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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.

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December 2022 Market Insights Thumbnail

December 2022 Market Insights

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.

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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.

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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.

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