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May 4, 2023
Newsletter
Benefit Insights Newsletter | Spring 2023
Learn about the importance of education Plan Participants, because the more they know, the better.
Apr 19, 2023
Article
From QuickBooks Desktop to QuickBooks Online: To Switch or Not to Switch?
Several changes are coming that may impact users of QuickBooks Desktop (QB Desktop).
Apr 17, 2023
Events
SECURE 2.0 – What You Need To Know
Paul McEwan, principal with Rea’s retirement plan services team, who reviewed the new rules that impact you the most from the passage of the SECURE 2.0 Act of 2022, which was signed into law on December 29, 2022. Although some of the SECURE 2.0 changes are optional and not effective yet, you need to start … Continued
Dec 9, 2022
Article
End the Year on a Good Note: Tax Planning for Individuals
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.
Dec 6, 2021
PR
Rea & Associates Opens New Building in Wooster
Rea’s new building is located just a few blocks from the Downtown Wooster square. This two-story, 16,000 square-foot, state-of-the-art building includes three conference rooms, two board rooms, two kitchenettes for staff use, and a mix of offices and open cube-style seating.
Jan 4, 2021
Blog
Understanding The Tax Provisions Outlined In The New Stimulus Package
Tax planning just got more interesting thanks to the Consolidated Appropriations Act of 2021. Read on to find out how this stimulus bill will benefit your business.
Jul 22, 2020
Events
How To Maximize Tax Savings With HSAs
It hasn't gotten any easier to recruit and retain top talent, which is why some businesses are taking a closer look at their existing benefit plans. This free webinar will shine some light on the tax benefits of Health Savings Accounts.
Jun 21, 2019
Blog
What Legacy Do You Want To Leave?
Why waste your time and money developing an exit and succession plan? Keep reading to find out.
May 9, 2019
Blog
School Days, School Days
Ohio's tax-free holiday is a good way to save on back-to-school items. Read on to learn about more school-related tax savings.
May 7, 2019
Blog
New Retirement Plan Legislation Keeps Up With The Times
Pending SECURE and RESA legislation aims to fix the retirement financial crisis and help workers save more for retirement. Read on to learn more.
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