2018 Year-End Tax Planning Letter

The 2018 Year-End Tax Planning Letter is now available.  Below is a list of topics with clickable links:

Don’t Ignore These Money Saving Tax Ideas
3 Ways To Cut Business Taxes
5 Reasons Your 2018 Taxes May Cause You Drama
Does A Donor-Advised Fund Fit Your Giving Strategy


Click Here to access the entire 2018

Views – 267

By |October 31, 2018|

5 Questions to Ask Before Starting a Home-Based Business

Some people dream of making it on their own while others consider self-employment because they’ve lost their seemingly stable jobs elsewhere.  Home-based work alternatives are becoming increasingly attractive as online marketing becomes easier and more accessible, and employees discover the advantages of telecommuting.

Before you quit your day job to run a business out of

Views – 290

By |August 14, 2018|

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

Views – 265

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

Views – 345

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

Views – 335

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

Views – 380

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

Views – 514

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

Views – 578

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

Views – 616

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

Views – 528

By |January 2, 2018|