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Oct 22, 2024
Blog
Important Notice: 2023 Ohio Individual Income Tax Return Processing Issue
We want to bring your attention to a significant processing issue affecting some 2023 Ohio individual income tax returns. Our tax team has identified an emerging situation that may impact clients who received interest income reported on Form 1099-INT during 2023.
Aug 12, 2024
Blog
Revolutionizing 401(k) Plans: The Group Solution You Didn’t Know You Needed
The retirement plan outlook is evolving, and innovative solutions are emerging that could transform how businesses approach retirement benefits.
Nov 8, 2023
Blog
Ohio’s Marijuana Legalization Update – Resources & Best Practices from Rea & Associates
Ohioans voted in favor of Issue 2, a significant change in the state's legal landscape, with approximately 57 percent of voters supporting the measure. This decision legalizes the purchase, possession, and cultivation of marijuana for adults aged 21 and older, along with the implementation of a 10% sales tax on these products sold at licensed dispensaries.
Sep 22, 2023
Blog
Critical Security Considerations for Financial Data
The critical considerations involved in securing financial data through a comprehensive strategy that combines innovative technology with a strong emphasis on employee awareness and best practices deserve a close look.
Sep 15, 2023
Blog
Understanding the Corporate Transparency Act and How It Can Impact Your Business
The Corporate Transparency Act (CTA) is a federal law aimed at protecting national security and helping prevent money laundering through shell and front companies. When entities are created through the State, their beneficial owners’ information (BOI) is not collected. The CTA will require the reporting of this information to FinCEN starting Jan. 1, 2024.
Sep 11, 2023
Blog
Powering Your Wallet: Understanding the Clean Energy Tax Breaks in the Inflation Reduction Act
The Inflation Reduction Act of 2022 provides numerous tax credits for clean energy initiatives. While too voluminous to list each credit and requirement, below are some programs that may benefit taxpayers who are interested in clean energy.
Sep 5, 2023
Blog
Important Update: DOL Extends Grace Period for New Login.gov Credentials
In an effort to enhance security and streamline access to government services, the Department of Labor (DOL) has made a significant change to the way retirement plan sponsors access their accounts. They are phasing out the old EFAST2-issued User ID and password and transitioning to a unified system called Login.gov. This change impacts anyone who needs to sign and submit their 2023 Form 5500 series, and it's crucial to stay informed to avoid potential filing problems or delays.
Aug 28, 2023
Blog
IRS Glitch Blamed for Erroneous Late Filing Notices Related to Retirement Plan Filings
An issue has been identified with IRS reporting related to Form 8955-SSA that may impact some of our clients, and we want to ensure that you are informed and well prepared to address any concerns that may arise.
Aug 2, 2023
Blog
Understanding Spend Management: Your Key to Success
As a business owner, you are constantly seeking ways to enhance efficiency, minimize costs, and drive your company toward greater success.
Jul 25, 2023
Blog
Automation and Digital Transformation
In today's fast-paced digital world, where innovation is king, staying ahead of the curve has never been more crucial. Automation and digital transformation can revolutionize businesses, creating opportunities and boosting success.
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