FAQ: How Do I Gather the Right Paperwork for a Charitable Deduction?

  • March 3, 2014

written by Kami Mason Taxpayers must generally provide documentation to support a claim for any contributions made to charity that they...

Planning for Charitable Contributions

  • February 4, 2014

With the increase in tax rates for capital gains to 20% for higher income taxpayers with adjusted gross incomes over $400,000...

FAQ: How-to Report Rental Income and Expenses

  • November 11, 2013

written by Kevin Hogan Reporting income from renting out your second home depends on how many days the property was rented...

MOST 529 College Savings Plan

  • August 12, 2013

written by Chelsey Dollarhide This is the fourth article in our Retirement Series. Click here to read our introduction. In this...

Firm News: One of Accounting Today’s 2013 Wealth Magnets

  • August 1, 2013

The Whitlock Company was recognized as one of Accounting Today’s 2013 Wealth Magnets. The company ranked 23rd of CPA firms providing...

Oppenheimer Asset Management, Inc.

  • February 19, 2009

February 17, 2009........Comments by Tom Robinson, President Last week was not pretty for equities virtually anywhere.

Oppenheimer Asset Management, Inc.

  • February 9, 2009

February 9, 2009......Comments by Tom Robinson, President Stock markets generally had a good week last week.

Oppenheimer Asset Management, Inc.

  • January 26, 2009

January 26, 2009……..Comments by Tom Robinson, President There is a new President in the White House, and we all have to wish him well as he tries to deal with the multiple issues that confront the nation.

Oppenheimer Asset Management, Inc.

  • January 12, 2009

January 12, 2009........Comments by Tom Robinson, President Spooked by the deteriorating employment situation and the judgment of a deepening global recession, the equity markets did not do well last week.