Blog

Subscribe to RSS feed 

Do you owe the “Nanny Tax”?

By Brittaney Reep CPA   |  July 28, 2015

If you are considering hiring someone to provide childcare in your home, you may be subject to the “Nanny Tax”. For more information about this tax, read...

Read More

Businesses say taxes are a hassle

July 28, 2015

In a survey of small businesses conducted by the National Small Business Association, 59% of respondents said taxes were more of an administrative burden than a financial

Read More

Keywords: business, tax, taxes

Scammers want to take your vacation

July 27, 2015

Buyer beware! Both the Better Business Bureau and the Federal Trade Commission have issued warnings about vacation fraud. By some estimates, this type of scam costs...

Read More

Keywords: vacation fraud

IRS publishes 2016 HSA contribution limits

July 24, 2015

The IRS recently announced inflation-adjusted contribution limits for health savings accounts (HSAs) for 2016. HSAs are a combination of a high-deductible health insurance...

Read More

Health care law survives Supreme Court challenge

July 24, 2015

On June 25, the U.S. Supreme Court issued its ruling on the controversial King v. Burwell case. The main issue in the case was...

Read More

Do your homework on back-to-school tax breaks

July 23, 2015

Education tax planning can optimize the available breaks for saving and paying for school expenses. Here are some tips.

Read More

Can You Afford NOT to Use Small Business Accounting Services?

By Bill Harvey, CPA   |  July 22, 2015

“I have QuickBooks, I don’t need to pay an accountant to prepare my business financial statements.” Well…maybe, but in my experience as a CPA, ...

Read More

Need to save on taxes? It starts with your budgeting


We’ve all been there before—every time a new debit hits your checking account you think about your need to sit down and put together a budget. Life is busy, but...

Read More

Keywords: budgeting, taxes  |   0 comments

Will expected changes to the FLSA affect your payroll?

By Kim Tanner, SPHR   |  July 10, 2015

On June 30, the Department of Labor (DOL) announced a proposed Fair Labor Standards Act (FLSA) rule that will affect nearly all businesses by increasing the number of employees...

Read More

Keywords: business, overtime, payroll  |   0 comments

IRS interest rate update

July 9, 2015

When you underpay tax, either on your personal or business return, you'll owe interest on the shortage. The interest accrues from the date the tax was due until you actually pay it...

Read More

No change to Affordable Care Act credit

July 9, 2015

In June, the U.S. Supreme Court decided the fate of the premium tax credit under the Affordable Care Act.

Read More

Maximize tax benefits of carryforwards and carrybacks

July 2, 2015

Although the tax code contains some exceptions, income is generally taxable in the tax year received and expenses are claimed as deductions in the year paid.

Read More

Refocus your business

July 2, 2015

Are problems beginning to surface in your business? Have profits been dwindling? Are customers complaining with greater frequency? Are competitors encroaching on your market share?...

Read More

Keywords: business, profits

June 2015 Market Recap

July 2, 2015

Here is an update of major market returns for the calendar year (YTD): Barclays US Aggregate Bond: -0.10%,S&P 500 (US large cap): 1.23%,Russell 2000 (US small

Read More

Recap From the Morningstar Investment Conference

By Aaron Bates, CFP, Investment Advisor   |  July 2, 2015

The Morningstar conference is one of our favorite events of the year. At current prices, it’s going to be harder to generate future returns in stocks and bonds...

Read More

Social Security and the Non-Covered Pension


When working with our clients on filing for Social Security benefits, we strive to explore all available claiming strategies.Recently, I had the privilege of helping several...

Read More

Change in Intrepid fund name

July 2, 2015

Effective 6/29/2015 the Intrepid Small Cap Fund (ICMAX) Intrepid Endurance Fund (ICMAX). The fund’s management and objectives will not change at all.

Read More

Keywords: icmax, intrepid fund  |   0 comments

Meet Tammy Higgins, Client Service Specialist

July 2, 2015

We’d like to introduce you to Tammy Higgins, who began here as a Client Service Specialist in June.

Read More

Kasich signs biennial budget

July 2, 2015

On Tuesday, Governor John Kasich signed House Bill 64 into law, (Ohio’s biennial budget) which included about $400 million in tax breaks for Ohioans.

Read More

Tax planning is essential for second marriages

July 2, 2015

Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning...

Read More

How May We Help You?