News and Updates

Spelling Out the Rules for the Net Unrealized Appreciation Tax Break

Are you a small business owner or corporate owner holding appreciated company stock in your 401(k)...

New Electronic Filing Requirements for Forms W-2 and 1099

Earlier this year, the IRS and State of Ohio announced updates to filing requirements for certain...

Advantages of Group Term Life Insurance as an Employee Benefit

Tax-favored fringe benefits can help your business attract and retain skilled workers. One benefit...

5 Ideas to Help Small Business Owners Reduce Taxes for 2023

As year end approaches, small business owners should review their tax situations to determine ways...

Year-End Tax Planning Tips for Individuals

As the holidays approach, it's time to consider tax planning moves that will help lower this year's...

Are Health Savings Accounts the Cure?

Open enrollment for health care benefits has begun at many companies. If your employer lets you...

Planning a Graceful (and Profitable) Exit from Your Small Business

At some point, every business owner leaves the company, either voluntarily through retirement or...

Social Security Wage Base and Earnings Test Amounts Increase in 2024

The Social Security Administration (SSA) recently announced that the "wage base" for computing...

New Business Travel Per Diem Rates Are Effective on October 1

Are you and your employees frustrated by the time-consuming task of documenting and reviewing...

Year-End Holiday Parties and Gifts: What’s Taxable?

The holidays are just around the corner, and now is the time for employers to start thinking about...