Articles & Publications

The Bipartisan Budget Act of 2018 (The Act) was passed by the House and Senate in the early morning hours of February 9, 2018, and President Trump signed the bill later that day. There were 32 tax “extenders” (constantly. Read More >>

Well-crafted, up-to-date estate planning documents are imperative for everyone. They also can help ease the burdens on your family during a difficult time. Two important examples: wills and living trusts. The will A will is a legal document that. Read More >>

As you are aware, The Tax Cuts and Jobs Act was signed by the President on December 22nd “simplifying” taxes. As you may also be aware, the new tax law is more complex than it appears. We will be. Read More >>

  Ohio Governor John R. Kasich signed the biennial budget into law on June 30, 2017, enacting legislation to introduce a temporary tax amnesty program that will run from January 1, 2018, through February 15, 2018. Why should you. Read More >>

Gift Tax is one of the most misunderstood taxes for individuals. Most people think since they will never exceed the lifetime gift exemption ($5,490,000 for 2017) that they do not need to file a gift tax return, but there. Read More >>

On December 19, 2017, with a vote of 227-203, the House passed the final tax reform bill and the Senate followed with a vote of 51-48.  Due to a technicality on the bill, on December 20 the House re-voted. Read More >>

The Senate passed its “Tax Cuts and Jobs Act” bill in the wee hours of the morning Saturday, December 2nd. Will this be our biggest holiday gift (or a lump of coal) this year? That is yet to be. Read More >>

As 2017 starts to wind down, you may want to consider some strategic planning moves that may help lower your tax bill for this year and possibly next. Of course, significantly compounding the planning challenge this year is the. Read More >>

  On November 9, the Senate Finance Committee released a draft of its tax reform bill. Although the bill is not expected to pass in its current form, it provides insight into what certain Republican Senators on this committee. Read More >>

On Nov. 2nd, Kevin Brady, Chairman of the House Ways and Means Committee, introduced the “Tax Cuts and Jobs Act” (H.R. 1) which would overhaul and “simplify” the tax code.  We have summarized below some of the more prevalent. Read More >>