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    • Brian Stautberg
      Mar 21, 2017 | Brian Stautberg

      Tax Records: What to Keep & How Long

      What records do I really need to keep?

      With the 2017 tax filing season in full swing, we frequently are asked this question.  The IRS recommends that taxpayers keep all sales slips, invoices, receipts, canceled checks or financial account statements, stock brokerage statements, Forms W-2 and 109…

    • Mar 21, 2017 | Lydia Ritze

      Major Shift in Lease Accounting Could Cause Major...

      Almost every manufacturer leases equipment or real estate. For decades, companies were not required to report many lease-related assets and liabilities on their balance sheet. That is all about to change under a controversial new lease accounting standard that was issued in early 2016.

      Shifting t…

    • Karen Keller
      Feb 16, 2017 | Karen Keller

      Simplified Accounting for Goodwill as Early as 201...

      The FASB recently issued ASU 2017-04, Intangibles – Goodwill and Other: Simplifying the Test for Goodwill Impairment (ASU 2017-04), which simplifies the accounting rules used by publicly traded companies for measuring goodwill impairment.  Under existing rules, the measurement of goodwill impairm…

    • Nathan Oswald
      Feb 16, 2017 | Nathan Oswald

      Sweat the Small Stuff

      How to detect and prevent expense reimbursement fraud

      Companies often overlook expense reimbursement fraud because of the relatively small amounts involved. But these amounts can add up quickly, particularly if employees believe that management is “looking the other way.” They can also be a w…

    • Bryan Setz
      Jan 27, 2017 | Bryan Setz

      New Identity Theft  Security Measures for 2017

      In a constant battle against savvy internet identity theft schemes, the IRS and state tax agencies have taken various steps to protect taxpayers from fraud and scams.  Since enhancements have been made to enable electronic filing of individual tax returns on the internet, as well as online shopping…

    • Janie Evans
      Jan 19, 2017 | Janie Evans

      IRS Issues New Regs on Allocating Debt to Partners...

      The IRS released new temporary and final Section 752 regulations on October 5, 2016. Sec. 752 of the Internal Revenue Code and related regulations explain how to allocate partnership debt among partners for purposes of calculating the basis of their partnership interests, which determines their bas…

    • Dec 01, 2016 | Jeff Weber

      Tax Planning Guide

      Tax Planning Guide

    • John Eberhart
      Nov 15, 2016 | John Eberhart

      Accounts Receivable Management – How Manufacture...

      Abstract:   Accounts receivable is often one of the biggest assets on a manufacturer’s balance sheet. But the faster a company is able to convert receivables to cash, the sooner it’s able to pay suppliers, employees and lenders — and the less likely it will be to draw on its line of credit t…

    • Mike Clark
      Nov 14, 2016 | Mike Clark

      Accounting Today Names Cassady Schiller On 2016 Be...

      We are proud to announce that Cassady Schiller CPAs & Advisors was recently named 2016 Best Accounting Firms to Work For by Accounting Today.

      Cassady Schiller was recognized nationally by Accounting Today as one of the 2016 top 100 Best Accounting Firms to Work For. This award is given by…

    • Heather Bucher
      Sep 30, 2016 | Heather Bucher

      Cassady Schiller Cares – September

      Saturday, September 24, a team of associates participated in the 2016 Cincinnati Walks for Kids event. Over 20 employees took a scenic stroll through the Cincinnati Zoo to celebrate and raise money for Cincinnati Children’s Hospital Medical Center. Cassady Schiller was able to raise $7,145 for…

    • Bryan Setz
      Jul 26, 2016 | Bryan Setz

      Taxes and Voting: 2016

      The election year reigns as one of uncertainty.  Clients worldwide, on both sides of the fence, are battling to quantify the impact of this year’s presidential election.  As a trusted advisor, Cassady Schiller remains independent from discussing political parties.  However, we thought it’d be…

    • Brian Stautberg
      Jul 25, 2016 | Brian Stautberg

      ODT issues tax scam alert

      Tax Commissioner Joe Testa last week issued a public warning to individual and business taxpayers in Ohio about an apparent tax scam that has surfaced in southwestern Ohio.

      Residents and businesses in Butler and Hamilton counties have been receiving a postcard through the mail sent by what claims…

    • David Lingler
      Jul 25, 2016 | David Lingler

      Why You Should Value Your Business Today Even if Y...

      In today’s economy, no one wants to spend money on something they don’t need today. So why do you need an estimate of your company’s value when you don’t expect to leave for several or many years or have no plans of transferring any ownership?

      Well, you don’t need to know the value if you are cer…

    • Craig Vonderhaar
      Jul 25, 2016 | Craig Vonderhaar

      Be Aware of IRS Impersonation Scams

      Federal officials recently arrested five suspects in Miami, Florida for their involvement in a growing IRS impersonation scam that has its origin tracing back to 2013. The suspects are accused of posing as IRS and Department of the Treasury officials over the phone and requesting unknowing victims t…

    • Leslie Brown Robey
      May 10, 2016 | Leslie Brown Robey

      Jim McGrath – Wealth Management Roundtable

      Cassady Schiller’s Director of Wealth Management Services, Jim McGrath CFA®, CPA, CFP®, CIMA®, participated in the Cincinnati Business Courier’s Wealth Management Roundtable on May 6th, 2016.

      Here is an excerpt from the Cincinnati Business Courier’s writeup:
      Cincinnati Business Courier editor…

    • David Lingler
      Apr 01, 2016 | David Lingler

      March Payroll Employment up 215,000 – Unempl...

      Payroll employment rises by 215,000 in March; unemployment rate little changed at 5.0%

      The job market remains pretty stagnant. Not much in gains, but not losing either. Total nonfarm payroll employment rose by 215,000 in March, and the unemployment rate was little changed at 5.0 percent. Emplo…

    • David Lingler
      Mar 09, 2016 | David Lingler

      Pepperdine Report Reveals Optimism for Sales of Ma...

      Advisors who aid business owners and buyers in selling and buying businesses expect a 60% increase in deals in 2016, according to the “Market Pulse Quarterly Survey Report” for the fourth quarter of 2015 (4Q15). This report is part of the Pepperdine Capital Markets project, which conducts ongoin…

    • Leslie Brown Robey
      Feb 26, 2016 | Leslie Brown Robey

      HCDC Elects David Lingler as new Board Chair

      We are excited to announce that David Lingler has been elected Board Chair for HCDC, Inc.

      David Lingler, Director of Business Valuations and Consulting at Cassady Schiller CPAs and Advisors, was elected as HCDC’s new Board Chair. Lingler previously served as Vice Chair and succeeds former Chair…

    • Leslie Brown Robey
      Feb 01, 2016 | Leslie Brown Robey

      Exclusive Article by Cincinnati Business Courier

      EXCLUSIVE: One of Cincinnati’s largest accounting firms has a new chief
      Today, the Cincinnati Business Courier published the following article in their Industry News > Banking & Financial Services section: “One of Cincinnati’s largest accounting firms has promoted a new chief as part of…

    • Leslie Brown Robey
      Jan 29, 2016 | Leslie Brown Robey

      CSA Announces Mike Clark as Managing Partner &...

      As you know, 2015 was a memorable year for Cassady Schiller, with many significant events that made our 25th anniversary year very special. In a quick review, here are the top events of last year. Jim McGrath joined as a Partner in our Wealth Management Services group; we were recognized in the busi…