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Investment Update


The year is off to a great start for stock investors, as the S&P 500 Index (U.S. large companies) is up 6.07% through the end of March. U.S. stocks have been strong over the course of the last several years, as we've seen only minor decline

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March 2017 Market Insight

April 4, 2017

It was an interesting month in financial markets as U.S. stocks and bonds were largely flat, while international stocks (MSCI EAFE) surged 2.75%. This surge of international stocks has been very short-lived so far, but the surge is worth noting

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Keywords: stock market

Apply for an extension if you can’t file by April 18

March 24, 2017

Tax time can be stressful, but don’t panic if you can’t file your tax return on time. There's still time to get an automatic six-month deadline extension.

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Keywords: tax extension

What’s due on April 18?

March 22, 2017

Tuesday, April 18, is a major tax deadline. Here are some of the tax filing and related deadlines:

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Keywords: tax deadlines

April IRA deadlines fast approaching

March 3, 2017

As tax day approaches, there are two other April deadlines that may apply to you. If you have an IRA, take note of these dates:

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Tax time is scam time - IRS announces the Dirty Dozen

March 3, 2017

Each year the IRS produces its "Dirty Dozen" list of tax scams. As criminals become savvier at stealing personal information and scamming people out of their money, taxpayers must be more vigilant than ever. Here are some of the more common scams...

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Keywords: tax scams

February 2017 Market Insight

March 1, 2017

What happened in February and Looking ahead...

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Keywords: market insight

More credits require questions

February 24, 2017

Common errors have helped to make the Earned Income Tax Credit (EIC) a major source of what the IRS calls "improper payments". The agency estimates that of the $66 billion in EIC funds paid in 2015, nearly a quarter were collected by filers who didn't qualify to receive them.

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Current tax law requires health insurance

February 23, 2017

During his first week in office, President Trump signed an executive order asking federal agencies to reduce the economic burden the Patient Protection and Affordable Care Act (ACA) puts on American citizens.

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2016 proof of health insurance: the Form 1095 wrinkle

February 23, 2017

Under the current Affordable Care Act (ACA), all Americans must have health insurance. If you receive your health insurance through the ACA marketplace or from your employer, you will receive a Form 1095.

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What records you need for tax preparation

February 3, 2017

If you're not a naturally organized person, keeping your tax records in one place might not be easy. But gathering the appropriate records ahead of time will make it easier on yourself and help ensure the accuracy of your tax return.

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Keywords: record keeping

When filing your taxes, why early may make sense

February 3, 2017

Even though the IRS has started accepting tax returns, most of us aren't yet ready to file. There are, however, reasons to consider filing your return early. Here are some of the most common:

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Keywords: income taxes, taxes

January 2017 Market Insight

February 1, 2017

Flipping through The Wall Street Journal for the past month, one might see front page headlines such as

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Keywords: stock, stock market

Time to plan for inflation-adjusted 2017 tax numbers

January 25, 2017

Each year, certain tax figures are adjusted for inflation. While most figures are unchanged versus 2016, there is more than a 7% increase to the maximum earnings subject to social security tax.

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Keywords: 2017 tax numbers

Making the most of your tax refund

January 25, 2017

If you are expecting a tax refund, you might consider investing your refund or using it to increase your financial security. While everyone's needs are different, here are some optional uses of your refund that may work for you.

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Keywords: tax, tax refund, taxes

New law offers new HRAs in 2017

January 6, 2017

A health reimbursement arrangement, or HRA, is a benefit plan you can offer to your employees to reimburse them for medical expenses that are not covered by an insurance plan. HRAs offer tax benefits, including the deductibility of contributions you make to your employees' accounts.

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Great Things are Happening in Ashland!

January 6, 2017

Ashland News

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Keywords: ashland, news

Jordan Lance Earns CFP Certification

January 6, 2017

We’d like to introduce you to Jordan Lance, CFP, who serves as an Investment Advisor Representative at Whitcomb & Hess.

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Keywords: cfp, jordan lance

Taxes under President Trump

By Jim Hess, CEO, CPA   |  January 6, 2017

By the time you read this article we will be less than two weeks away from Donald Trump's inauguration.

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Keywords: taxes, trump

What is “The Market?”


The Stock Market has returned 8% per year...

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Keywords: stock market

Standard mileage rates drop for 2017

January 6, 2017

Whether you drive your vehicle in your own business or reimburse your employees for business mileage, you'll need to revise the rate you use in 2017.

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December 2016 Market Insight

January 3, 2017

With winter now here and the holidays in the rear-view mirror, the markets also shared in the holiday cheer with a positive (but uneventful) December.

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Keywords: stock market, stocks

Standard mileage rates go down for 2017

December 28, 2016

Have you noticed the price of gas? So has the IRS – and the reimbursement rate for business mileage has gone down as a result. The new rate for 2017 is 53.5¢ per mile, down from the 2016 rate of 54¢ per mile.

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2017 financial shape up: Small steps toward big goals

December 28, 2016

Shaping up your finances in 2017 may seem like a big goal, perhaps even too daunting. But if you take one small step at a time, these small steps will add up. Here are suggestions.

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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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IRS extended the due date for Forms 1095

December 27, 2016

When you're an applicable large employer (generally, when you employ 50 or more full-time workers and equivalents), you're required to provide information about health coverage to the IRS and to your employees.

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Keywords: form 1095

Note the new due dates for Forms W-2 and 1099

December 27, 2016

As you begin your January payroll preparation, take into account earlier due dates for two common information reporting forms.

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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
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