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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

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

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

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

New Year, New Numbers


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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2017 Year End Market Update


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

Where Will Your Money Go?

By Chris Nadler, CFP, CTFA, Investment Advisor   |  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

Tim Hilterman Earns CAP®

By Tammy Higgins, Client Service Specialist   |  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

The best way to avoid an audit: Preparation

January 7, 2018

Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS’s gaze if you make one of several common mistakes.

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Keywords: audit, tax

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

December 2017 Market Insight

January 1, 2018

2017 Year in Review & 2018 Outlook

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Keywords: market insight