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Blog & Newsroom

As a trusted advisor, one’s CPA is often one of the first people notified when a client dies.  As a CPA, it is critical to know and understand both the legal and moral steps involved in helping a family cope with a death.

Posted by: Donnenette Smith, CPA, ABV, CFF

Ohio S.B. 117 signed by Governor Kasich will take effect in March 2012.  One of the  more interesting changes made by this bill is in regards to trustee duties with respect to life insurance as a trust asset. 

Posted by: Laura Haines, CPA

Senior citizen membership organization AARP recently came under fire by GOP lawmakers questioning the non-profitability of the group’s control over, and approval of, products sold by private firms while personally bypassing millions in tax levies.

Posted by: Robin Baum, CPA

Posted by: Reggie  Brewington, Jr., CPA