Tax Implications of Investments: Dividends vs. Capital Gains
June 19, 2025
You have invested your money in an asset – such as stock, mutual funds, bonds, etc. – and you’re probably
Category: Tax Law
Ohio’s 2025 Sales & Use Tax Holiday
June 5, 2025
Every year, the state of Ohio has its sales tax holiday, where consumers will not pay any tax on back-to-school
Consider Tax Efficiencies During Business Succession Planning
May 1, 2025
Business succession planning is critical for ensuring the continuity and success of a company upon ownership changes. For business owners,
IRC Section 1202: Tax-Free Gains on Qualified Small Business Stock
February 27, 2025
Someone recently asked me to share some of my favorite provisions in the tax code. Of course, that’s not true,
Tax Planning for the New Year
January 23, 2025
With the new year in full swing, it is an appropriate time for clients to revisit personal matters and for
The Benefits of Year-Round Tax Planning
September 26, 2024
For some, it’s that extra special time of year when you’ve just finished rushing to meet the extended due date
Department of the Treasury & IRS Continues Crack Down on Tax Abusive Transactions
August 8, 2024
Recently, the IRS and the Department of the Treasury issued proposed regulations to curtail perceived abusive tax maneuvers under the
Status of Life Insurance Funded Buy/Sell Agreements After Connelly?
July 18, 2024
On June 6, 2024, the United States Supreme Court issued its opinion in Connelly v. United States. Justice Thomas, writing
Ohio 2024 Sales Tax Holiday
June 7, 2024
The Ohio Department of Taxation (the “Commissioner”) has expanded the timeline for Ohio’s annual sales tax holiday (the “Holiday”). This
What to Do if You Receive a CP59 Notice?
March 7, 2024
The Internal Revenue Service (“IRS”) recently announced an initiative aimed at high-income non-filers into tax compliance. Specifically, the IRS has