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Tax Strategy

Tax planned across your lifetime: business structure, timing, and how the business itself eventually gets taxed. We don't file the return; we build what goes in it.

2025 Tax Due Dates: A Guide to Federal Deadlines for Individuals and Businesses
Tax Strategy

2025 Tax Due Dates: A Guide to Federal Deadlines for Individuals and Businesses

As tax season approaches, one of the most common questions is about important due dates. Here’s a comprehensive overview of the federal tax deadlines for 2025, covering both businesses and individuals.

3 min read Jan 26, 2025
Don’t Forget Estimated Tax Payments
Tax Strategy

Don’t Forget Estimated Tax Payments

With the IRS interest rate now at 8% you do not want to forget or skip your estimated tax payments.

3 min read Apr 2, 2024
Beyond Tax Minimization: Embracing Wealth Maximization as the True Financial North Star for Businesses
Tax Strategy

Beyond Tax Minimization: Embracing Wealth Maximization as the True Financial North Star for Businesses

Tax minimization, while important as part of the overall strategy, is often mistaken as the primary objective.

4 min read Feb 13, 2024
The Long Term View: Lifetime Tax Rates
Tax Strategy

The Long Term View: Lifetime Tax Rates

When it comes to planning, taking a long-term view is crucial, and we often see it missed by individuals and their advisors when looking at taxes.

4 min read Feb 6, 2024
Maximizing Business Benefits: 401k Tax Credit Strategies with Secure Act 2.0
Tax Strategy

Maximizing Business Benefits: 401k Tax Credit Strategies with Secure Act 2.0

Getting a handle on your business's retirement savings just got more exciting with Secure Act 2.0.

4 min read Jan 16, 2024
2024 Tax Deadlines
Tax Strategy

2024 Tax Deadlines

Deadline for S-Corp and Partnership (and LLCs taxed as a partnership) tax returns.

2 min read Dec 10, 2023
Quit Making 1099s So Painful
Tax Strategy

Quit Making 1099s So Painful

Most business owners have heard of 1099s and have come to recognize the pain in January of collecting information for and issuing them.

3 min read Mar 7, 2023
Ohio Development Grants, Tax Credits & Loans
Tax Strategy

Ohio Development Grants, Tax Credits & Loans

JobsOhio provides grants, tax credits and loans to support economic development in the State of Ohio.

2 min read Mar 5, 2023
2023 Tax Deadlines
Tax Strategy

2023 Tax Deadlines

One of the most frequently asked questions we receive during tax season is around due dates.

2 min read Feb 2, 2023
Navigating the Untapped Resource of the Employee Retention Credit
Tax Strategy

Navigating the Untapped Resource of the Employee Retention Credit

The Employee Retention Credit may seem complicated. It may seem like small potatoes compared with the EIDL and PPP opportunities of recent days.

5 min read Mar 10, 2019
The Recovery Startup Business Employee Retention Credit
Tax Strategy

The Recovery Startup Business Employee Retention Credit

Just like the Employee Retention Credit, you might think that the RSB - ERC is a complicated endeavor that really isn’t that helpful.

4 min read Mar 10, 2019