Articles & Publications

  On January 31, 2017, Ohio Governor John Kasich proposed a new two-year state budget that includes moderate state tax law changes. With Ohio losing revenues from sales taxes on business internet service provider access and Medicaid purchases due. Read More >>

Company valuations today are at the highest levels we’ve seen in years. So if you’re a business owner thinking about a liquidity event, now would be a good time, right? Not so fast. Even though the value of their. Read More >>

  Last week the Internal Revenue Service (IRS) released proposed regulations under Internal Revenue Code Section 2704 (Section 2704) that impact the valuation of interests in closely held businesses for estate and gift tax purposes. As mentioned in our. Read More >>

AKRON, OH – July 18, 2016 – Theodore “Tod” Wagner, managing partner of the Cleveland office of regional accounting and business advisory firm Bober Markey Fedorovich (BMF), was selected as a member of Leadership Cleveland, Class of 2017. Leadership. Read More >>

  There have been recent rumblings that the IRS might soon publish regulations limiting use of certain valuation discounts for estate and gift transfers of closely held business interests to family members.  While the technical details related to such. Read More >>

If you are like many small business owners, you have worked hard for much of your life to build your company into a successful enterprise.  But have you devoted the same planning and attention to your business’ “end game?” . Read More >>

  Trustees have a small window of opportunity to save potentially thousands in tax dollars if they act quickly by March 6, 2014.  Trust distributions have always been an important planning tool to maximize tax savings for trusts and. Read More >>