CPA Articles

May 22, 2019 / Estate Planning, Medical Planning

HOW TO AVOID THE 10 MOST COMMON ESTATE PLANNING MISTAKES

You are invited to attend our free one-hour program! Life/Disability/Long-Term Care Insurance. Health Care Power of Attorney, Living Will, and...
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May 22, 2019 / Estate Planning

TOP 10 MISTAKES THAT MAY DEVASTATE YOUR FAMILY

Top 10 mistakes that may devastate your family & their financial security when you become sick or die… 1. Failure...
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May 22, 2019 / Estate Planning, Investment Planning

TOP 5 PROBLEMS WITH YOUR ESTATE PLAN

Top 5 problems that arise when you leave money to your family upon your death and the unexpected consequences that...
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May 22, 2019 / Estate Planning, Financial Planning

AGING PARENTS, CHILDREN AVOIDING CRITICAL TALK ABOUT MONEY

Holidays can present ideal opportunity to jumpstart financial conversations. Only a quarter of U.S. adults with children talk regularly with...
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May 22, 2019 / Business Planning, Estate Planning, Financial Planning, Investment Planning, Tax Planning

BILL HESCH NAMED “LEADING LAWYER” FOR NINTH CONSECUTIVE YEAR

William E. Hesch, Esq., CPA, PFS, was recently recognized as a "Leading Lawyer" in the Trust and Estate area by Cincy...
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May 22, 2019 / Business Planning, Legal Services, Tax Planning

OHIO IS CRACKING DOWN ON UNPAID USE TAX

 UNPAID USE TAX The State of Ohio is aggressively looking for businesses that may owe Ohio Use taxes. In addition...
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