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 year ago now, we had all new laws that the IRS had to implement. “Some of those changes are still…

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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 year ago now, we had all new laws that the IRS had to implement. “Some of those changes are still…

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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 their CPA or tax professional. “This allows them to do some tax planning and get some things in order before…

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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 mission,” says James Bird, senior manager at HBK.   In this installment of Expertise Coordinated,  Bird talks about focusing on…

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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 like any other investment that you would have,” says Kelly Carrier, principal at HBK.   In this installment of Expertise…

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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 the Mahoning Valley, particularly in Boardman and Canfield along U.S. Route 224, and even into Poland. Parts of those areas…

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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 are various days throughout the year that are important for business owners especially,” says Jena Baun, a senior associate at…

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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 with HBK. “That’s an important component, but when you take a step back, the wealth management is much broader,” he…

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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 and reimbursements that taxpayers should be aware of. In this installment of Expertise Coordinated, David Blasko, a principal-in-charge at HBK,…

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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 long-term success or fulfillment. In this installment of Expertise Coordinated, Michael Ross, a principal at HBK, tells how he helps…

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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 small- to medium-sized businesses, it can mean a lower corporate tax rate. It also means business owners have quite a…

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