Opportunity Zone Fund Update

By Clint Edgington
Posted on March 5th, 2019

The landscape for Qualified Opportunity Zone funds continues to develop and show promise.  While favorable taxation should never trump underlying investment merits, this strikes us […]

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Tax Breaks for Child Care

By Mark Fissel
Posted on March 1st, 2019

More than 60% of children under age six in the United States have two parents in the workforce. 1 Many of these working parents must […]

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Due Date Approaches for 2018 Federal Income Tax Returns

By Mark Fissel
Posted on March 1st, 2019

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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February 2019 Monthly Recap

By jporter
Posted on February 6th, 2019

Arnold Sports Festival The Arnold Sports Festival is the largest multi-sport event in the world. In Columbus, Ohio, nearly 200,000 fans will watch an estimated […]

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Qualified Business Deduction for Real Estate

By Anne Zavaglia
Posted on February 4th, 2019

Business owners will be able to deduct 20 percent of their qualified business income on their 2018 federal income tax return. The 20% pass through […]

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Tax Document Calendar

By Mark Fissel
Posted on January 31st, 2019

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released […]

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How can you lower the costs of owning a vehicle?

By Mark Fissel
Posted on January 31st, 2019

Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual total cost of owning and operating […]

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Know Your Mutual Funds

By Mark Fissel
Posted on January 29th, 2019

Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of […]

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Tax Scams to Watch Out For

By Mark Fissel
Posted on January 29th, 2019

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best […]

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Hidden Gem: HSAs in Retirement

By Mark Fissel
Posted on January 29th, 2019

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware […]

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