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Back to School Advice for Managing Cash Flow

By Brittaney Reep CPA   |  August 18, 2015

It's that time of year again. Summer is coming to a close, kids are headed back to school, and it's time for your business to get serious about managing its cash flow.

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Keywords: cash flow, small business  |   0 comments

Social Security and Cash Flow Planning


I am a fan of budgets! Yes, that might make me a nerd, but I'm good with that. Some might think that being on a budget is too restrictive, but I have personally found that...

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End of summer means time for tax planning

August 7, 2015

As summer winds down, you might want to put serious tax planning on your agenda. Changes that have already taken place (the Supreme Court's decision on premium tax credit...

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Keywords: tax, tax planning

Act fast if your tax identity is stolen

August 6, 2015

Have you gotten a tax bill you weren't expecting based on income you never received? Has your federal income tax return been rejected, or your refund delayed?...

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July 2015 Market Insight

August 4, 2015

Have you ever thought about the most important characteristics that lead to successful investing? There are 5 areas of mastery that lead to long term investment success...

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Keywords: stock market, stocks  |   0 comments

Do you owe the “Nanny Tax”?

By Brittaney Reep CPA   |  July 28, 2015

If you are considering hiring someone to provide childcare in your home, you may be subject to the “Nanny Tax”. For more information about this tax, read...

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Businesses say taxes are a hassle

July 28, 2015

In a survey of small businesses conducted by the National Small Business Association, 59% of respondents said taxes were more of an administrative burden than a financial

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Keywords: business, tax, taxes

Scammers want to take your vacation

July 27, 2015

Buyer beware! Both the Better Business Bureau and the Federal Trade Commission have issued warnings about vacation fraud. By some estimates, this type of scam costs...

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Keywords: vacation fraud

IRS publishes 2016 HSA contribution limits

July 24, 2015

The IRS recently announced inflation-adjusted contribution limits for health savings accounts (HSAs) for 2016. HSAs are a combination of a high-deductible health insurance...

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Health care law survives Supreme Court challenge

July 24, 2015

On June 25, the U.S. Supreme Court issued its ruling on the controversial King v. Burwell case. The main issue in the case was...

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Do your homework on back-to-school tax breaks

July 23, 2015

Education tax planning can optimize the available breaks for saving and paying for school expenses. Here are some tips.

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Can You Afford NOT to Use Small Business Accounting Services?

By Bill Harvey, CPA   |  July 22, 2015

“I have QuickBooks, I don’t need to pay an accountant to prepare my business financial statements.” Well…maybe, but in my experience as a CPA, ...

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Need to save on taxes? It starts with your budgeting


We’ve all been there before—every time a new debit hits your checking account you think about your need to sit down and put together a budget. Life is busy, but...

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Keywords: budgeting, taxes  |   0 comments

Will expected changes to the FLSA affect your payroll?

By Kim Tanner, SPHR   |  July 10, 2015

On June 30, the Department of Labor (DOL) announced a proposed Fair Labor Standards Act (FLSA) rule that will affect nearly all businesses by increasing the number of employees...

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Keywords: business, overtime, payroll  |   0 comments

IRS interest rate update

July 9, 2015

When you underpay tax, either on your personal or business return, you'll owe interest on the shortage. The interest accrues from the date the tax was due until you actually pay it...

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No change to Affordable Care Act credit

July 9, 2015

In June, the U.S. Supreme Court decided the fate of the premium tax credit under the Affordable Care Act.

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Maximize tax benefits of carryforwards and carrybacks

July 2, 2015

Although the tax code contains some exceptions, income is generally taxable in the tax year received and expenses are claimed as deductions in the year paid.

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Refocus your business

July 2, 2015

Are problems beginning to surface in your business? Have profits been dwindling? Are customers complaining with greater frequency? Are competitors encroaching on your market share?...

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Keywords: business, profits

June 2015 Market Recap

July 2, 2015

Here is an update of major market returns for the calendar year (YTD): Barclays US Aggregate Bond: -0.10%,S&P 500 (US large cap): 1.23%,Russell 2000 (US small

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Recap From the Morningstar Investment Conference

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

The Morningstar conference is one of our favorite events of the year. At current prices, it’s going to be harder to generate future returns in stocks and bonds...

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Social Security and the Non-Covered Pension


When working with our clients on filing for Social Security benefits, we strive to explore all available claiming strategies.Recently, I had the privilege of helping several...

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Change in Intrepid fund name

July 2, 2015

Effective 6/29/2015 the Intrepid Small Cap Fund (ICMAX) Intrepid Endurance Fund (ICMAX). The fund’s management and objectives will not change at all.

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Keywords: icmax, intrepid fund  |   0 comments

Meet Tammy Higgins, Client Service Specialist

July 2, 2015

We’d like to introduce you to Tammy Higgins, who began here as a Client Service Specialist in June.

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Kasich signs biennial budget

July 2, 2015

On Tuesday, Governor John Kasich signed House Bill 64 into law, (Ohio’s biennial budget) which included about $400 million in tax breaks for Ohioans.

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Tax planning is essential for second marriages

July 2, 2015

Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning...

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Retirement Planning


When planning to build a house, you first brainstorm. What is important? Essential? Nice, but maybe not necessary? Then a blueprint is designed. Most contractors would not...

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Using QuickBooks as a tool to manage your business!

By Neil Hinkle, CPA   |  June 11, 2015

Like many small business owners, you may have chosen QuickBooks to track your business transactions due to its ease of use and relatively low cost. In fact, many small bu

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Keywords: quickbooks, small business  |   0 comments

Plan for a Successful Future with an Independent Investment Advisor

By Ryan Gilmer, FPA, Investment Advisor   |  June 5, 2015

Planning for a successful financial life can be an overwhelming task. Much of life is lived on a “survive today” basis. But working with a financial advisor can...

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May 2015 Market Recap

June 1, 2015

MSCI World ex USA (international stocks): 7.39%,Barclays US Aggregate Bond: 1.00%. that’s exactly the best time to buyThis market update should not be regarded a

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Is your information safe from Cyber Breaches?

By Bruce Ronk, Systems Administrator   |  May 29, 2015

You probably saw the news this week that the IRS reported the theft of tax payer information from their online “Get Transcript” service. It’s frightening to think...

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