Ohio’s New Biennium Budget

By Mark Fissel
Posted on July 1st, 2013

There were a few controversial social measures in the new State biennium budget which was signed into law on June 30th by Gov. John Kasich. […]

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Choosing a Retirement Community

By Mark Fissel
Posted on July 1st, 2013

Perhaps you’ve seen ads for a new “over 55” luxury condominium development in your town. Or another winter of shoveling has finally convinced you that […]

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Portability of Applicable Exclusion Amount between Spouses

By Mark Fissel
Posted on July 1st, 2013

Transfers of property during life or at death are generally subject to federal gift or estate taxes. However, each taxpayer has an amount of property […]

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Mid-Year Planning: Accounting for New Tax Rules

By Mark Fissel
Posted on July 1st, 2013

The American Taxpayer Relief Act of 2012 (ATRA), passed in early January, permanently extended a host of expiring tax provisions. It also largely set the […]

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Quarterly Economic Perspective

By Mark Fissel
Posted on July 1st, 2013

The U.S. economy grew more slowly during the first quarter than previously thought, but the 1.8% increase in Q1 gross domestic product was still substantially […]

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Quarterly Market Review

By Mark Fissel
Posted on July 1st, 2013

The Markets Ironically, good news for the economy translated into bad news for investors after the Fed provided its blueprint for winding down the quantitative […]

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Economic Perspective (May 2013)

By Mark Fissel
Posted on June 3rd, 2013

The U.S. economy grew 2.4% during the first quarter of 2013–a fraction less than the Bureau of Economic Analysis’s 2.5% initial estimate but still an […]

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Market Recap (May 2013)

By Mark Fissel
Posted on June 3rd, 2013

Despite some volatility toward the end of the month, bulls generally continued to have their way with domestic equities. The S&P 500 barely took a […]

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What are the new Section 179 expensing and bonus depreciation rules for 2013?

By Mark Fissel
Posted on May 29th, 2013

As a business owner, you may have faced the prospect of losing two important tax-saving provisions as part of the fiscal cliff: the temporarily expanded […]

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Coordinating Social Security Benefits with Other Retirement Assets

By Mark Fissel
Posted on May 29th, 2013

Social Security provides retirement income you can’t outlive. And, in addition to your own benefit, your spouse may be eligible to receive benefits based on […]

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