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Update your tangible property expensing policy

February 26, 2016

In 2013, the IRS issued regulations clarifying when tangible real and personal business property can be expensed.

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The myRA: A new simplified Roth IRA is the latest retirement plan

February 25, 2016

If you haven't yet begun saving for retirement, a myRA may be a reason to start.

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Plan for changes to social security

February 24, 2016

The Bipartisan Budget Act of 2015 made two changes to social security benefit strategies.

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Keywords: social security

Save Money on Your Property Taxes with Ohio’s Homestead Exemption

By Jim Hess, CEO, CPA   |  February 10, 2016

Every year, many of Ohio's senior citizens and permanently and totally disabled Ohioans save an average of $435 on their property taxes by way of the Homestead Exemption.

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Bonus depreciation in 2016: Better than before?

February 6, 2016

The tax extenders law passed in mid-December changed some of the rules for claiming bonus depreciation in 2016.

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Benefit from Section 179 depreciation changes

February 5, 2016

Did you know the tax extenders law made modifications to the Section 179 expensing election ?

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January Market Insight

February 1, 2016

Markets are off to a lousy start in 2016. A down market is when you need good advice the most.

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Keywords: stock market

Get the right paperwork to claim charitable deductions

January 28, 2016

What supporting documentation do you need to claim charitable deductions on your federal income tax return?

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Be aware of inflation-adjusted 2016 tax numbers

January 27, 2016

Certain tax numbers are adjusted for inflation each year. This year, many of the numbers are unchanged or change only slightly from 2015 amounts.

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Keywords: 2016 tax numbers

Make time for a conversation with your parents about finances

January 27, 2016

Discussing finances with your parents may be a talk none of you are eager to tackle. But addressing the topic can benefit your entire family by clarifying your parents? wishes...

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Note upcoming tax deadlines

January 26, 2016

Tax deadlines are fast approaching!

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Keywords: tax deadlines

Retire on Your Terms - The Best Methods to Retire on Time

How to keep your retirement on schedule and avoid unexpected costs and pitfalls.

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Keywords: retirement plans  |   2 comments

Say Goodbye to Some of Our Creative Social Security Claiming Strategies

On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. This changes some of the creative claiming strategies which have been part of plans...

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Tax extenders renewed; some permanently

January 8, 2016

In December, Congress extended tax breaks known as "extenders" retroactively to the beginning of 2015. In addition, the new law makes some of the rules effective through 2019...

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Standard mileage rates decreased for 2016

January 8, 2016

The standard mileage rates you can use to calculate your deductible vehicle expenses during 2016 for business, medical, and moving mileage have decreased from last year.

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Keywords: irs mileage

2016 Retirement Contribution Limits

January 8, 2016

Quick & easy chart to know your limits for this year.

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December 2015 Market Insights

January 4, 2016

With most market indexes flat to negative in 2015, investors have been left wondering if there was any place they could have put their money this year that would have delivered respectable gains.

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