Learning Center

First 1 2 3 [4] 5 6 7 8 9 10 11 12 13 14 15 Last 

Subscribe to RSS feed 

All COVID-19 Changes So Far

March 25, 2020

Right now, your highest priority is the health of those you love and yourself. But if you have time to read about some non-medical but important matters related to the health crisis, here is a summary of IRS action already taken and federal tax

Read More

Keywords: covid19

W&H Operating Procedures During COVID-19 - 3.20.20

March 20, 2020

Based on the current situation concerning COVID-19, Whitcomb & Hess has made the decision to have most of our team begin working from home. This change will not impact our commitment to providing you with high-quality service and timely communica

Read More

Keywords: covid19

W&H Weekly Market Update

The recent coronavirus pandemic, and resulting panic, has affected every aspect of our lives – our portfolios, social interactions, expressions on social media, schools, recreation, and stress levels. We are still learning much about the virus

Read More

Keywords: covid19

How to Succeed as an Independent Contractor

March 18, 2020

Are you one of the now 33% of Americans who work as either an independent contractor or freelancer?

Read More

W&H Operating Procedures During COVID-19 - 3.16.20

March 16, 2020

Whitcomb & Hess is blessed to have strong relationships and roots in our Ashland community and beyond. The health of our clients, neighbors, and team members is very important to us.

Read More

Keywords: covid19

Bear Markets Bounce

It’s been a historic week to say the least! Schools, professional sports, concerts, and many other social events have been canceled or postponed. Even going to the store has become a stressful event. If you are feeling perplexed, confused,

Read More

Keywords: covid19

Should You Buy or Rent a Home?

March 11, 2020

The pros and cons of renting versus buying

Read More

Some thoughts on the current market volatility

As you have probably heard, stock markets have remained volatile in March. Currently, the S&P 500 is down over 19% from its all-time high in February through its low yesterday afternoon. While market corrections are a normal part of investing,

Read More

Keywords: covid19

The IRS Data Theft Problem

March 4, 2020

Here's how to minimize your risk

Read More

Setting up Your Business Accounting System

February 26, 2020

You've done the hard work. You have a new business idea or you've found an existing business to purchase. Want to help ensure your business success? Pay attention to correctly setting up your business' accounting system. Here's how.

Read More

You NEED These Documents to File Your Taxes!

February 24, 2020

It’s easy to get inundated with documents during tax season. You can receive documents from many different organizations, including employers, financial institutions and others. Many documents are now also being sent via e-mail

Read More

New W-4 Creates Questions for Human Resources

February 19, 2020

With the major Form W-4 overhaul for 2020, you may field questions from your employees. While it’s not your responsibility to provide tax advice to your employees, it’s good to be prepared to help answer common questions

Read More

Valentine's Day - Did you know?

February 14, 2020

Cupid, candy hearts, flowers and chocolates are common items associated with Valentine’s Day. According to the National Retail Federation, Americans now spend more than $20 billion lavishing gifts on their kids, friends and significant others.

Read More

New Rules Mean Saving More for Retirement

February 12, 2020

The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new legislation that will help you save more for retirement

Read More

Finding the Balance of Income vs. Spending

February 5, 2020

Every year the IRS publishes instructions to prepare your Form 1040, individual tax return. The publication for 2019 is a whopping 108 pages! On page 103 of the IRS booklet is a summary of collections (income) and spending (outlays) by the federal government. Given the election year, here is a summary of this recap and some general observations.

Read More

Keywords: 1040, irs, tax season

Avoid Misclassification: Understand Independent Contractors

January 15, 2020

The best way to avoid mis-classifying workers is to understand the defining characteristics of independent contractors — and then treat them as such. Use this to help you identify independent contractors and understand how they are different

Read More

Cash Flow: A Central Part of Your Business Plan

January 8, 2020

When tracking and planning your business objections, it’s easy to focus your analysis on two reports — the income statement and balance sheet. But one of the primary keys to your business’s success relies more on how you handle

Read More

Market Update: December 2019

January 2, 2020

What happened in December? Stocks continued to have positive returns. International stocks, measured by the MSCI World ex-US index, increased 3.19% in December. Large cap stocks, measured by the S&P 500 were up 3.02% for the month.

Read More

Save More This Shopping Season

December 18, 2019

This winter, the NPD Group’s 2019 Holiday Purchase Intentions Survey is reporting that Americans plan to spend an average of $740 on holiday shopping — a 7% increase since last year. The survey also found that more people started

Read More

3 Major Charity Scam Red Flags

December 11, 2019

You’ve probably already received several letters and phone calls from charities asking for donations. Most requests are from legitimate organizations. Some, however, are bogus charities set up by con artists who use the holiday

Read More

Time for a Yearly Credit Report

December 4, 2019

One way to head off fraud during tax season is to get your free annual credit report now. Credit reports often have errors in them; this quick checkup can be the first indication that some form of identity theft has taken place on your account.

Read More

November 2019 Market Insight

What happened in November? U.S. stocks continued to have positive returns. Large cap stocks, measured by the S&P 500 were up 3.63% in November. Small stocks, measured by the Russell 2000 were up 4.12%. International stocks, measured by the...

Read More

Keywords: market update

6 Ways to Cut Your Everyday Expenses

November 27, 2019

Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash

Read More

Tips to Improve Your Credit Score

November 20, 2019

Your credit score is more important than ever. Once viewed as a necessity when applying for a mortgage, it now factors into renting an apartment, paying for utilities, buying a cell phone, and determining the amount you pay for home and auto...

Read More

The Power of Cultivating Gratitude

November 18, 2019

What are some ways you can make gratitude part of your everyday life? Here are a few tips to help you get started:

Read More

Reminder: Major Employment Tax Deadlines

November 13, 2019

Handling employment taxes can be complicated, especially when you’re required to file important tax documents throughout the year. Here's a list of key forms and deadline dates to help keep you on track.

Read More

2020 Social Security Benefits

November 11, 2019

Take a look at how Social Security benefits have changed and learn a little more about retirement benefits and taxes.

Read More

Keywords: social security

Save Money With These Year-End Ideas

November 6, 2019

There's still time to reduce your potential tax obligation and save money this year (and next). Here are some ideas to consider

Read More

October 2019 Market Insight

The so-called “Great Recession” ended more than 10 years ago. Since then, the U.S. economy has been in the longest recorded expansion in history. But good times don’t last forever. Because you’ve probably been hearing a number

Read More

5 Ways Payroll Services Boost a Business

October 30, 2019

Is a payroll provider right for you and your business? While it is an added expense, there are good reasons to add a partner to help with this service. Here are five things to consider.

Read More