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Preserve tax breaks with MAGI management

May 28, 2015

How close to the edge are you when it comes to tax phase-outs? As you begin your midyear tax planning, consider the effects of these benefit-limiting provisions.

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Keywords: magi, tax planning

myRA program now available

May 28, 2015

A new simplified Roth IRA is the latest retirement plan. The account is called a myRA (short for “my retirement account”).

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Keywords: myra, roth ira

Don’t overlook FBAR filing requirement

May 28, 2015

If you hold foreign bank or financial accounts and the total value of your account exceeds $10,000 at any time during the calendar year, you may be required to file a Treasury Department report...

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Are you Getting the Best Rate of Return on Your Investments?

By Ryan Gilmer, FPA, Investment Advisor   |  May 7, 2015

When it comes to maximizing the rate of return on investment accounts, everyone wants the same thing: lots of return and no risk! Unfortunately, these concepts are intertwined...

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Establish a good business foundation

May 7, 2015

As National Small Business Week shines a spotlight on entrepreneurs, you may be considering establishing your own company. Here are tips to help your new venture get a good start...

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Understand your IRA options

May 7, 2015

So you're ready to open an individual retirement account. But what type of IRA is best for you? Here's an overview to help you decide. IRAs generally fit into two categories...

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April 2015 Market Recap

May 1, 2015

We are now a third of the way through 2015. Here is an update of major market returns for the calendar year: MSCI World ex USA (international stocks) 8.33% S&P 50

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Schedule a midyear tax review soon

April 22, 2015

As summertime approaches, tax planning is probably the last thing on your mind. The problem is that if you wait until December, there’s little time for changes to t

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Keywords: tax planning, taxes

Certain disabled get a new tax break

April 22, 2015

The “tax extenders” legislation that became law in December 2014 included the “Achieving a Better Life Experience Act” (also called the ABLE Act).

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Keywords: disabled, tax break

IRS releases 2015 business vehicle deduction limits

April 22, 2015

The IRS has published depreciation limits for business vehicles first placed in service this year. The limits for passenger autos remain the same as the 2014 limits, but

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Now is the time to check your 2015 tax payments

April 22, 2015

If you got a big tax refund or owed the IRS a lot of money when you filed your 2014 tax return, it may be time to adjust your income tax withholding. Many people like to

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Keywords: tax, tax payments, taxes

Reminder: Tax-exempts have filing requirement coming soon

April 22, 2015

Tax-exempt organizations are required to file annual reports with the IRS. Those with gross receipts of $50,000 or less can file an E-postcard rather than a longer version of Form 990

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How to Manage your Money When Credit Card Debt Looms

By Ryan Gilmer, FPA, Investment Advisor   |  April 16, 2015

Young people have many decisions to make regarding how they manage money. These decisions become amplified because in the early years of our career, we usually have entry

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Retirement Calculators Only Go So Far: Trusted Financial Advice Takes You to the End


Just for fun, I Googled “Retirement Calculators” to see what I could find. And yes, I actually used some of the calculators to make sure my husband and I were

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Life Insurance for Young Professionals

By Aaron Bates, CFP, Investment Advisor   |  April 3, 2015

If you are a young professional with a young family, there is never a time when you need life insurance more than you need it right now!“What kind of life insurance

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Investment Update - March 2015

By Ryan Gilmer, FPA, Investment Advisor   |  April 3, 2015

Each Quarter, our newsletter, the InForm, includes an Investment Update which provides insight into stock market activity over the prior quarter. If you are interested

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Keywords: investment, stock market  |   2 comments

Best Ways to Save Money on Your Taxes

By Jim Hess, CEO, CPA   |  April 3, 2015

Spring has at last arrived! Does your employer offer a retirement plan? Of course, taking advantage of your 401(k), 403(b) or SIMPLE IRA makes sense because, in most case

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Keywords: tax, tax savings  |   0 comments

Wondering What's Up in the Stock Market?

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

Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co., gives her view of Q1 and forecast for Q2.

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Ohio—Income Tax: DOT Not Seeing Let-Up in Fraudulent Filings

By Roger Kramer, CPA, CITP   |  April 2, 2015

The Ohio Department of Taxation has issued another press release warning taxpayers that the department is experiencing no let-up in the recent fraud attempts.

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March 2015 Market Recap

April 1, 2015

This is the third edition of our Monthly Market Recap. In January we began sending out monthly market recaps to keep you abreast of our views on investments, markets and personal finance.

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Save money on safety equipment purchases through Bureau of Workers’ Comp grant program

By Kim Tanner, SPHR   |  March 11, 2015

Business owners can save money purchasing safety equipment through Ohio BWC grants.

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Protect your identity

March 5, 2015

One form of tax identity theft involves someone stealing your social security number and filing a false return in order to get your tax refund. The problem is huge and growing

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Keywords: id theft

Business Alert: Final "repair" rules in effect

March 5, 2015

Final IRS rules known as the "repair regulations" are effective for your 2014 tax return. The rules clarify which costs should be capitalized and which can be expensed

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February 2015 Market Recap

March 2, 2015

After struggling in January, stocks rebounded strongly in February. As of the end of February 2015, year to date returns for major markets look like this: MSCI World ex

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How to Gain Ground with Small Business Tax before April 15!

By Bill Harvey, CPA   |  February 28, 2015

April 15 is nearing; get a handle on small business tax

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Keywords: small business tax  |   0 comments

Invest or Pay off Debt?

By Aaron Bates, CFP, Investment Advisor   |  February 28, 2015

Taking on debt and thinking of retirement or investing? A financial advisor can help sort it all out.

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Make time for your annual business checkup

February 20, 2015

You get an annual checkup from your physician to monitor and manage your personal health. Shouldn’t you do the same for your business?

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Set your tax and financial course for 2015

February 20, 2015

Were you less than satisfied with your financial situation at the end of 2014? If so, making tax-smart decisions in 2015 could provide a helpful course correction.

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Keywords: finances, tax, taxes

Jordan Lance passes Series 65 exam to become Investment Advisor Representative

By Kim Tanner, SPHR   |  February 20, 2015

We are pleased to announce that Jordan Lance, recently passed his Series 65 exam to become an Investment Advisor Representative.

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Libby Wires passes CPA exam

By Kim Tanner, SPHR   |  February 12, 2015

We are pleased to announce that our team member, Libby Wires, recently passed her Ohio Accountancy Board exam to become a Certified Public Accountant.

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Keywords: libby wires
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