May 2018 Monthly Recap

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 Executive Director of a private non-profit business in Columbus, Ohio. Meredith grew up in Bexley, Ohio and received her Bachelor’s degree in Business Administration from Emory University. She is thrilled to be the new marketing and administrative assistant for Beacon Hill. She lives in German Village with her husband and two dogs and is expecting her first child in early Fall.

The Memorial Tournament

Tax season and April showers are behind us and the Jack Nicklaus’ Memorial Tournament is quickly approaching. In just four short weeks, Columbus will celebrate our hometown legend in a tournament that brings the best golfers to Dublin, Ohio. Hope to see you out on the course! Read more.

Family Leave Tax Credit

A new federal tax credit for employers was created by the Tax Cuts and Jobs Act of 2017. Employers that offer employees up to 12 weeks of paid family and medical leave may claim a tax credit for a portion of the wages paid during their leave. Read More

Social Security Benefits

Most people receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more. Read More

Gift and Estate Tax Rules

The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18 million in 2018 (adjusted for inflation in later years). Read More

Dividend Investing

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e. price increases) or dividends payments. Read More