Tag: 529 plans

Avoid these common mistakes For 2019, the lifetime gift and estate tax exemption has reached a whopping $11.40 million…

One downside of contributing to a traditional IRA is that, once you reach age 70½, you must begin taking required minimum distributions…

In a small or growing business, you most likely wear many hats. You’re the leader, you’re the HR department, you could be…

CLEVELAND, OH – August 28th, 2019 Hobe & Lucas CPAs, a full-service accounting and business consulting firm serving clients…

The Wayfair case was decided by the Supreme Court in June of 2018 (South Dakota v. Wayfair). It has largely changed the landscape…

Employee health and welfare benefit plans are established to provide medical, sickness, accident, disability, and many other benefits to employees or former…

CLEVELAND, OH – February 9, 2019 Hobe & Lucas CPAs, a full-service certified public accounting and business consulting firm…

Technology is tricky. Much of today’s software is engineered so well that it will perform adequately for years. But new and better…

These final two weeks of the year are usually filled with a hope that a few of those outstanding proposals will turn…

Many business owners buy accounting software and, even if the installation goes well, eventually grow frustrated when they don’t get the return…