News and Updates

How to Protect Your Business from Payroll Fraud Schemes

Payroll fraud is a threat to any business that pays employees or contractors. Unfortunately, this type of financial crime can go undetected for months—even years—and inflict significant losses.

Savvy Homebuying Option: Take Out a 401(k) Loan, Then Recast Your New Mortgage

Are you in the market to buy a new home? If you already own a home, most of your liquidity may be...

How to Manage Taxes in Retirement

You're planning and saving money for a financially secure retirement. Good for you! But don't...

Beware of the Potential Tax Bill When Selling Your Home

Prices in many residential real estate markets have surged over the last few years. As a result,...

What Can Your Small Business Do Now to Lower Taxes for 2024?

Summer is a good time to take stock of how your small business is doing this year and consider...

Important Things to Know about 529 College Savings Account Withdrawals

Have you set up Section 529 college savings plans for your children or grandchildren? The major...

7 Midyear Tax Planning Tips for Individuals

Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It...

Set up a Tax-Favored ABLE Account for a Family Member with a Disability

Today, most states offer programs that allow you to establish a tax-favored account to cover the...

ACFE Publishes New Fraud Study

Every two years, the Association of Certified Fraud Examiners (ACFE) publishes a study detailing...

New Ohio Employer Withholding Rates Effective July 1, 2024

The Ohio Department of Taxation has issued new employer withholding tables for payrolls that end on...