Insights

With fraud and scams on the rise, Buckingham Advisors wants to make sure you have the tools to help notice when someone is being taken advantage of and how to prevent future scams.

Navigating the markets: Fed rate hikes, inflation, and stock performance in focus

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.

Employers across the county continue to be flooded with solicitations in the form of emails, cold calls, and articles promising large Employee Retention Tax Credit (ERC) refunds.

To reiterate what we wrote last month, what investors think is next from the Fed has been the driving force for both the bond and stock markets. Most of the same themes remain in play: the Fed signals a slowdown, jobs remain strong, medium- to longer-term bond yields have fallen, and inflation is slowing.

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.

Stocks rose despite the Fed continuing on a path of rate hikes; history favors long-term investors.

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.

What is Sequence Risk? Are there new opportunities?

So far, it’s been one of those years.