Effective business negotiations focus on creating value for everyone involved – not simply winning every concession. When both parties walk away believing their interests were protected, they’re more likely to view the agreement as a success. This approach not only supports a successful transaction today, but also helps build stronger business relationships and creates opportunities […]

Mutual funds provide an easy way to invest in a diversified portfolio without purchasing individual stocks and bonds. However, while investing may be straightforward, the tax rules that apply to mutual funds are often more complex. Understanding how mutual funds are taxed can help you avoid surprises and make more informed investment decisions. How are […]

Form W-4, “Employee’s Withholding Certificate,” tells employers how much federal income tax to withhold from an employee’s wages. Although most Forms W-4 are straightforward and can be processed without issue, some require closer attention. An altered form, an unusual accompanying statement, or an IRS lock-in letter may affect how you handle withholding. Understanding these situations […]

The Indiana Department of Revenue (DOR) is offering a tax amnesty program through September 9, 2026, that allows individuals and businesses to pay outstanding Indiana tax liabilities and receive a full waiver of all related penalties, interest, and collection fees. Indiana has already mailed amnesty case letters to many taxpayers that are showing eligible tax […]

Every major business decision depends on having accurate and up-to-date financial data, whether it’s hiring, expanding or managing cash flow. Many business owners don’t have the systems or support in place to produce reliable financial reports. Working with an experienced advisor can change that, giving you the foundation you need to make confident decisions and […]

Charitable giving can do more than support causes you care about, it can also reduce your tax bill. The deductions and limitations vary depending on what you donate, how you donate it, and whether you itemize. Let’s take a look at some of the significant rules, limits and changes affecting different types of donations. With […]

Providing child care benefits can be a powerful tool for attracting and retaining employees and recent tax law changes have made it more financially attractive for businesses of all sizes. Starting in 2026, the employer-provided child care credit under Section 45F has been significantly expanded, with higher credit rates, a larger cap, and new options […]

Ohio’s sales tax holiday for August 2026 will run from 12:00 a.m. Friday, August 7, 2026, through 11:59 p.m. Sunday, August 9, 2026. For 2026, Ohio has returned to its standard three-day back-to-school holiday. During this period, qualifying purchases are exempt from Ohio sales tax only if they fall within the following categories and per-item […]

Recent U.S. Bureau of Labor Statistics data reveals a slowdown in hiring activity. Yet despite this trend, organizations continue welcoming new employees – and each hire represents a substantial commitment of resources and capital. As labor costs remain a top concern for businesses across industries, the ability to rapidly integrate new team members into productive […]

Winning the lottery or hitting a big jackpot is thrilling, but the IRS sees it differently. Under federal tax law, lottery prizes, gambling winnings, and most awards are treated as ordinary taxable income. Understanding these rules now can help you plan ahead and avoid unexpected tax bills when you file your 2026 return. Lottery prizes […]