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 4, 2026 | Tax Planning
Restaurant ownership is one of the most demanding businesses there is. Tight margins, high turnover, constantly evolving technology, and a tax landscape that seems to add a new wrinkle every year. The good news? Many of the financial pitfalls restaurant owners fall...
Mar 7, 2026 | Tax Planning
Insights & UpdatesInherited IRAs come with specific rules which, if not followed, could come at a substantial costIf you’re approaching retirement and inherit an IRA, timing your withdrawals matters more than ever. Avoid common mistakes that could accelerate...
Jan 14, 2026 | Tax Planning
The United States Postal Service has modernized how postmarks are applied to mail—and this change affects anyone who mails time-sensitive documents, including tax returns, estimated tax payments, voting ballots, and other deadline-driven correspondence.Under the...
Jan 5, 2026 | Tax Planning
As we head into 2026, we want to share key changes that could impact your bottom line. Whether you're using an auto for business, medical or charitable purposes, teaching in the classroom, or serving our country, these updates deserve your attention. Let's break down...
