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Some federal income tax refunds may be temporarily delayed

December 27, 2016

In general, you can expect your federal refund to be issued approximately 21 days after your electronically filed tax return has been accepted. However, identity theft is still a major problem, and the IRS continues to implement new strategies to protect taxpayer data.

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Get ready for earlier due dates for certain payroll returns

December 6, 2016

Updating your payroll records before year-end and putting procedures in place for annual reporting is an especially good idea this December. Two important due dates have been pushed forward...

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Payroll update: the overtime rule and other changes

December 5, 2016

Have you been keeping up with the latest changes in payroll reporting and other requirements? Here's an update.

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Keywords: flsa, overtime, payroll

November 2016 Market Insight

December 1, 2016

November markets have simply been captivated by the US Presidential election.

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Keywords: market, stock market

Are you up-to-date on the tax rules affecting your 2016 return?

November 25, 2016

Here's a quick review of some of the rules you can expect to encounter when you get ready to prepare your 2016 federal income tax return.

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Keywords: 2016 tax rules

No change to nanny tax threshold

November 24, 2016

The social security coverage threshold for domestic employees, including nannies, will remain at $2,000 for 2017, the same as the 2016 threshold.

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Keywords: nanny tax

Check your basis in your S corporation before the end of the year

November 23, 2016

Losses can be hard to take - so if you think your S corporation will show a loss for 2016, now's the time to plan to make sure you'll get the full tax benefit.

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Keywords: basis, s corporation

Judge Halts Overtime Ruling due to go into effect 12/1/16

By   |  November 23, 2016

On Tuesday, November 22, U.S. District Judge Amos Mazzant of the Eastern District of Texas issued a temporary injunction to stop the new regulation to the Fair Labor Standards Act. This regulation was set to go into effect December 1st...

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Keywords: dol, flsa, overtime

Be prepared for a higher social security wage base in 2017

November 22, 2016

For 2017, the wage base for withholding social security tax from wages has increased to $127,200, up from $118,500 in 2016.

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You still have time for tax-free gift giving

November 8, 2016

December 31 is the last day you can take advantage of this year's annual gift tax exclusion. The exclusion is the amount you can give away each year without triggering gift tax. For 2016, the exclusion is $14,000 per recipient.

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Keywords: tax planning

December 31: the deadline to donate or distribute

November 7, 2016

As an IRA owner, you've probably heard about required minimum distributions (RMDs). These account withdrawals, which are mandatory once you reach age 70 &1/2;, are coupled with a steep penalty for noncompliance, and you're generally required to take...

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Keywords: ira, retirement, rmd

7 Tricks to Budget Like a Pro

By   |  November 4, 2016

Life in the 21st century is pretty amazing. We have access to nearly limitless options - where to live and work, which degree to earn, what to eat for dinner, which show to stream, where to go on vacation, and so on.

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Keywords: budget

October 2016 Market Insight

November 1, 2016

U.S. stocks declined in October with the S&P 500 dropping 1.82% as the November 8th election approaches. It appears that the markets are reluctant to make large moves before it is clear who our next president will be...

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Keywords: stock market, stocks

Can your business survive these seven potential disasters?

October 30, 2016

Disasters, natural or otherwise, could ultimately lead to your company's demise. Fortunately, advance planning can keep you on track. Here are seven scenarios to be prepared for.

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Stay ahead of the deadline for 2016 required minimum distributions

October 29, 2016

If you're over 70 1/2; and are required to take distributions from your IRA or other retirement account, remember that you must take your 2016 required minimum distribution by December 31.

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Insurance enrollment begins this month

October 27, 2016

Beginning this month, you can sign up for a new 2017 health insurance policy on the health insurance Marketplace. You can also change or renew the policy you purchased during the last enrollment period.

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Save yourself some stress. Start your year-end tax review now

October 26, 2016

An important part of our service to you is to help identify actions you can take before year-end to minimize your personal 2016 federal income tax bill.

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Your Business Could Benefit from the PATH Act’s New Depreciation Rules

By Neil Hinkle, CPA   |  October 25, 2016

Your business just might benefit from the PATH Act (Protecting Americans from Tax Hikes), recent legislation that includes some interesting new opportunities to save taxes on the purchase of assets and upgrades to buildings.

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Mix up your fringe benefits to attract and retain staff

October 9, 2016

Fringe benefits can be a powerful tool for attracting and retaining staff. If you have an age-diverse workforce, providing the right mix of benefits can help you achieve your goal. Here are suggestions.

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Keywords: benefits

Make your charitable contributions count

October 8, 2016

Taking a deduction for donations made to charitable organizations sounds simple enough: make a donation and claim it on your tax return when you itemize your deductions.

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Chris Nadler Joins Our Team!

By Aaron Bates, CFP, Investment Advisor   |  October 7, 2016

We are pleased to announce that Chris Nadler of Mansfield, Ohio has joined our Investment Advisor Team.

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2016 Retirement Plan Contribution Limits

Retirement! A dream or a reality? I've yet to work with a client who doesn't want to retire. As we prepare for retirement, saving for that future spending is key. Are you saving as much as possible in Retirement Plans?

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Great Things are Happening in Ashland!

October 7, 2016

• Several new businesses will be coming soon to Ashland, including the Uniontown Brewery in Downtown Ashland, a new Hampton Inn and Suites, and a new Buffalo Wild Wings restaurant being constructed on Route 250.

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Keywords: ashland, events

September 2016 Market Insight

October 3, 2016

September was a back-and-forth month, as the bulls and the bears fought hard for control.

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Keywords: market, stock market

Smart financial decisions are simple, but not easy

September 27, 2016

Seeing purchases your friends post on social media can leave you envious - and might also foster a desire to buy a similar item.

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New procedure for 60-day rollover errors

September 26, 2016

Did you inadvertently miss the 60-day time limit for making an IRA or retirement plan rollover?

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Plan ahead for year-end business tax savings

September 23, 2016

As the end of the year approaches, turn your attention to ways you can reduce your 2016 tax liability. Here are suggestions.

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Year-End Tax Planning; What Documents Should You Gather?

By Neil Hinkle, CPA   |  September 15, 2016

As we approach the end of another calendar year, it's time to consider taxes due for this year and develop a strategy to reduce your tax bill before December 31st.

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August 2016 Market Insight

September 2, 2016

After strong gains in July, markets cooled off in August, with most popular indexes coming in relatively flat for the month. The one exception to this was the Russell 2000 (US small cap stocks)...

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Keywords: market, stock market

How to Live Within Your Means in Retirement

Looking back over advice I've given clients and blogs that I've written for our website, I realize there are a few topics that keep rising to the top. Call me crazy, but I really like educating people on retirement planning...

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Keywords: budget, retirement