Tax Season is Here! – January ’23 Update
Financial markets started the year off well. US small cap stocks and international large cap stocks fared best, but US large caps and bonds also increased.
February 1, 2023
Tax Season is Here! – January ’23 Update
W&H Team News
Holiday Party The week before Thanksgiving, we gathered our team and their spouses together for some fun and fellowship before the holiday season kicked off.
January 14, 2023
Roth IRA Conversions in a Down Market
While many investors saw their account values drop in 2022, there may be a silver lining. Perhaps this is an opportunity to do a Roth
January 13, 2023
Celebrating 40 Years of Client Service
This year marks the 40th Anniversary of our firm. Ed Whitcomb had provided outstanding service as a CPA in Ashland for many years before meeting
January 12, 2023
New Year, New Limits
Happy New Year! 2023 opens with the ability to contribute more to your retirement accounts. Due to the high inflation we saw in 2022, many
January 11, 2023
December ’22 Update
Financial markets had mixed returns in December. Bonds and international stocks were roughly flat, while US large and small cap stocks declined. For the year, all four asset classes went down in value.
January 3, 2023
QBO How-To: Recurring Transactions
Recurring transactions can help save you time and data entry in many ways. Some of the most common times using recurring transactions are used described
December 26, 2022
QuickBooks Online – Favorite Reports
You’ve entered your invoices, paid your bills, reconciled your bank account – but what does it all mean? How is my business really doing? QuickBooks
December 19, 2022
