Will the Shutdown Affect Tax Season?

By Anne Zavaglia
Posted 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 […]

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Women face challenges when planning for retirement.

By Anne Zavaglia
Posted 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 […]

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Ohio 529 Plan Tax Deductions

By Anne Zavaglia
Posted 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 […]

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Business Owners: What’s Your Plan for Retirement?

By Anne Zavaglia
Posted 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 […]

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Retirement Contribution Limits Increase in 2019

By Anne Zavaglia
Posted 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 […]

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Tax Reform 2.0

By Anne Zavaglia
Posted 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 […]

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

By Anne Zavaglia
Posted 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 […]

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ESOPs: An Exit Plan for the Retiring Business Owner

By Anne Zavaglia
Posted 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 […]

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Tax Cuts and Jobs Act

By Anne Zavaglia
Posted 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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