(513) 858-6040
Secure File Upload
Pay
Client Center
You run your business using sound financial principles like minimizing your tax burden and putting your earnings to work. When you look at your financials, you ...
Favorable Business Depreciation Tax Changes Under New Law
Aug 20, 2025There’s good news for businesses considering buying equipment and other capital assets: The One Big Beautiful Bill Act (OBBBA) dramatically improves first...
The OBBBA: What It Means For Nonprofits
Aug 18, 2025On July 4, 2025, President Trump signed the One, Big, Beautiful Bill Act (OBBBA), which contains several provisions that may affect your not-for-profit organiza...
Big News for Estate Planning – Why High-Net-Worth Families and Business Owners Should Pay Attention
Aug 15, 2025For years, estate planning has been clouded by uncertainty—especially around what would happen when key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) ex...
The OBBBA Eliminates Clean Energy Tax Incentives
Aug 12, 2025The recently enacted One, Big, Beautiful Bill Act (OBBBA) marks a significant step by President Trump and congressional Republicans toward changing several clea...
7 Breaks for Families under the New Tax Law
Aug 06, 2025The One, Big, Beautiful Bill Act (OBBBA), which was enacted on July 4, generally extends and expands tax provisions that were scheduled to expire at year end. H...
Digital Twins Are Transforming the Manufacturing Industry
Aug 04, 2025A technology originally pioneered by NASA for its Apollo missions back in the 1960s is now taking center stage in the manufacturing industry. During a time of l...
Safe Harbor 401(k)s Offer Businesses a Simpler Route
Jul 30, 2025When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative requirements. A...
Put Qualified Charitable Distributions to Work for Your Nonprofit
Jul 28, 2025Individuals with traditional IRAs generally are mandated to start taking required minimum distributions (RMDs) after they reach age 73. However, they have the o...
9 Essential Types of Insurance for Construction Companies
Jul 25, 2025Comprehensive insurance coverage might seem like a luxury for many contractors. After all, you’re likely dealing with rising costs from supply chain uncer...
