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 February 2017 
Consider Separating Real Estate Assets From Your Business 
Facing the Tax Challenges of Self-Employment 
4 Myths About Managing Your Debt

  January 2017 
DAFs Bring An Investment Angel to Charitable Giving 
Slight Adjustments COLA amounts for 2017 Retirement Plans 
Need to Sell Real Property? Try an Installment Sale

  December 2016 
Don't Let Capital Losses Get You Down
IRS Continues to Enforce "Reasonable" Shareholder-Employee Salaries
Age 50 or Older? Catch-Up Contributions Are For You

 November 2016
Donating Appreciated Stock Offers Tax Advantages.
Is the Sales Tax
Deduction Right for You? 
Make Sure You're up to Speed on Nonqualified Stock Option Rules.

 October 2016
Take the worry out of Business Valuations.
Owner-Employees Face Distinctive Tax Planning Challenges.
Have a Pension? Be Sure to Plan Carefully

  September 2016
AMT Awareness:Be Ready for Anything
5 Tips for Safe Intrafamily Loans Funding
Bartering Businesses can't Cut Uncle Sam Out of the Deal

 August 2016
Know Your Options for Business Interest Transfers.
Are you sure you want to take that 401(K) loan?
Heads Up! Itemized deductions may be a head.

 July 2016
Have a Household Employee? Be Sure to Follow the Tax Rules
Know Your Customers Before You Extend Credit
Marriage Penalty Leaves Many (but not all) Newlyweds Singing a Sad Tune

 June 2016
Organizing Your Financial Records for Best Results
Beware the Transfer-For-Value Rule When Dealing with Life Insurance
Summer Camp Cost may Brighten Your Tax ReturnTo

 May 2016
Juggling Family Wealth Management is No Trick
Disclosure of Foreign Accounts: 4 Facts about FATCA
Don't Forget Depreciation Breaks for Your Company's Real Property

 April 2016
Go, Save green with sustainable tax breaks
Training Day: Remibursing employees' education expenses
Could your debt relief turn into a tax defeat

 March 2016
Walk the path to tax savings for 2015
5 things to know about substantiating donations
Why you might want to not claim your child as a dependent

 February 2016
Good eats, tax breaks: Deducting employee meal costs
Reacquainting yourself with the Roth IRA
Married filers, the choice is yours
 

 January 2016
How you can help prevent tax-related identity theft.
Road rules: Deducting business travel expenses.
Hoping to grow your business?

  December 2015
What You Should Know About Capital Gains and Losses
Providing Tax-Free Fringe Benefits to Employees Education
Planning - It's Best to Start Early

 November 2015
Why Your Health Insurance Company May Ask for Your Social Security Number
Tax Advantages of Small Business Stock
How Working Impacts Social Security Benefits

 October 2015
Time to Start Year-End Tax Planning
Shared Equity Financing Arrangements for Home Ownership
Due Date Changes for Partnership and C Corporation Returns

 September 2015
Boosting Retirement Savings With A One-Person 401(K) Plan
Maximizing FDIC Insurance Coverage of Bank Deposits
Planning to Avoid or Minimize the 3.8% Net Investment Income Tax

 August 2015
The Importance of Updating Beneficiary Designations
Selecting the Appropriate Entity for your Business
Tips for Deducting Losses From a Disaster

 July 2015
Summer Time is a Good Time to Start Planning and Organizing Your Taxes
Combine Business and Vacation Travel
Avoiding an Inadvertent Termination of S Corporation Status

 June 2015
 Tax Rules for Gamblers
Tax Tips for Farmers

What You Should Do With An Identity Verification Letter From The IRS

May 2015
Deducting Business Bad Debts
Tips on Handling a Will
Filing 2014 Foreign Bank and Financial Account Reports

 April 2015 
Contemporaneous Recordkeeping Key To Avoiding Loss Limitations
Special Rules for Inherited IRAS
Avoid Gift Treatment by Paying Expenses 

March 2015
Tax Increase Prevention Act of 2014 (TIPA)
Tax Breaks For Individuals Extended Through 2014
Able Accounts For Disabled Individuals

  February 2015
Helping an Adult Child Buy a Home
Standard Milage Rates 2015
Employer Reimbursements Of Individual Health Insurance Policies

 January 2015
Taxability of Rewards Programs
Retirement Contribution Limitations for 2015
Deducting Local Lodging Expenses

 December 2014
Supersizing Your Charitable Contribution
Unicap Rules and exemptions
Home Office Expenses of Employees

images November 2014
Individual Year-end Tax Planning Ideas
Eight Tips for Deducting Charitable Contributions
Does Your Business Need a Buy/Sell Agreement?

images October 2014
Converting a Sole Proprietorship to a Limited Liability Company
Travel While Giving to Charity
Swapping Bonds to Claim Losses

images September 2014
Identifying Charities Eligible to Receive Tax Dedcutible Contributions
Unneeded Life Insurance Policies could be a Significant Source of Cash
Wedding Mean Tax Changes

 August 2014
Dividing IRAs Tax-free in Divorce
What You need to Know about Required Health

 July 2014
Do You Need to Adjust Your Federal Income TaxWithholding Amount?
Comparing Taxable versus Tax-exemptInvestment Yields

pdf June 2014
IRS toughens the one-year wait between IRA rollovers
Expenses qualifying for the child care credit
Midyear tax planning ideas

pdf May 2014
Leasing property to a closely held corporation
Taxing a child's investment income
Avoiding penalties on IRA withdrawals before age 59 1/2

pdf April 2014
Tax implications of investor or trader status
Double benefit from a tax deduction
College financial aid basics

pdf March 2014
Lifetime vs. testamentary contributions
When is a marriage terminated for tax purposes?
Filing status for separated, divorced or divorcing couples

pdf February 2014
Converting a residence to rental property
Making your hobby a business
Retirement plan review

pdf January 2014
Life Insurance as a Source of Funds for the Terminally Ill
Tax Calendar
2014 Social Security Wage Base

 pdfDecember  2013
Minimizing the 3.8% Net Investment Income Tax
Year-end Mutual Fund Purchases

pdfNovember 2013
Deciding When to Start Receiving Social Security Benefits
Using an S Corporation to Hold Stock or Other Corporations

pdfOctober 2013
At-risk Rules for a Closely Held Corporation

pdfSeptember 2013
Is My Gift Taxable?

pdfAugust 2013
Affordable Care Act
Employing Your Children

pdfJuly 2013
The Marriage Penalty
Residential Energy Credit
In-Plan Roth Rollovers
 

pdfJune 2013
Use a QRDO to Divide Qualified Plan Assets in Divorce,
Selling a Home to your Child,
Tax Benefits of Adoption

pdfMay 2013
Nonspouse IRA Beneficiaries

pdfApril 2013
Residency Issues for Retirees

pdfMarch 2013
New Roth IRA Conversion Option

pdfFebruary 2013
Benefits of Using a Family LLC

pdf January 2013
Deducting Home Mortgage Interest

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affiliations
We are members of the American Institute
of CPA's and the Ohio Society of CPA's.