Our Writings

Summer 2015 Newsletter

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Happy 4th of July to our clients, friends and family!
A view from our office (Red, White and Boom – Columbus, OH)

Client Spotlight

Warren Fishman hit the front page of the Dispatch a few weeks ago for his involvement in Muirfield Country Club. We are fortunate to have this iconic Jack Nicklaus course built in our backyard. Once considered a questionable venture for Mr. Nicklaus, the course has joined the ranks of storied courses on the PGA Tour.
Mr. Fishman has intimate knowledge of Muirfield’s history as one of the first residents and still living in the village after nearly 40 years.

Tour de Grandview

Special thanks to Clint and Jenny for hosting a “viewing party” at their house last weekend.
The weather didn’t cooperate but that didn’t stop everyone from having fun!

Regulatory Update

What Should Plan Sponsors Expect in 2015?
  The experts at Clark Shaefer Hackett will discuss the following topics: 
• Why are health and welfare plans and ESOPs under scrutiny by the DOL
• Latest focus from the DOL for roles and responsibilities of plan sponsors for retirement plans
• Upcoming dates and deadlines to be aware of

July 15th, 12:00-1:00
(Webinar Sign Up)

What is the 5-year Rule for Roths?

There are actually two five-year rules you must know. (Learn More)

Affordable Care Act (ACA)

The Supreme Court rules 6-3 to allow subsidies – a move crucial to the viability of Obamacare. (Learn More)

Same-Sex Marriage Implications

The Supreme Court’s decision to remove the ban nationwide, removes tax and personal finance headaches; historically a planning nightmare. (Learn More)

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