Publications

Due Date Approaches for 2017 Federal Income Tax Returns

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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 2016 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to …

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February 2018 Monthly Recap

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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! The deduction for contributions is per beneficiary, meaning if you contribute to more than one child’s 529, your deduction will be multiplied. Read More 10 Trends For Defined Contribution Plans …

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10 Trends For Defined Contribution Plans

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The 2018 Defined Contribution Survey by San Francisco-based Callan has been released. Callan is a consultant to sponsors of defined contribution plans that advises on over $2 trillion across its client portfolio. Callan’s survey—the 11th installment—draws data from 152 401(k), 403(b), and government sponsored 457 plans. More than 90 percent hold assets exceeding $100 million; and …

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Deducting 2017 Property Losses from Your Taxes

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Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you’ve suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return. What is …

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Is a nursing home the only option for long-term care?

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If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options. Home care Most people would prefer to stay in their homes as long as possible. Depending on your needs, you may only need help with some common daily living activities …

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