Newsletters

February 2018 Monthly Recap

Ohio 529 Plans Starting with the 2018 tax year, Ohio residents contributing to an Ohio 529 plan may deduct $4,000 from their state income tax! The deduction for contributions is per beneficiary, meaning if you contribute to more than one child’s 529, your deduction will be multiplied. Read More 10 Trends For Defined Contribution Plans …

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Winter 2018 Newsletter

Ohio Caverns Get out of the cold this winter and visit the Ohio Caverns. The caverns are 54 degrees year round and feature crystal formations that are 250,000 years old! Read More Tax Cut and Jobs Act The new tax bill was passed by Congress and signed into law by President Trump in December. How …

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December 2017 Monthly Recap

The Nutcracker BalletMet’s production of the Nutcracker returns for the holidays! A Columbus tradition for 40 years, performances run December 8th through the 24th at the Ohio Theatre. Read More Tax Reform Senate Republicans passed their version of a tax reform bill on Saturday. The Senate version of the bill must now be reconciled with …

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November 2017 Monthly Recap

Daylight Savings Remember to set your clocks back an hour this weekend, and enjoy an extra hour of sleep! Chinese Lantern Festival All-new, beautiful, artfully crafted Chinese lantern displays will light up the Ohio Expo Center this holiday season when the Ohio State Chinese Lantern Festival returns to the Natural Resources Park at the Ohio …

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Fall 2017 Newsletter

Tax Reform The long-awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure Senate leaders plan to use will require no additions to the deficit. Read More Scottrade and TD Ameritrade Merger Scottrade and TD Ameritrade officially joined together September 18th to …

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