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Clint Speaking at ‘Alternative Investment’ Conference

Clint spoke to investors on Monday at the Alternative & Direct Investment Securities Association (ADISA) Conference regarding implementing alternative investments for their clients. Topics included the challenges of due diligence for new strategies such as Opportunity Zone Funds, ongoing due diligence and operational issues. If any of the discussion items below interest you, drop us …

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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, …

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February 2019 Monthly Recap

Arnold Sports Festival The Arnold Sports Festival is the largest multi-sport event in the world. In Columbus, Ohio, nearly 200,000 fans will watch an estimated 20,000 athletes from 80 nations compete in 70 sports. The Arnold Sports Festival is co-promoted by legendary bodybuilder and film star Arnold Schwarzenegger and is a proving ground for many …

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Qualified Business Deduction for Real Estate

Business owners will be able to deduct 20 percent of their qualified business income on their 2018 federal income tax return. The 20% pass through deduction applies to businesses that qualify as a Section 162 trade or business. The IRS has issued further guidance for those wondering if income from rentals will qualify as Section …

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Tax Document Calendar

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released each year. Document name Information reported Availability date JANUARY 1099–Q Payments from Qualified Education Programs (under Sections 529 and 530) Distributions from qualified tuition programs and Coverdell ESA January 21, …

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