Avoid a 50% penalty: Take retirement plan RMDs by December 31
After you reach age 70½, you must take annual required minimum distributions (RMDs) from your retirement plans…
News & Tech Tips
The 529 savings plan: A tax-smart way to fund college expenses
If you’re saving for college, consider a Section 529 savings plan. Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred.
Whalen & Company Grows with Acquisition of Earman and Wood CPAs
Whalen & Company, CPAs is expanding after its recent acquisition of Hilliard-based accounting firm Earman and Wood CPAs.
Is your charitable donation eligible for a tax deduction?
But before you donate, it’s critical to make sure the charity you’re considering is eligible to receive tax-deductible contributions
Don’t miss your opportunity to make 2015 annual exclusion gifts
Annual exclusion gifts offer a valuable tax-saving opportunity!