Jul 27, 2026 | Tax Planning
Are you newly married or about to get married this year? Congratulations. But somewhere between the honeymoon and unpacking, there's a list of tax changes that most couples simply don't think about. And that's exactly the problem. The IRS treats marriage as a...
Jul 15, 2026 | Tax Planning
If you've got kids heading back to school, mark your calendar. Ohio's Sales Tax Holiday runs August 7–9 this year, and a little planning now can mean real savings on the things you're already buying.What's Tax Exempt This Year?Clothing priced at $75 or less per...
Jun 24, 2026 | Tax Planning
Insights & UpdatesDon't Let Your Spring Graduate Leave Money on the TableIf your student walked across a graduation stage this spring, there's a valuable education tax credit we want you to know about.The American Opportunity Tax Credit (AOTC) can be worth...
Jun 9, 2026 | Tax Planning
If you work in a tipped occupation and felt like your refund was larger than usual (or you're still trying to figure out whether you qualified for the new deduction), you're not alone. The "No Tax on Tips" provision of the One Big Beautiful Bill Act allowed eligible...
May 29, 2026 | Tax Planning
May 29 is National 529 Day—an annual nudge to think about how you are saving for the future education of any children in your life. It is also an opportunity to learn about how 529 plans fit into your long-term goals. For Ohio residents, contributions are a...
May 11, 2026 | Tax Planning
Insights & UpdatesIf you live in the Westerville City School District, a new tax is now in effect. As of January 1, 2026, the district began collecting a 0.75% earned income tax. This tax applies to wages, salaries, tips, and self-employment income. However, it...
