Blog

First 1 2 3 4 5 6 7 8 9 [10]

Subscribe to RSS feed 

Will rising interest rates affect you?

February 29, 2016

For almost the entire past decade, interest rates held steady at near-zero levels. Then, in mid-December 2015, the Federal Reserve raised rates by one-quarter percentage...

Read More

Keywords: interest rates

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.

Read More

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.

Read More

Plan for changes to social security

February 24, 2016

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

Read More

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.

Read More

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.

Read More

Benefit from Section 179 depreciation changes

February 5, 2016

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

Read More

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.

Read More

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?

Read More

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...

Read More

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.

Read More

Keywords: 2016 tax numbers

Note upcoming tax deadlines

January 26, 2016

Tax deadlines are fast approaching!

Read More

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.

Read More

Keywords: retirement plans  |   0 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...

Read More

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...

Read More

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.

Read More

Keywords: irs mileage

2016 Retirement Contribution Limits

January 8, 2016

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

Read More

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.

Read More