Articles & Publications

Have you considered increasing your retirement savings plan’s default deferral rate, but are hesitant to act in fear of employee disengagement in the plan? Research suggests there’s likely little need for concern in making the change. Let’s discuss auto-enrollment. Read More >>

Comprehensive due diligence is an essential part of acquiring a business. Financial due diligence, in particular, can be a daunting task, especially for inexperienced buyers and sellers. Fortunately, financial and accounting professionals can help evaluate past and future financial. Read More >>

If you have been considering whether a switch from QuickBooks Desktop to QuickBooks Online is right for you, you’re not alone. In an era where digital transformation is reshaping industries, the contemplation of upgrading tools is inevitable. The shift. Read More >>

The Ohio Department of Taxation announced that the 2024 Sales Tax Holiday will begin on Tuesday, July 30, and run through Thursday, August 8, ending at 11:59 pm. This extension from the usual Friday through Sunday event means more days to. Read More >>

When gathering documents for your income tax return, remember to consider any home improvements made during the year. There are two main credits to consider: Energy Efficient Home Improvement Credit (25C) and the Residential Clean Energy Credit (25D). Energy. Read More >>

It is with pride and purpose that we announce John Burgett has joined our Northeast Ohio team! John A. Burgett, CPA, MSA, joins us as a tax senior manager in our State and Local Tax (SALT) services group. With. Read More >>

Regional Leader For the fifth consecutive year, we have secured a spot on the highly esteemed list of Accounting Today’s 2024 Top Firms in the Great Lakes Region, which encompasses the states of Illinois, Indiana, Michigan, Wisconsin and Ohio!. Read More >>

Offering matching contributions in your 401(k) plan serves dual purposes: it’s a valuable benefit for your employees and a catalyst for their retirement planning journey. However, striking the right balance between affordability and effectiveness is key. Let’s explore how. Read More >>

As the owner of a privately held enterprise, understanding your business’s worth becomes pivotal whether you’re considering a sale, attracting new investments or facing legal and tax obligations. Business appraisers employ a blend of the three most common valuation. Read More >>

If your manufacturing business operates across state lines, understanding your state income tax obligations is crucial. While much attention has been given to sales tax obligations since the landmark 2018 Supreme Court decision in South Dakota v. Wayfair, Inc.,. Read More >>