The New Year is here which means a new set of tax rules and changes. Use this as a reference tool for key tax items in 2020. Click here to view the 2020 Tax Guide.

Investors woke up to positive news on the morning of Friday, December 13th with United Kingdom Prime Minister Boris Johnson’s Conservative party winning a commanding majority in the Parliamentary election. Across the pond, there were more positive headlines with phase one of the U.S.-China trade deal seemingly near the finish line. The increased clarity that these developments provided drove a ris...

Click here to download the January 2020 edition of the Live Well, Work Well newsletter.

Please join us for Graydon & HORAN's monthly Bridge Series! On the first Friday of every month HORAN and Graydon invite you to join us as we bridge organizations and our community together. Friday, January 3 7:30 to 8:30 a.m. Networking & Discussion January’s Featured Guest – Steve Leeper from 3CDC The Bridge Series takes place at Graydon's OTR Office located at 1421 Main St, Cincinnati, OH ...

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities With equity markets near all-time highs, investors with taxable accounts may hold highly appreciated equity positions. From a tax p...

This video is dedicated to HORAN clients, partners and employees. Thank you for a wonderful year and warm wishes for the new decade.

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This video is dedicated to HORAN clients, partners and employees. Thank you for a wonderful year and warm wishes for the new decade.

Click here to view the December 2019 Live Well, Work Well newsletter.