Newsletters

September 26 , 2017 | Posted by Willie Craig |
Financial Confidence Newsletter

Each month, we send some of our most relevant articles to provide you with greater financial confidence.

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August 17 , 2017 | Posted by Willie Craig |
Financial Peace of Mind Newsletter, Volume 60

In the August newsletter, Whitney Hurtt discusses potential tax legislation changes and how they could affect tax planning for 2017 and John Eberhart discusses liquidity options for business owners.

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July 7 , 2017 | Posted by Gail Waham |
Peace of Mind Newsletter July 2017

On June 30, 2017, Gov. John Kasich signed Ohio H.B 49 (the 2018-19 Ohio budget) into law. This Bill includes a number of tax provisions, some of which …

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June 7 , 2017 | Posted by John Eberhart |
Peace of Mind Newsletter, June 2017

If you own a business and follow professional advice, you’ve likely established a buy-sell agreement in case you or a co-owner voluntarily or involuntarily leaves the company. Assuming this is true, remember …

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