https://www.youtube.com/watch?v=YXHPciR8drs Can’t watch the video? Get the transcript. Top Barnes Dennig estate and tax planning pros outline estate exemptions, timelines, and key strategies to help you optimize your estate planning and tax impact. You may also be interested in more information on estate planning and tax strategies. If you’d like
After decades of hard work building your construction company, you’ve probably reached that pivotal moment where retirement isn’t just a distant dream anymore. But one thing that keeps many contractors up at night is how to transfer all that wealth you’ve built without losing a massive chunk of it to
Gifts-in-Kind and the Importance of Donor Acknowledgement of these gifts for Taxes Purposes Happy Holidays from the Barnes Dennig family to yours. As we are quickly approaching the end of 2020, it’s a good time to evaluate recent standards updates and implementation plans. While a lot of focus has been
With an entrepreneurial spirit that runs deep and a passion for helping others build and preserve wealth, Mark Hamad has dedicated his career to guiding closely-held businesses, families, and individuals through the complexities of tax planning and private wealth management. Since joining Barnes Dennig in 2013, Mark has served many
Get a Quote Commercial real estate companies in Dayton and Ohio face a number of challenges staying ahead in a constantly changing landscape. In commercial real estate, bigger is often better. But bigger projects also add complexity. Taxes are tougher. You’re juggling more relationships with investment partners. The fluctuating market
Get a Quote Commercial real estate companies in Indianapolis and Indiana face a number of challenges staying ahead in a constantly changing landscape. In commercial real estate, bigger is often better. But bigger projects also add complexity. Taxes are tougher. You’re juggling more relationships with investment partners. The fluctuating
Strategies for Individual Taxpayers A good way to start your year-end tax planning is by identifying any changes in your personal situation that may affect your taxes. A change in your marital status, a move, a job change, a new business, retirement, a new dependent or loss of one—any of
If you’ve been considering an electric vehicle purchase, there’s some welcome news in the new Inflation Reduction Act – but there are some caveats, and some important steps for automobile dealerships to take now. On Tuesday, August 16, 2022, President Joe Biden signed the Inflation Reduction Act of 2022 into
The SECURE Act, which was passed in December of 2019, brought significant changes to retirement accounts, specifically to the treatment of inherited retirement accounts – including eliminating the so-called “stretch IRA,” and adding a new 10-year “clean out” rule that requires beneficiaries from inherited retirement accounts to fully distribute the
The COVID-19 pandemic brought seemingly endless challenges for virtually everyone – families, individuals, businesses, and non-profit organizations alike. Helping navigate these challenges has been the focus of multiple federal relief packages passed over the past 18 months – and other local government issues (including those involving municipalities) have largely been
The year 2020 will never be forgotten, not in the least due to the significant challenges – both professional and personal – brought on by COVID-19. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act granted small U.S. businesses the ability to apply for forgivable Paycheck Protection Program
On November 6, 2019, Ohio Governor Mike DeWine signed a bill into law that strikes the ban barring attorneys and lobbyists from using the Ohio business income tax deduction (BID). Ohio S.B. 26 repeals a provision that excludes income earned from the practice of law or lobbying from being eligible