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  • W-4 Tips and Tricks
    2026/01/11

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    In this conversation we talk about how to properly complete the Form(s) W-4 to eliminate sticker shock when you file your tax return.

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    21 分
  • Marketplace Insurance "Must-Know and Do's"
    2025/12/07

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    In this conversation, we're going to talk about things that you need to consider during your open enrollment period for Marketplace Health Insurance and the potential for the increase in premiums should "The Cliff" come back.

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    25 分
  • Year End "Must Do's" and Business Planning Opportunities
    2025/11/23

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    In this conversation, we're talking about the year end W-2 "Must -Do's" and planning opportunities for businesses! You're running out of time to decide what you need to spend money on by year end! Join the conversation to see!

    Happy Thanksgiving!

    Go Buckeyes!

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    29 分
  • Critical Year End Planning Ideas for Individuals
    2025/11/16

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    In this episode, we have a conversation about critical year end planning ideas for individuals to help them save tax dollars both now and in the future. This is a "must listen to" chat!

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    39 分
  • Business Provisions of the One Big Beautiful Bill Act
    2025/11/09

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    In this conversation, we'll be discussing the Business Provisions of the One Big Beautiful Bill Act (OBBBA). Topics will include R&D Expensing, Bonus & Section 179 Depreciation, Employer Reporting Requirements for the new Overtime and Tip Compensation and increased 1099 reporting thresholds. The conversation is definitely worth having.

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    28 分
  • Need to know Individual items in the new tax bill (One Big Beautiful Bill)
    2025/11/02

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    In this inaugural episode - we'll have a conversation about the important individual tax provisions in the "One Big Beautiful Bill Act" and how it affects you! It'll be a casual and informative discussion you don't want to miss!

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    28 分