibility of loss. Risk is everywhere in our world, and as your advisors it is our job to help you identify these risks and find the most effective means to reduce or eliminate them.

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Keywords: risk

The Richland County Foundation congratulates Tim Hilterman on CAP® designation

April 11, 2018

Tim Hilterman, Investment Advisor for Whitcomb & Hess, Inc., has earned the Chartered Advisor in Philanthropy® (CAP®) Designation. This designation provides Tim with the knowledge and tools needed to help individuals and families articulate and advance their highest aspirations for themselves, their families, and their community.

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Keywords: cap

Market Update

April 11, 2018

The stock market has had an up and down start to 2018. Volatility has made a comeback, after being mostly absent last year.

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Keywords: market

Charitable Giving Strategies in 2018

April 11, 2018

You love giving. You don’t love paying taxes. Our new federal tax laws may hold some good news for you.

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Keywords: charity, gifts, tax

Employee Spotlight: Tammy Higgins & Jerod Daniel

April 11, 2018

Support staff often play an unrecognized yet vital role in a business’s success. In many ways, they are the mortar that holds all the bricks together. At Whitcomb & Hess, we understand their value and would like to introduce to you to two of our Investment Team members who contribute greatly to our organization.

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Keywords: employees

Whitcomb & Hess selected for April 2018 Ohio Business Profile

April 11, 2018

Whitcomb & Hess is honored to have been selected for April 2018 Ohio Secretary of State’s Ohio Business Profile. We would like to thank the Ashland Chamber of Commerce for the nomination

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Keywords: ohio business

Check your 2018 tax withholding — It may need adjusting

April 6, 2018

A lot of people like to receive a refund from the IRS, thinking of it as a form of forced saving. On the other hand, if you underpay your taxes by more than $1,000 and don't meet certain exceptions, you could be hit with a penalty.

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Keywords: tax; withholding

March 2018 Market Insight

April 3, 2018

It’s a good time to unplug… not from your investment strategy: from the media!

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Keywords: market insight

Great uses for your tax refund

March 23, 2018

Most Americans get a refund every year, with the average check weighing in at $2,895 last year. Even though it’s really money that they earned, many people are tempted to treat it like a windfall and splurge. If you can resist that temptation, here are some of the best ways to put your refund to good use.

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Keywords: refund

When an extension makes sense

March 23, 2018

While most people should file a tax return by April 17, you have the option of delaying your filing date until Oct. 15 with a tax extension.

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Keywords: extension

Stay prepared to sell your business

March 23, 2018

If you enjoy running your own business, selling it may be the furthest thing from your mind. But the reality is that eventually an opportunity to sell will come, whether due to your own life changes or a perfect buyer walking in the door. Planning, often years in advance of the sale date, is necessary to get the most value for the love, sweat and tears you’ve invested. Here are some tips to stay prepared.

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Keywords: business, selling

Tax breaks for 2017 tax return revived

March 5, 2018

In early February, Congress passed a federal budget bill that revived several expired tax breaks for the 2017 tax year.

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Keywords: mortgage, return, tuition

Why you may want to rethink your estate plan in 2018

March 5, 2018

The Tax Cuts and Jobs Act signed into law at the end of 2017 sets the estate tax exemption at $11.2 million per individual for 2018.

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Keywords: estate

February 2018 Market Insight

March 5, 2018

Return of the Correction and Inflation

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Keywords: market insight

Tax checklist for business startups

February 26, 2018

Starting your own business can be equal parts thrilling and intimidating. Complying with regulations and tax requirements definitely falls into the latter category. But, with some professional help, it doesn’t have to be that way. You can get started with this checklist of things you’ll need to consider.

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Keywords: business, startups

Answers to commonly asked tax questions

February 26, 2018

With all of the headlines about the changes to tax law, you probably have lots of questions. Here are answers to some of the most common questions taxpayers have this year.

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Alert: Expired home and education tax breaks revived

February 26, 2018

Congress passed a federal budget bill in early February that revived dozens of expired tax breaks for the 2017 tax year. They include a deduction for education expenses as well as several tax breaks for homeowners.

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Prep for an IRS audit using your 2017 tax return info

February 2, 2018

An IRS audit is kind of like a flat tire. It's inconvenient and frustrating, and if you're lucky you may never have to experience one. But if you do, you'll be sorry if you aren't prepared.

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Keywords: audit

IRS updates 2018 withholding tables

February 2, 2018

The IRS recently released updated income tax withholding tables. These updates are a result from changes in the Tax Cuts and Jobs Act (TCJA) passed in late 2017. Employers will have until Feb. 15 to update their payroll systems. Employees will start seeing the changes to their paychecks shortly thereafter.

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Keywords: withholding

January 2018 Market Insight

February 1, 2018

Can All-Time Market Highs Continue with All-Time Low Volatility?

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Keywords: market insight

New 2018 capital expense rules

January 22, 2018

There are many provisions in the tax reform bill passed in late 2017 designed to benefit small business owners. There are also a variety of new tax tools affecting how small businesses account for deducting the cost of capital purchases under the new tax law.

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Keywords: capital

Tips for when your employees are family members

January 22, 2018

Working with family can be a pleasure. It can also be a pain, especially if you have to terminate a family member's employment. Here are tips to help you ease the strain of mixing your family and employee relationships.

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Keywords: employer, family

Taxes and virtual currencies: What you need to know

January 22, 2018

Virtual currencies are all the rage lately. Here are some tax consequences you must know if you decide to dip your toe into that world.

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Keywords: bitcoin, currency, tax

2017 Year End Market Update

January 12, 2018

2017 is now in the books. It’s always fun to look at predictions made one year ago and see how they measured up to reality.

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Keywords: market

New Year, New Numbers

January 12, 2018

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

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Where Will Your Money Go?

January 12, 2018

Do you know who will inherit your money when you die? Many people think they know the answer to this question. But are you sure your paperwork lines up with your wishes?

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Keywords: inherit

Bitcoin—Finance’s Wild New Craze

January 12, 2018

It’s almost impossible nowadays to open a newspaper or spend any significant time online without stumbling onto an article or blog about the latest trend in finance—Bitcoin.

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Keywords: bitcoin

Tim Hilterman Earns CAP®

January 12, 2018

Tim Hilterman has earned the Chartered Advisor in Philanthropy® (CAP®) Designation.

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Keywords: cap

Standard mileage rate increase for 2018

January 7, 2018

It's time to revise the standard mileage rate you use to calculate deductible vehicle expenses during 2018 for business, medical and moving mileage. Take a look at what changed.

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Keywords: mileage rates

2018 tax reform changes: At a glance

January 7, 2018

Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new bill that impact individual taxpayers.

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Keywords: reform, tax
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