HBK | Expertise Coordinated

Individuals with assets require a variety of financial services; the greater the assets the greater the complexity of services they require. In virtually all cases, people don’t know the kinds or how many kinds of expertise they need. In Expertise Coordinated, HBK takes a collaborative approach to offer monthly expertise and insights from its CPAs, consultants and wealth advisers.

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What Changes to Tax Laws do Business Owners Need to Know?

We saw a lot of changes last year with the Tax Cuts and Jobs Act (TCJA) and right about a […]

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Expertise Coordinated Archive

What Changes to Tax Laws do Business Owners Need to Know?

We saw a lot of changes last year with the Tax Cuts and Jobs Act (TCJA) and right about a […]

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Preparing for the Pre-Holiday Tax Season

This time of year is a great time for businesses to get their tax documents together and sit down with […]

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Focusing on Your Nonprofit Organization’s Mission

One similarity between for-profit and nonprofit organizations are that they both need money. “The difference is, nonprofits focus on a […]

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Why Is It So Important to Know the Precise Value of Your Business?

So often a business is a major asset in a business owner’s portfolio of investments. “It’s important to manage that […]

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Flood Victims Can Take a Casualty Loss on 2019 Taxes

Severe storms that hit Ohio May 27-29 caused collateral damage throughout the state, including high water and flash flooding in […]

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Business Owners Need to Be Aware of These Important Tax Dates

Most business owners associate April 15 with tax season, but that is certainly not the only date that matters. “There […]

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What’s the Difference Between Wealth Management and Investment Management

“Investment management is taking the client’s dollars and investing it for some purpose,” says Richard C. Morrow, Senior Financial Adviser […]

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Impact of the Tax Cuts & Jobs Act on Individuals

All individuals are impacted by the Tax Cuts & Jobs Act differently, but there are some key changes in deductions […]

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Three Motivators to Help You Achieve Success

Most business owners are looking to grow their money, power or image. But these three things alone won’t bring someone […]

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Top Questions During Tax Season

The 199A deduction, or the Qualified Small Business Deduction, is the hot-button topic leading into tax season this year. For […]

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