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Financial and Tax Planning Resources

Beneficial Ownership Information Reporting Thumbnail

Beneficial Ownership Information Reporting

Starting in 2024, newly formed corporations, limited liability companies (LLCs), limited partnerships, and other entities that file formation papers with a state’s Secretary of State’s office (or similar government agency) must file a report with the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) providing specified information regarding the entity’s “beneficial owners.”

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2023 - Q4 Quarterly Keynote Thumbnail

2023 - Q4 Quarterly Keynote

The fourth quarter saw year-to-date highs in stock prices, including the Dow Jones Industrial Average reaching 37,000 for the first time. The intertwined elements of lower inflation, expectations of Fed rate cuts, and lower interest rates were the primary drivers of higher stock prices and higher bond returns.

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The Great 'AI' Race Thumbnail

The Great 'AI' Race

On November 30th, 2022, OpenAI announced the release of its AI (artificial intelligence) model, ChatGPT, for use by the public. While there is a free “Plan” available, ChatGPT now has new updated AI models available with GPT-4 to subscribers with a paid “ChatGPT Plus Plan”.

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Ohio Scholarship Donation Credit Update Thumbnail

Ohio Scholarship Donation Credit Update

An Ohio tax credit is available for individuals and pass-through entities that make monetary donations to an eligible Scholarship Granting Organization (SGO). This credit was new in 2021. At that time, very few organizations were certified as SGOs, however, the list of qualified organizations expanded greatly in 2022 and again in 2023.

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2023 - Q3 Quarterly Keynote  Thumbnail

2023 - Q3 Quarterly Keynote

The third quarter saw year-to-date highs in stock prices in late July but also multi-year highs in interest rates towards the end of the quarter. Higher rates were the primary driver of lower stock prices to finish the quarter, with many stock markets posting a quarterly loss for the first time since Q3 of 2022.

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