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How to Gain Ground with Small Business Tax before April 15!

By Bill Harvey, CPA   |  February 28, 2015

April 15 is nearing; get a handle on small business tax

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Keywords: small business tax  |   0 comments

Invest or Pay off Debt?

By Aaron Bates, CFP, Investment Advisor   |  February 28, 2015

Taking on debt and thinking of retirement or investing? A financial advisor can help sort it all out.

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Jordan Lance passes Series 65 exam to become Investment Advisor Representative

By Kim Tanner, SPHR   |  February 20, 2015

We are pleased to announce that Jordan Lance, recently passed his Series 65 exam to become an Investment Advisor Representative.

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Set your tax and financial course for 2015

February 20, 2015

Were you less than satisfied with your financial situation at the end of 2014? If so, making tax-smart decisions in 2015 could provide a helpful course correction.

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Keywords: finances, tax, taxes

Make time for your annual business checkup

February 20, 2015

You get an annual checkup from your physician to monitor and manage your personal health. Shouldn’t you do the same for your business?

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Libby Wires passes CPA exam

By Kim Tanner, SPHR   |  February 12, 2015

We are pleased to announce that our team member, Libby Wires, recently passed her Ohio Accountancy Board exam to become a Certified Public Accountant.

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Keywords: libby wires

Virtual activity, real-world taxes

February 6, 2015

Whether you're a long time technophile or newly computer literate, your use of technology can affect your income tax return.

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Health care penalty relief may be available

February 6, 2015

A recent IRS notice explains how to request relief from two penalties connected with advance payments of the premium tax credit in the Affordable Care Act.

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How will health care reform affect you in 2015? Part 3 - Taxes

February 6, 2015

Last Friday, January 30Employer Reimbursement of Employees’ Health Insurance PremiumsAffordable Care Act. This massive package of legislation contains varying

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Keywords: aca, health care, taxes

Do You Spend as Much Time on Investing for Retirement as You Do on Your Bracket?

By Ryan Gilmer, FPA, Investment Advisor   |  February 3, 2015

It’s almost March, and that means it’s nearly time for an annual spring tradition—filling out your NCAA tournament bracket! Even though picking every

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Succession planning - 3 tips for the small business

By Jim Hess, CEO, CPA   |  February 3, 2015

One of the most important decisions you will make in your business life has to do with the ultimate transfer of your business to a third-party. This article will address

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January 2015 Market Recap

February 2, 2015

2015 is off and running—with some noticeable divergences from 2014.

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