Tax Planning & Compliance
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Giving Through A Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is an irrevocable tax-exempt trust providing an income stream to non-charitable beneficiaries for life or a determined period of time…
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5 Critical Reasons Why Everyone Needs Estate Planning
Estate planning might sound like a topic reserved for the wealthy or the elderly, but the truth is, everyone can benefit from having an estate…
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Drop and Swap Strategy Aided by Recent Ohio Law Means Boon for Real Estate Investors
For many years, experienced commercial real estate (CRE) investors in Ohio have structured real estate purchases as an entity purchase and sale, often referred to…
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The Difference Between Testamentary V. Living Trusts
Many families use one of two type of trusts, particularly when there are minor children. A testamentary trust is created through a person’s Last Will…
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Duties of a Successor Trustee
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Cryptocurrency: Buyer Beware
Although cryptocurrencies have existed for over two decades, they have garnered considerably more attention in recent years. A majority of this attention has put a…
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The Flexibility and Traps of Ohio’s New LLC Act
Ohio’s new limited liability company act became effective February 11, 2022 and is a complete replacement of Ohio’s LLC law based on the American Bar…
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Join Us For A Conversation On Tax, Wealth And Estate Planning
As we look back on the first 100 days of President Biden’s administration, there have been many proposed changes to both individual and business tax…
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