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New Estate Tax Portability Relief

The federal estate tax provides a lifetime exemption of $5,490,000 (for 2017) per person. That means that the first $5,490,000 of assets owned at death ... read more >

IRS to Revise Form 1023-EZ, Streamlined Application for Recognition of Exemption

On July 1, 2014, the Internal Revenue Service (IRS) introduced the highly scrutinized Form 1023-EZ, Streamline Application for Recognition of Exemption ... read more >

Life is a Highway

Growing up, I had always set goals for myself that I would work hard to accomplish, whether it was making the varsity basketball team or earning an A on ... read more >

Making the Most of My College Education

Internship

By Regan Salvator

As a senior in high school, I had no idea what I wanted to do after I graduated college. I went into my freshman year at Ohio University as an education ... read more >

IRS Grants Temporary Relief for Late Portability Elections

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced a new concept known as “portability” to the ... read more >

Major Major Decision

All throughout high school, I would be asked what I wanted my professional career to be. The problem was that I had no idea what I wanted to do with the ... read more >

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in ... read more >

Safeguard an Important Benefit

Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare, ... read more >

My Path to Schneider Downs

Internship

By Matt Logan

My expectations of what an internship with Schneider Downs would be like were constructed from the experiences of my past internships as well as from the ... read more >

Can Your Company Benefit From Grant Funding for Fleet or Equipment Repower or Replacement?

Our Transportation and Logistics Industry Group is closely monitoring the progress of the Environmental Mitigation Trust that was created as a result of ... read more >