December 2018 Monthly Recap

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Posted on December 11th, 2018

Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing […]

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November 2018 Monthly Recap

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Posted on November 7th, 2018

  Beacon Hill Welcomes Anna Ursu Anna Ursu is the newest member of the Beacon Hill team. She joins us after spending several years as […]

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October 2018 Monthly Recap

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Posted on October 11th, 2018

Opportunity Zones By Clint Clint Edgington, CFA My most recent research has been on Opportunity Zones, and Qualified Opportunity Zone Funds (“QOZ Funds”), and the […]

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September 2018 Monthly Recap

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Posted on September 9th, 2018

J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience   by Anne Zavaglia A small number of business owners choose […]

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August 2018 Monthly Recap

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Posted on August 6th, 2018

ESOPs: Sell Your Business and Give Employees the Upside of Ownership by Anne Zavaglia An Employee Stock Owndership Plan (“ESOP”) offers a tax advantaged way […]

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July 2018 Monthly Recap

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Posted on July 6th, 2018

Do You Have an Exit Plan in Place for Your Business? by Clint Edgington Exit planning is something that all business owners will have to […]

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May 2018 Monthly Recap

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Posted on May 7th, 2018

Meet Meredith Stoudt Meredith Stoudt is the newest member of the Beacon Hill team. She joined us in April after spending five years as the […]

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April 2018 Monthly Recap

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Posted on April 6th, 2018

Tax Filing Deadline The deadline to file and pay any taxes due is Tuesday, April 17, 2018. The filing tax deadline is later this year […]

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March 2018 Monthly Recap

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Posted on March 6th, 2018

Advisor Spotlight Beacon Hill welcomes Chris Bright as the newest member of our team! Chris’s experience as an Advisor and servicing Fortune 1000 retirement plans […]

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February 2018 Monthly Recap

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Posted on February 4th, 2018

Ohio 529 Plans Starting with the 2018 tax year, Ohio residents contributing to an Ohio 529 plan may deduct $4,000 from their state income tax! […]

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