Insights

Our 2022 Tax Tips for Clients

Our 2022 Tax Tips for Clients

Dear Clients,We aim to build a better experience for a life that is #LessTaxing!  Below please find a copy of ...
Wishing all of our clients a very Happy Holiday Season!

Wishing all of our clients a very Happy Holiday Season!

Watch your Inbox for your annual personalized Tax Organizer! We will start sending them out next week. We are in ...
UPDATED: New reporting for anyone who receives payments through Venmo, PayPal, CashApp, etc.

UPDATED: New reporting for anyone who receives payments through Venmo, PayPal, CashApp, etc.

The IRS announced last week that it will be delaying the 1099-K reporting requirement for third-party payment ...
2022 Year-End Tax Planning for Individuals

2022 Year-End Tax Planning for Individuals

There is still time to do some 2022 year-end planning! Once the year is over, we will be unable to proactively ...
Wondering About the Impact of Inflation on Your Business?

Wondering About the Impact of Inflation on Your Business?

Sam Agresti, director at Brady Ware & Company, suggests ways businesses can stay ahead of inflation-driven ...
Ever Wonder How to Position Your Business for a Sale or Merger?

Ever Wonder How to Position Your Business for a Sale or Merger?

Caryn Kaufman, a partner at Taft Stettinius & Hollister LLP (Columbus), offers insights into strategic ...
Boost Your Retirement Savings In 2023

Boost Your Retirement Savings In 2023

The IRS recently announced cost-of-living adjustments to pension and retirement fund contributions beginning in ...
Preventing Fraud for Business Accounts

Preventing Fraud for Business Accounts

Jeff Kopco at First Federal Lakewood shares tips for identifying scam emails, spoofing and smishing attempts. All ...
Children & Income Tax:  3 Tips

Children & Income Tax: 3 Tips

As we pack up our students and send them off to school, here are three tips around kids, college students and ...
Electric Vehicle Tax Credit Changes Effective Immediately

Electric Vehicle Tax Credit Changes Effective Immediately

The Inflation Reduction Act introduces a number of significant changes to the tax credit for new electric ...

Reminders & Tips for SafeSend Returns Users (Digital Tax Return Delivery)

We know it's summer and most of you aren't thinking taxes; however, we've heard from a few of you about needing to ...
Would You Recognize the Signs of Data Theft?

Would You Recognize the Signs of Data Theft?

In today’s day and age, protecting your identity and personally identifiable information is critical. How familiar ...
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