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Will the Shutdown Affect Tax Season?
By Anne ZavagliaPosted on January 7th, 2019
We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including […]
Learn MoreWomen face challenges when planning for retirement.
By Anne ZavagliaPosted on January 7th, 2019
Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer […]
Learn MoreOhio 529 Plan Tax Deductions
By Anne ZavagliaPosted on December 3rd, 2018
You have until December 31 to make contributions to an Ohio 529 Plan. Contributions up to $4,000, per beneficiary, are deductible on your Ohio state […]
Learn MoreBusiness Owners: What’s Your Plan for Retirement?
By Anne ZavagliaPosted on November 29th, 2018
Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]
Learn MoreRetirement Contribution Limits Increase in 2019
By Anne ZavagliaPosted on November 5th, 2018
The IRS has announced retirement contribution limits for 2019. It will be the first time in six years that Individual Retirement Accounts have seen an […]
Learn MoreTax Reform 2.0
By Anne ZavagliaPosted on October 2nd, 2018
The House passed three tax bills, known as Tax Reform 2.0, at the end of September. The legislation can now advance to the Senate, though […]
Learn MoreJ.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience
By Anne ZavagliaPosted on September 5th, 2018
A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan. Due to its very […]
Learn MoreESOPs: An Exit Plan for the Retiring Business Owner
By Anne ZavagliaPosted on August 2nd, 2018
An Employee Stock Ownership Plan, or ESOP, offers a tax advantaged way for a business owner to get liquidity from the business while sharing the […]
Learn MoreTax Cuts and Jobs Act
By Anne ZavagliaPosted on December 29th, 2017
The Tax Cut and Jobs Act was passed by Congress and signed into law by President Trump in December. How will the new changes impact […]
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