Articles & Publications

IRS Issues Guidance Around Extended Tax Filing Deadline

On March 17 the IRS announced an automatic postponement of the tax filing deadline from April 15 to May 17 “to help taxpayers navigate the unusual circumstances related to the pandemic, while also working on important tax administration responsibilities.”. Read More >>

2021 Client Letter: A Year in Review

view PDF Dear Clients, Friends and Community Partners, For the first time in over 25 years, our annual client letter has both a new look and a new voice. This is the first year we’re coming to you by. Read More >>

Four Promoted to New Director Roles

In addition to our new organizational leadership structure which took effect January 1, 2021, we have created a new Director role and appointed four leaders within the firm to hold these positions. Karen Costantini, Cindy Mitchell and Tara Shulas. Read More >>

Keith Libman Receives 2020 Gries Family Award for Community Leadership

We are pleased to announce that Keith J. Libman, CPA, has received the 2020 Gries Family Award for Community Leadership by the Jewish Federation of Cleveland. This prestigious award is presented annually to an outstanding leader who has made. Read More >>

Opportunities and Implications of the Business Law & Tax Changes in Response to COVID-19

Tod Wagner discusses tax planning in the current environment, including tax law changes and extensions in response to COVID-19. Read More >>

Paycheck Protection Program: Taxability of Loan Forgiveness

On April 30, 2020, the IRS released additional guidance in Notice 2020-32 regarding the tax treatment of amounts forgiven under the Paycheck Protection Program (PPP) loans, which are a key part of the CARES Act. According to this new. Read More >>

Ohio Governor DeWine Signs COVID-19 Related Legislation

On March 27, 2020, Ohio Governor Mike DeWine signed into law Ohio House Bill 197 (HB 197), which provides emergency relief to Ohioans during the COVID-19 pandemic. This legislation includes several tax provisions for individuals and businesses. To align. Read More >>

In Response to COVID-19: House & Senate Approve $2 Trillion Economic Rescue Package; Tax Extensions Clarified

In an effort to rush sweeping aid to businesses and workers, lawmakers reached agreement on another relief bill that includes several economic incentives, as well as additional tax relief provisions. The details of the $2 trillion stimulus package are. Read More >>

Treasury Extends Tax Filing Deadline 90 Days

In a historic move, Secretary of the Treasury, Steven Mnuchin has announced the April 15th tax filing deadline is changed to July 15 for all taxpayers and businesses via Twitter. “At @realDonaldTrump’s direction, we are moving Tax Day from. Read More >>

President Trump Signs Coronavirus Emergency Aid Package, IRS Issues Guidance on Tax Payment Extension

President Trump signed the latest coronavirus aid package into law Wednesday evening to provide relief amidst the coronavirus pandemic. The new law modifies and expands on the bill passed by the House on March 14th. This comes after receiving. Read More >>