March 2019 Monthly Recap

Beacon Hill Welcomes Hayley Gillum

Hayley Gillum joined the Beacon Hill team in January as an Administrative Assistant. Ms. Gillum is a graduate of the Ohio State University with a Bachelor’s degree in Consumer and Family Financial Services with a specialization in Financial Planning. She is excited to be working in the financial services industry, and gaining experience for the CFP® designation. Read More

Opportunity Zone Fund Update

By Clint Edgington

The landscape for Qualified Opportunity Zone funds continues to develop and show promise. While favorable taxation should never trump underlying investment merits, this strikes us at Beacon Hill as one of the most promising arrows in our quiver for maximizing a selling business owner’s after tax returns. Read More

2018 Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2017 tax return and gathering W-2s, 1099s, and deduction records. Read More

Tax Breaks For Child Care

More than 60% of children under age six in the United States have two parents in the workforce.1 Many of these working parents spend a burdensome share of their earnings on child care. The child-care tax credit, and dependent-care flexible spending account, can help offset some of the costs. Read More