Category
Mergers & Acquisitions: What’s in the Deal for Investors?
By Mark FisselPosted on April 25th, 2019
Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals worth $3.6 […]
Learn MoreClint Speaking at ‘Alternative Investment’ Conference
By Mark FisselPosted on March 29th, 2019
Clint spoke to investors on Monday at the Alternative & Direct Investment Securities Association (ADISA) Conference regarding implementing alternative investments for their clients. Topics included […]
Learn MoreApril 15 Tax Deadlines
By Anne ZavagliaPosted on March 22nd, 2019
New for the 2018 tax year, forms 1040A and 1040EZ are no longer available. Individuals will use Form 1040 to file returns. If you are […]
Learn MoreSocial Security Survivor Benefits
By Anne ZavagliaPosted on March 22nd, 2019
Social Security may pay benefits to eligible family members when a person dies, helping to make their financial life easier About 10% of the approximately […]
Learn MoreHow Does Your Employer’s Retirement Plan Compare?
By Mark FisselPosted on March 22nd, 2019
Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers […]
Learn MoreMarch 2019 Monthly Recap
By jporterPosted on March 11th, 2019
Beacon Hill Welcomes Hayley Gillum Hayley Gillum joined the Beacon Hill team in January as an Administrative Assistant. Ms. Gillum is a graduate of the […]
Learn MoreOpportunity Zone Fund Update
By Clint EdgingtonPosted 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 […]
Learn MoreTax Breaks for Child Care
By Mark FisselPosted 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 […]
Learn MoreDue Date Approaches for 2018 Federal Income Tax Returns
By Mark FisselPosted 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 […]
Learn MoreFebruary 2019 Monthly Recap
By jporterPosted 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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