Articles & Publications

This week, the IRS announced the 2023 cost-of-living adjustments (COLAs), which impact retirement plans for more than 67 million Americans. In addition, the Social Security Administration announced the 2023 social security wage base will be $160,200, which reflects a. Read More >>

The Ohio Department of Taxation announced that the 2021 Sales Tax Holiday will start on Friday, August 6, 2021, and end on Sunday, August 8, 2021, at midnight.  During the holiday the following items will be exempt from sales and use. Read More >>

During his April 28 address to a joint session of Congress, President Biden laid out The American Jobs Plan and American Families Plan (Biden Plan), a $1.8 trillion plan that places a priority on “our kids, our families and. Read More >>

On March 11, 2021, President Biden signed the American Rescue Plan Act (ARPA), which provides almost $2 trillion to support families and businesses affected by the COVID-19 pandemic. Here is a summary of the tax-related provisions in the Act.. Read More >>

Year-end tax planning is always challenging, but President-Elect Biden entering the White House along with the coronavirus pandemic have added a whole new layer of complexity to the equation. The balance of power in the Senate will be determined. Read More >>

This week, the IRS announced the 2021 cost-of-living adjustments (COLAs), which impact retirement plans for more than 67 million Americans. In addition, the Social Security Administration announced the 2021 social security wage base will be $142,800, which reflects a. Read More >>

Remember the payroll tax deferral for employers we talked about a few months ago? In early August, President Trump signed a few executive orders to help people who are struggling financially, including payroll deferrals for employees. The Order says. Read More >>

There have been several changes to Required Minimum Distribution (RMD) rules this past year. When the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed last December, it changed the age limit for RMDs from age 70 ½. Read More >>

The Ohio Department of Taxation announced that the 2020 Sales Tax Holiday will start on Friday, August 7, 2020 and end on Sunday, August 9, 2020 at midnight. During the holiday, the following items will be exempt from tax:. Read More >>

The Coronavirus Aid, Relief and Economic Security (CARES) Act and The SECURE Act include several retirement plan provisions benefiting plan sponsors and participants and their families. The IRS recently issued guidance in the form of a Q&A relating to. Read More >>