News

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.

Whether you've run a business for years or are starting, understanding your business taxes is essential. If you've been affected by COVID-19, here's how the CARES Act impacts business taxes for 2020.

If you are a high-earner, here are 6 challenges that could arise during a Biden administration.

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

Marc Henn, President of Harvest Financial Advisors in West Chester, Ohio, was interviewed by WLWT about the upcoming IRS stimulus payment.

The IRS has released the 2020 tax brackets, ranging from 10% to 37%. Find out where you'll fall and what changes have been made.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

For those who have recently arrived in the United States, our federal tax system can often be a challenge to navigate on your own.