Bruce Bechhold, CPA, is committed to helping business owners with their tax, accounting, and business needs. His goal is to help clients grow their company, understand their financial statem... Read more
Presented by Susan Paolo, AAMS®, MBA, First Vice President – Investment Officer There’s a Finnish quote, “Happiness is the place between too little and too much.” In our culture that’s so dr... Read more
Presented by Susan Paolo, AAMS®, MBA, First Vice President – Investment Officer Retirement planning can be challenging, but creating a timeline can help ensure your savings stay on track. He... Read more
By Wendy Shick, CPA, CFP® – Principal, Tax Since the advent of the Tax Cuts and Jobs Act (TCJA) of 2017, there have been unanswered questions. The TCJA included some of the most signif... Read more
Susan Paolo, AAMS®, MBA, First Vice President – Investment officer Before entering the financial services industry, Susan graduated from Hiram College, received her MBA from Lake Erie... Read more
By Cynthia M. Kula, CPA/PFS, CFP There have been many tax reforms over the years. The latest Tax Cuts and Jobs Act is one of the more complex and impacts all taxpayers. The TCJA was signed i... Read more
Susan Paolo, AAMS®, MBA, First Vice President – Investment officer Before entering the financial services industry, Susan graduated from Hiram College, received her MBA from Lake Erie... Read more
By Bruce Bechhold, CPA, Walthall Rea Jan. 1, 2018, not only brings a new year, it brings a new federal Tax Code. The new Tax Cuts and Jobs Act makes sweeping changes to the nation’s tax laws... Read more
Susan Paolo, AAMS®, MBA, First Vice President – Investment officer Before entering the financial services industry, Susan graduated from Hiram College, received her MBA from Lake Erie... Read more
Insurance can help protect your business from property damage, personal injury suits, and other forms of monetary loss or be viewed as an employee benefit. One of the issues business owners... Read more
