Insights

Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.

Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful long-term healthcare reserve. Read on to learn how to make the most of it.

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say "I do," to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

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.