Articles & Publications

As we approach the close of another year, it’s time to take stock of your financial strategies and consider smart year-end tax planning. While legislative uncertainties persist, we’ll focus on practical considerations that transcend the political landscape. These considerations. Read More >>

The IRS has announced the 2024 cost-of-living adjustments (COLAs), which impact retirement plans for more than 71 million Americans. These taxpayers will see a 3.2% bump in monthly Social Security benefits and supplemental security income payments in 2024, which. Read More >>

The Ohio Department of Taxation has released additional guidance for Ohio’s Commercial Activity Tax (CAT) following the enactment of  House Bill 33. These changes, which largely come into effect for tax periods beginning in January 2024, will have a. Read More >>

Have you ever thought about turning your hobby into a business? It’s a great idea, but there are some important things you need to know, especially when it comes to your taxes. The IRS has rules to determine whether. Read More >>

Recently, the IRS issued additional guidance on several credits included in the Inflation Reduction Act (IRA) and the CHIPS Act passed in 2022. These credits can benefit you if you’re considering purchasing a clean vehicle or investing in clean. Read More >>

On July 3, 2023, Governor Mike DeWine signed Ohio House Bill 33, vetoing 44 items from the Ohio General Assembly’s version. The Bill introduces a range of tax-related changes that will impact many areas of Ohio including government, health. Read More >>

The Ohio Department of Taxation announced that the 2023 Sales Tax Holiday will begin on Friday, August 4 and run through Sunday, August 6 at 11:59 pm. During the holiday, the following items purchased for personal use will be exempt from. Read More >>

Under the 2017 Tax Cuts and Jobs Act (TCJA), the tax treatment of research and development (R&D) expenses have changed. These costs, also known as research and experimentation (R&E) costs, impact all taxpayers that have R&D expenses, not only. Read More >>

Congress has come together and agreed on an $1.7 trillion omnibus appropriations bill that was signed by The President last Thursday. Unfortunately, The Bill did not contain tax provisions that many were hoping for, such as the expanded Child. Read More >>

As another year ends, we still have uncertainty whether a tax package will be included in legislation to extend expiring tax credits, delay or remove the change to the treatment of research and development expenses or if the child. Read More >>