facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights


Financial and Tax Planning Resources

Ohio Scholarship Donation Credit Thumbnail

Ohio Scholarship Donation Credit

This credit is a great option for taxpayers who wish to contribute to funding primary and secondary education. For every dollar contributed up to the $750 limit, Ohio will refund the amount of the donation.

Read More
Clean Vehicle and Solar Tax Credits  Thumbnail

Clean Vehicle and Solar Tax Credits

The Inflation Reduction Act of 2022 (“IRA 2022”) modified the current tax credits for electric and fuel cell vehicles and created new tax credits for used and commercial clean vehicles.

Read More
What Business Expenses are Deductible? Thumbnail

What Business Expenses are Deductible?

We are frequently asked by entrepreneurs and small business owners what business expenses are tax deductible. In general, an expense is deductible if it is related to a trade or business, it is ordinary and necessary, and it is paid or incurred in carrying on a trade or business.

Read More
BEWARE: Child Tax Credit - Receive Today, Repay Tomorrow? Thumbnail

BEWARE: Child Tax Credit - Receive Today, Repay Tomorrow?

Were you one of the tens of millions of American families to receive the first monthly installment of the 2021 Enhanced Child Tax Credit? Are you just as confused as the rest of the country as to what it is or what to do? Don’t worry; you are not alone. The questions and uncertainty have left many taxpayers feeling confused.

Read More