Articles & Publications

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 >>

  The IRS recently announced the 2018 cost-of-living adjustments (COLAs) that impact retirement plans and the Social Security Wage Base (SSWB). After the largest increase in 20 years in the SSWB from 2016 to 2017, the SSWB increased by. Read More >>

  On September 29, 2017, President Trump signed the Disaster Tax Relief and Airport and Airway Extension Act of 2017 (“Bill”). This bill extends several federal aviation programs set to expire, aviation taxes, and public health programs through March. Read More >>

The ERISA requirements for delivering retirement plan information to participants are extensive — and potentially expensive. As a plan sponsor, you must deliver multiple disclosures to participants on a regular basis, ranging from plan notices to quarterly benefit statements.. Read More >>

Summer is almost over and back-to-school shopping is right around the corner.  For the third 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.. Read More >>

A common operational defect occurs when employee benefit plans do not utilize the proper definition of “eligible compensation” when determining salary deferrals, matching contributions and employer discretionary contributions. Wide-Ranging Definitions The definition of “compensation” can be wide-ranging — covering. Read More >>

To help you make sure you don’t miss any important 2017 deadlines, we’ve provided a list of important deadlines for the various tax-related forms, payments and when other related actions are due. Be aware that some deadlines have been. Read More >>

  As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the planning challenge this. Read More >>

In June of 2015, President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act. Although this legislation primarily deals with highway infrastructure, it has a huge impact on the due dates for many tax returns, beginning. Read More >>

  The IRS recently announced the 2017 cost-of-living adjustments (COLA) that impact retirement plans and the Social Security Wage Base (SSWB). After little to no increases in the SSWB over the past few years, the SSWB increased by over. Read More >>