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Tax planning, extenders, and uncertainty

November 13, 2015

Are you ready for year-end tax planning? Maybe you're hesitating because you're wondering about the fate of "extenders," those temporary tax breaks that Congress generally...

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Keywords: tax, tax planning

The Affordable Care Act: What's the latest?

November 13, 2015

What's new with the Affordable Care Act? Here are recent updates. * Open enrollment. The "open enrollment period" began November 1 for 2016 individual health insurance..

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Looking for the perfect place to retire? Don’t look too far


Ashland may not be known for its sandy beaches or warm winters, but it may need to be on your retirement destination radar for another reason: Ashland was recently rated

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October 2015 Market Insight

November 2, 2015

Markets have rebounded strongly in the month of October, recovering most of the correction from August and September. What a difference a month makes!

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Keywords: stock market

Critical things to consider in purchasing a business- part III - Due diligence and fiscal fitness

By Jim Hess, CEO, CPA   |  October 27, 2015

This is part three of a four part series of blogs. The first two parts covered a personal assessment and external issues to consider before purchasing a business.

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Update your beneficiary designations

October 23, 2015

Are your beneficiary designations up to date? Do you know which accounts have beneficiaries, and whom you’ve designated? It’s easy to lose track.

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Consider the value of time in business decisions The “time value of money” is a critical concept in handling personal finances.

October 23, 2015

The “time value of money” is a critical concept in handling personal finances.

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Take your required 2015 distribution

October 22, 2015

If you’re over 70½ and are required to take distributions from your IRA or other retirement account, remember that you must take your 2015 RMD (required minimum distribution)...

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Charity scams: IRS issues another warning

October 22, 2015

The IRS has once again issued an alert for scams relating to fake charities. This time the fraudsters are looking to profit from the severe flooding in South Carolina that...

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Keywords: charity scam

Insurance enrollment begins this month

October 22, 2015

Beginning this month, you can sign up for a new 2016 health insurance policy on the health insurance Marketplace. You can also change or renew the policy you purchased...

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Don’t forget to include Retirement Planning as a line item of your budget!


I’ve yet to meet anyone who doesn’t want to retire “someday.”..

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Start planning for the "Cadillac" tax

October 13, 2015

Are you preparing your business for the "Cadillac" tax? This Affordable Care Act provision is actually named the "Excise Tax On High Cost Employer-Sponsored Health Care

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Make tax-saving investment moves before year-end

October 13, 2015

As tax rules proliferate, the thought of planning may seem overwhelming. But there's no rule that says you have to tackle everything at once. Instead, focus on one area

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IRS offers helpful information on ID theft

October 8, 2015

Did you know that in 2014, 9.9 million Americans were victims of identity theft? This crime cost them roughly $5 billion!

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Saving for retirement - some things never change

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

We are celebrating 32 years of service to our clients this month! Since our firm’s inception in 1983 a lot has changed but some things remain the same.

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Happy 80th Birthday Social Security!


The Social Security Administration (SSA) began as the Social Security Board (SSB) when President Franklin Roosevelt signed the Social Security Act on August 14, 1935.

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Keywords: social security  |   0 comments

Retirement Game Plan

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

Autumn in Ohio means football season, and as an alumnus of Ohio State, football is one of my favorite sports – Go Buckeyes!

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September 2015 Market Insight

October 1, 2015

Markets have continued their August slide into September. What are the options that people have in dealing with market corrections? Recently I came across an article written by Ben Carlson...

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Critical things to consider in purchasing a business - part II - External Forces

By Jim Hess, CEO, CPA   |  September 29, 2015

This is the second blog in a four part series. Part I discussed your very personal decision to buy a new business. This part covers some external issues to explore before you sign on the dotted line.

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How to keep your customers satisfied

September 23, 2015

In some industries, service has become a quaint memory. Customers are often reduced to selecting the provider that costs or annoys them the least.

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Keywords: customer service

Give your kids the power of a Roth IRA

September 23, 2015

Would you like to give your child a head start on smart money habits? Here& a suggestion: Have the child invest in a Roth IRA. Why? The tax-free compounding of con

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Keywords: roth ira

Introducing Beau Carpenter, CPA

By Kim Tanner, SPHR   |  September 17, 2015

We'd like to introduce you to Beau Carpenter, who began here as an accountant in August.

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Keywords: beau carpenter

Critical things to consider in purchasing a business - Part I

By Jim Hess, CEO, CPA   |  September 9, 2015

Critical things to consider in purchasing a business. What are you passionate about? What are you really good at? . Meet with your CPA or financial advisor to determine...

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Tax due dates change for 2016 returns

September 8, 2015

A new law signed in July changed the federal due dates for certain 2016 business tax returns and the annual "Report of Foreign Bank and Financial Accounts" (Form 114).

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Quick Tips for QuickBooks: Using Shortcuts

By Brittaney Reep CPA   |  September 4, 2015

While bookkeeping for any business is necessary, it can easily become a time intensive task. QuickBooks is known in the small business world for its ease of use...

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Keywords: quickbooks, tips  |   0 comments

Facing a Financial Puzzle? Budget Software Doesn’t Compare to Trusted Advice


The variety of budget software available today is vast. Sites like Mint.com and YouNeedABudget.com promise to help you create a current plan...

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Keywords: budget software  |   0 comments

August 2015 Market Insight

September 1, 2015

Recently, Wall St. Journal columnist Morgan Housel shared some timeless tidbits of advice about money, investments, career, and debt.

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Understand mutual fund expenses

August 25, 2015

Are you familiar with the charges imposed by the mutual funds you own? Since fund expenses affect your investment return, understanding the costs is an important step in...

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Keywords: mutual funds

Finish the year with effective tax planning

August 25, 2015

The fourth quarter is often make-or-break time in sports. Likewise, tax-cutting steps you take in the last three months of the year can transform a financial plan into a bona fide winner.

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Keywords: tax, tax planning

Roth re-do deadline approaching

August 25, 2015

It turns out you can go back after all - at least when it comes to last year’s decision to convert your traditional IRA to a Roth. The question is, do you want...

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Keywords: roth ira
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