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Summer is a Time for Vacations and Tax Planning

While it is tempting to take a break from everything this summer, you may regret putting off tax planning once tax season comes.  Now is the time to review your tax plan and make effective changes while you still can.  Keep your head in the game even when your feet are in the pool

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By |July 10, 2018|

Customer Spotlight: Mallow Run Winery & The Sycamore

If you hear the story about the beginning of the well-known Mallow Run Winery, you may think it sounds a lot like fate.

John Richardson grew up on the farm where the winery is now. He went to college and moved to the southern part of the state where he taught school for years. Once

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By |June 11, 2018|

Incorporate or Not: What’s Best for Your Business?

As a new business owner, you may be wondering if you should incorporate your business.

The greatest advantage of incorporating is that your legal liability is limited.  Generally, responsibility for debts and other liabilities incurred by the corporation will be limited to the business assets.  Although there can be exceptions, your personal assets are not

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By |May 14, 2018|

Six Tips To Hiring a Business Attorney

There is a Venn diagram on the back of my door. One circle has “what lawyers put in their biographies.” The other has “what clients look for in lawyer biographies.” In the intersecting area are only two things: email address and phone number.
Below are some considerations for hiring an attorney for your business, based

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By |April 10, 2018|

Customer Spotlight: Fair Haven Foundation

Every year, thousands of people come to Indianapolis seeking care at one of the city’s excellent medical facilities.  Cancer, cardiovascular disease, organ transplants and high-risk pregnancies are just a few of the reasons people seek medical care in Indianapolis.  Many times, patients are in a financial bind due to their health situation and the

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By |March 26, 2018|

Opinion Piece – New Tax Law

In December, both houses of congress passed their version of tax reform, quite arguably the largest since the Tax Reform Act of 1986 passed during the Reagan Administration. On December 22, President Trump signed the version of the new law, known as the Tax Cuts and Jobs Act (“TCJA”), that came out of conference

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By |February 13, 2018|

Don’t Ignore the Nanny Tax

Make sure you don’t overlook the nanny tax as you are reviewing your filing requirements for 2018.  You could be liable to pay state and federal payroll taxes if you have a housekeeper or other household employee.

How do you know if you must pay the nanny tax?

A household employee is generally someone you hire

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By |February 12, 2018|

Conquer Your Financial Clutter

Being unorganized, especially when it comes to finances, can equal disaster.  With so many items to keep track of, financial records are notorious for being scattered.  It’s easy to tuck away bills, paycheck stubs, bank statements and other paperwork at random.  Now is the time to get your financial paperwork well organized.

Put all your

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By |January 2, 2018|

Want to Give this Year? Here’s What You Need to Know.

As the year is coming to an end, are you making plans to give?  You could trim both your estate and income taxes with annual giving.  There is an annual exclusion for gifts that allows you to give $14,000 annually to any number of recipients without paying federal gift tax.  Gift splitting allows married

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By |December 11, 2017|

Customer Spotlight: AppleTree Staffing

AppleTree Staffing is a boutique staffing agency located in Greenwood, Indiana. Jonathan and Jennifer Loo started the company more than 8 years ago. They operate as a contract-to-hire placement agency with a focus on working with companies who know how to treat and appreciate their employees. Market level pay and growth opportunities are key

Views – 394

By |November 6, 2017|