Articles & Publications

For even the most well-intended and conscientious plan sponsor, the complex rules and regulations regarding retirement plans can result in the occasional error in administration or operation. Operational errors are made while carrying out the plan in accordance with. Read More >>

With the 2017 Tax Cuts and Jobs Act (TCJA) changing the playing field in the tax realm, there are several approaches you may want to consider before year-end to help minimize your tax burden. Below are some of the. Read More >>

The IRS has announced the 2020 cost-of-living adjustments (COLAs), which impact retirement plans for more than 67 million Americans. In addition, the Social Security Administration announced the 2020 social security wage base will be $137,700, which reflects a 3.6%. Read More >>

Back-to-school season has returned – and so has the Sales Tax Holiday! For the fifth consecutive year, The Ohio Department of Taxation has announced the return of the sales tax holiday to help reduce the back-to-school blow to your. Read More >>

This year was big. The barrage of tax changes and updates were so far-reaching, that every individual and business has been touched by it in some way. With the Tax Cuts and Jobs Act (TCJA) changing the playing field. Read More >>

Preparing a year-end checklist for your qualified retirement plan is a good way to help ensure your plan remains compliant with ERISA regulations throughout the year. A checklist can also serve as a valuable reminder of upcoming deadlines for. Read More >>

On Friday, the IRS announced the 2019 cost-of-living adjustments (COLAs), which impact retirement plans for more than 67 million Americans. In addition, the Social Security Administration announced the 2019 social security wage base will be $132,900, which reflects a 3.5% increase from 2018. Most. Read More >>

When you hire someone to work in your home, you may become an employer. Thus, you may have specific tax obligations, such as withholding and paying Social Security and Medicare (FICA) taxes, and possibly federal and state unemployment insurance.. Read More >>

When tax reform passed in December last year, corporations received a lower tax rate of 21%, while rates were slightly reduced for individuals. To give a similar benefit to businesses organized as pass-through entities tax reform enacted a 20%. Read More >>

Back-to-school shopping is right around the corner and for the fourth year in a row, The Ohio Department of Taxation has announced a sales tax holiday to help reduce the back-to-school blow to your wallet. The 2018 Sales Tax. Read More >>