Author
Jan 3, 2017
Blog

Take Control Of Your Financial Wellness In The New Year

Still looking for the perfect New Year's resolution? We've got 15 great ones to choose from!
Author
Apr 11, 2013
Blog

Boost Your Identity Theft IQ

“You don’t have to run faster than the bear, only faster than the guy next to you.” So goes the old saying. This adage doesn’t just apply to dangers lurking in the woods, but also to those prowling in plain sight, seeking to steal your identity. Every day thousands of talented individuals roll out of … Continued
Author
Mar 27, 2013
Blog

She Shoots, She Scores!

This time of the year is typically called March Madness, typically because of the NCAA Men’s Basketball Tournament, or maybe because its tax season! Anyway, the tournament starts with a field of 68 teams. Over the course of three weekends, the tournament will play out and a national champion will be crowned. Maybe you’re an … Continued
Author
Aug 29, 2012
Blog

The Ins and Outs of Personal Casualty and Theft Loss Deductions

We’ve had some extreme weather lately and with that comes questions about deducting casualty losses. Here are the basics that you need to know before taking a deduction for a casualty loss. To be considered a casualty loss, the damage done or the loss of property must have occurred from a sudden, unexpected or usual … Continued
Author
Jun 25, 2008
Blog

Saw Your Real Estate Taxes in Half with the Ohio Forestry Program

If you own at least 10 acres of land in the woods, the Ohio Forest Tax Law Program maybe something you should consider. Land put in the program receives a 50 percent real estate tax reduction for the land owner. There are eligibility requirements that must be met. One requirement is to have a forestry … Continued
Author
Dec 5, 2007
Blog

Time for Some Tax Planning Before Year-End

With the holidays coming into full swing and the end of the year quickly approaching, now is the time to consider gathering year-end estimates of your financial information to see if you should do some planning in order to ease your tax burden. With many people planning for the holidays, it is important to look … Continued
 
Sep 17, 2018
Podcast

episode 151 – prepare your plan or plan to fail (estate planning 101)

Listen to Dave McCarthy detail how estate planning works and why it's important for everybody to complete before they pass away on this edition of unsuitable on Rea Radio.
 
Sep 17, 2018
Podcast

episode 151 – transcript

Dave McCarthy takes you through the importance of estate planning and why this step in your life shouldn't be ignored on this episode of unsuitable on Rea Radio. Read the "official transcript" now.
 
Oct 16, 2017
Podcast

episode 103: estate planning awareness: why it matters & what to do

Sooner or later, time catches up with all of us. As unpleasant as that thought may be, planning for death is, in fact, a necessary part of life, and we simply couldn’t think of a better time to share some critical estate planning tips with you than this week – which also happens to be … Continued
 
Oct 19, 2015
Podcast

Episode 6: The Grim Reaper Is Coming And He Wants Your Money

On episode 6, “The Grim Reaper Is Coming (And He Wants Your Money),” we’ll be talking with Dave McCarthy regarding estate planning. During this conversation, we’ll learn not only about the importance of planning from a personal perspective, but from a professional one as well – vital, if you have any desire to protect your … Continued