New IRS Guidance: Tax Treatment for Energy Efficiency Rebates

The Inflation Reduction Act (IRA) introduced and broadened several incentives aimed at encouraging taxpayers to boost their use of renewable energy sources and embrace various energy-efficient upgrades. Notably, the legislation allocates funding of nearly $9 billion towards home energy rebates. Although the rebates are not currently accessible, numerous states are anticipated to roll out their […]

Tax Deductions for Home Office Professionals

Are you someone who works from home? If you’re self-employed and meet specific criteria, you may be eligible to deduct a portion of your home office expenses. This deduction applies even if you conduct work in other locations. You can choose between deducting actual expenses that you can verify or utilizing a simplified method endorsed […]

2024 Tax Calendar

To help you make sure you don’t miss any important 2024 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or would like assistance in meeting them. Date Deadline for January 31 […]

Social Security Numbers: The Combination to Your Safe

In this digital age that we live in there is an infinite number of ways that scammers can gain access to your personal information. From high-profile data breaches that are often outside of your control to weak passwords and phishing attacks that are preventable, staying vigilant is of upmost importance. It may seem odd, but the fact […]

File Early to Avoid Tax Identity Theft

Unless you’re anticipating a sizeable return, filing taxes is no fun at all. In fact, most people put it off until they risk missing the April 15th deadline. But you know what is even less fun than filing your taxes? Doing all the work, that comes with filing your taxes, to find out that you are […]

Ohio Commercial Activity Tax Modifications in 2024

PPP revisions smallest businesses

Beginning January 1, 2024, noteworthy changes in the Commercial Activity Tax (CAT) landscape will reshape the tax responsibilities of Ohio CAT taxpayers.  Here’s what you need to know: Assess Your Annual CAT Receipts The Ohio Department of Taxation strongly urges taxpayers to evaluate their annual CAT receipts. Those anticipating taxable receipts below $3 million in […]

IRS Extends Delay of New Reporting Threshold for Cash Apps

The IRS has announced a reprieve for individuals who have received more than $600 through payment apps like Venmo, PayPal, or Cash App this year. The agency revealed that it is once again postponing the enforcement of a 2021 law mandating payment platforms to issue tax forms, known as 1099-Ks, to recipients with more than $600 in earnings […]

2023 Webinar for Individuals – Your Tax Roadmap

Cost-Of-Living Adjustment 2023

Please note: CPE is only available for live webinars. CPE is not available for webinars on-demand. Join us for a webinar on Individual Tax Strategies for Year-End, led by two of our tax experts: Mark Gaudet and Larry Powell. For individuals, understanding the tax implications of your financial decisions is vital. Join us in this […]

2023 Webinar for Businesses – Preparing for Year-End and Beyond

return to work checklist

Please note CPE is only available for live webinars. CPE is not available for webinars on demand. Join us for a webinar on Year-End Tax Planning for Businesses, led by three of our best and brightest tax experts: Brittany Lawrence, Zach Gubser and Phil Hurak. Taxes don’t have to be taxing, which is why CSH […]

Employee Retention – How to Reward & Retain Key Employees

Please note: CPE was only available for the live version of this webinar. CPE is not available for the webinar on demand. Summary Organizations need to implement new and creative ways to keep their key employees – and keep them happy. Learn how qualified and nonqualified benefit plans can empower your organization to not only […]

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