Moving due to a job change? There might be potential tax savings that come along with your move.

  • September 15, 2014

written by Eric Lampe Moving expenses may have the ability to be tax deductible by individuals. There are three key criteria’s...

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...

Rental Income Concept on Blackboard

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...

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.