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Events and Videos

Financial Webinars, Events and Educational Videos

Videos: Small Business Video Library Thumbnail

Videos: Small Business Video Library

If you are a small business owner, the following video library was made for you. Jessica A. Distel, CPA, MBA, Managing Director of Business Services & Development discusses the importance of the following topics: Sales Tax, Payroll Tax, Ohio Workers Compensation Insurance, Ohio Commercial Activity Tax, and the Ohio Pass Through Entity Tax.

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Video: Social Security Solvency & Filing Strategies Thumbnail

Video: Social Security Solvency & Filing Strategies

In this video, Lance addresses Social Security solvency, and provides some context on how Social Security is funded and payments are made to individuals. Additionally, he shares numerous filing strategies and considerations to weigh prior to filing for benefits. Please feel free to share this video with your family or friends who may have concerns regarding Social Security or are nearing retirement. If you have any questions or would like to discuss your options, please contact our office.

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