News

This blog will give information on the Ohio sales tax holiday.

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

This blog explains why it’s important to shred sensitive documents and provides tips on how to find a Shred Day event.

The tax season is officially here. If you haven't already, now is the time to get prepared.

This blog will talk about what financial documents you should back up to ensure your financial safety.

This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

This blog will give a summary of the events that have transpired regarding student loan forgiveness in the US.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.

This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

The Mega Roth (aka Super Roth) 401(k) strategy continues to be widely misunderstood even though this “back door,” as it’s sometimes referred to, has been legal since 2014.

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

The tax season is officially here. If you haven't already, now is the time to get prepared.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

Here are some things you might consider before saying goodbye to 2021.

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

As an investor, there are several important variables to consider regarding your taxes. With tax season underway, keep these 5 tips in mind.