513-241-6650 | Downtown Cincinnati, Butler & Clermont Counties and Northern Kentucky

The Top 6 Things You Should Know About The SECURE Act

Quick Summary The SECURE legislation — which stands for “Setting Every Community Up for Retirement Enhancement” — puts into place numerous provisions intended to strengthen retirement security across the country. As part of a larger government spending package, which was signed into law on December 20, 2019, Congress included provisions from the Setting Every Community [...]

By | January 8th, 2020|Estate Planning, Small Business, Taxes|0 Comments

10 Ways to Maximize Your End-of-Year Giving

Before you click that link or mail that check this season, consider these 10 ways to potentially maximize your charitable giving. Discuss your philanthropic values and goals with your family (or even friends) as a way to build a legacy. 50/30/20 Rule: 50% to support causes you're most passionate about, 30% to support causes you [...]