Insights

Ohio's Sales Tax Holiday is August 7-9 -- and if you've got kids heading back to school, it's worth planning your shopping around it. Clothing, school supplies, and instructional materials all qualify for a tax exemption, but the rules might surprise you. Here's what you need to know before you head to the store.

Your spring graduate may qualify for a tax credit worth up to $2,500 -- and most families don't realize it. This issue covers what you need to know about the American Opportunity Tax Credit, plus how to spot an IRS scam before it costs you.

The "No Tax on Tips" provision of the One Big Beautiful Bill Act let eligible workers deduct up to $25,000 in qualified tip income from their 2025 federal return, and with the IRS now issuing its final regulations, the rules are finally clear. But qualifying isn't automatic, and there are some details that could catch you off guard. Here's what you need to know.

May 29 is National 529 Day, and for Ohio families, it is a great time to revisit a very tax-efficient ways to save for a child's (or grandchild's) education. Recent legislation has expanded what these accounts can do, from doubling K-12 distribution limits to allowing unused funds to roll into a Roth IRA, making 529 plans more versatile than ever.

A new local tax is now in effect for Westerville City School District residents, your withholdings may need a second look, and if your refund still hasn't landed, we have the tools to help you track it down. Read on for what you need to know this season.

Restaurant ownership comes with razor-thin margins and a tax landscape that grows more complex every year. The good news is that most of the financial pitfalls restaurant owners fall into are entirely avoidable, with the right guidance and a proactive, year-round approach.

Inherited IRAs, 529 plans, a new deduction for seniors, and charitable giving updates—here’s what to know and how planning can help. Also included are tips for setting up and easily accessing your Client Portal, as well as a step-by-step guide to navigating your Gather Request.

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 payments, voting ballots, and other deadline-driven correspondence. Under the new system, which took effect December 24, 2025, postmarks no longer reflect the date you drop off your mail. Instead, the postmark date is the day your envelope is first processed by an automated sorting machine—which could be one or more days after you mail it.