Articles & Publications

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 results are in and Donald Trump will be our next president.  As tax advisors, we were paying attention to his tax plans as he was articulating them during his campaign trail. His plans included changes for individual taxes,. Read More >>

There are plenty of valid reasons for plan sponsors to switch service providers. For example, the performance of their investment provider may come into question, or they may be dissatisfied with the current record-keeper’s services or fees, or a. 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 >>

You think you’ve found it — the right company to buy. You’ve made a bid, signed a letter of intent and have the seller’s financial statements. They look good, but is the seller telling the whole story? Caveat emptor.. Read More >>

  The U.S. Department of the Treasury and IRS have issued final and additional temporary regulations (Section 385 Final regulations) providing guidance on the treatment of related party debt. These regulations restrict the ability of corporations to strip income. Read More >>

Accounting Standards Update 2016-14 Not-for-Profit Entities (Topic 958) Presentation of Financial Statements of Not-for-Profit Entities The Financial Accounting Standards Board (“FASB”) issued an accounting standards update in August 2016 to improve the information provided in not-for-profit financial statements and. Read More >>

As a construction business owner, you’ve probably completed a job with high hopes only to find that the anticipated profit had somehow evaporated. That is, the costs of performing the work equaled or exceeded the revenue it brought in.. Read More >>

We are pleased to announce the following promotions within Northeast Ohio: Samantha M. Rathburn, CPA, to Manager, Taxation Services. Samantha serves a variety of industries including service, real estate, and restaurant hospitality. Her expertise includes C-corporations, S-corporations, limited liability. Read More >>

In today’s age of technology, there seems to be a new scam daily and more and more of them are involving the Internal Revenue Service (IRS) and taxes. The IRS issued an alert informing taxpayers of the most recent. Read More >>