Insight Tag: Personal Finance
Sep 7, 2017
Blog
Scammers Target Hurricane Relief Donors
Those moved by the spirit of compassion and community must be reminded to err on the side of caution as fake charities have already been identified among the throngs of genuine do-gooders. Read on to learn more.
Jul 18, 2017
Blog
Biennial Budget Boasts Relief For Ohio Businesses
Governor John Kasich recently signed Ohio’s biennial budget into law. We’ve highlighted some of the key tax provisions you're gonna want to know about.
Jul 12, 2017
Blog
Summer Is Still Scam Season
Just because tax season has ended doesn’t mean you're free from tax-related scams. In fact, it’s never really a good idea to ever get too comfortable. Read on to learn about new schemes popping up.
May 22, 2017
Blog
What’s Mine Is Yours …
If you offer products or services to customers through an online platform (ride sharing, crowd funding, etc.) you're a part of the sharing economy. And there are specific tax guidelines to be aware of.
May 8, 2017
Blog
Tax Season Is Over, Time To Relax, Right? Wrong!
Tax season may be over, but that’s not a good enough reason to put your guard down. Just like in sports, the most important time of the year is the “off-season.”
Apr 25, 2017
Blog
Ready Or Not … It’s Time To Pay Up
Being on the wrong side of the IRS can be a difficult and extremely draining process. Read on to find out how you can settle any debt you may have and protect yourself moving forward.
Mar 22, 2017
Blog
Avoid Audit Issues, Substantiate Your Hardship Distribution Claims
Plan sponsors and Third Party Administrators have been without access to a structured set of guidelines to help them adequately substantiate hardship distribution claims – until now.
Feb 15, 2017
Blog
Start Saving Hundreds On Your Property Taxes
If you are a homeowner who isn't taking advantage of the 2.5 percent homeowner deduction on your real estate taxes, you could be leaving hundreds of dollars on the table.
Feb 10, 2017
Blog
Local Taxes Apply To All Taxable Income
Finding yourself on the receiving end of some unexpected income can feel pretty good. Just remember that, oftentimes, unexpected windfalls are accompanied by unexpected financial responsibilities.
Feb 8, 2017
Blog
Does Your Nonprofit Need A Policy Tune-Up?
If you've ever wondered which policies should implemented for good organizational governance and which ones are considered the gold standard? This article will clear up your confusion.