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Update on Ohio Estate Tax Bill
Ohio House Bill 3 which would eliminate the Ohio estate tax faces an uphill battle. The bill has been sent by the Ways and Means committee to the House for a vote dispite their opposition to the...
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The Power of Giving
In today’s estate tax environment we hear frequently about great opportunities with gifting in regards to the five million dollar exemption, and with good reason. The current five million dollar...
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Master the Fundamentals of Estate Planning
For many people, mapping out an estate game plan is something they intend to think aboutlater. But too often, later never comes. The reasons for not dealing with estate planning now may include not...
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Knowing A Good Attorney and CPA
I was watching Duck Dynasty this past week (I am a huge fan) and the episode reminded me somewhat of an article I recently read in CPA Voice from The Ohio Society of Certified Public Accountants. In...
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‘Tis the Season for Gift and Estate Planning
Today, the scene is set for you to take advantage of some tax-friendly estate planning opportunities due to the relatively generous federal gift and estate tax regime. All in the Family Most people...
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Creating a Winning Succession Plan
Few business owners plan their exits from their businesses with as much care as they planned their entries. Just as every owner starting out needs a business plan, every owner looking to retire needs a...
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5 Strategies for Reducing/Eliminating Your Estate Tax
As many of you know the estate tax exemptions and rates have been all over the board in recent years. For many Americans, this isn’t an issue. However, when you begin amassing a large enough estate...
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