Newsletters

For the latest accounting updates, important information such as changes in tax laws and tips for business planning, read the Stephenson and Warner CPAs monthly newsletter available below. Our accounting team keeps businesses and residents in Hamilton, Oxford, West Chester and the surrounding Cincinnati area communities "in-the-know" with tax advice, recent financial news and more. Have a topic you would like to know more about or a financial question you would like to see answered in an upcoming newsletter? Please submit your idea today via our Contact Us page. We look forward to serving your accounting, tax and financial planning needs.

December 2018 Newsletter

December 15th due date for calendar year corporations to pay the fourth installment of 2018 estimated income tax, December 31 deadline to complete 2018 tax-free gifts of up to $14,000 per recipient. Deadline for paying expenses you want to be able to deduct on your 2018 income tax return. 6 Last Second Money Saving Tax Moves, Retirement Contributions Get Boost in 2019, It's Your Money Get it Back Now, Early Warning Signs of a Tax Problem, 5 Tips to Keep Your Customers Coming Back, The New Business Deduction

November 2018 Newsletter

Sunday, Nov 11th: Veterans Day, Thursday, Nov 22nd: Thanksgiving, Friday, Nov 23rd: Black Friday (shopping deals day), Monday, Nov 26th: Cyber Monday (online deals day), Tuesday, Nov 27th: #GivingTuesday (charitable giving day), Reminder: Conduct year-end tax and financial planning. Annual Tax Essentials, Don't Let Disaster Derail your business, Reirees Should Check Withholdings or Else, How to Survive 3 Unavoidable Banking Trends, The IRS loves your business and that is not good, Turkey Trivia.

October 2018 Newsletter

Reminders, Time to Launch Your Tax Strategy, Keys to Creating a Satisfying Retirement, Fraud? Negligence? Know the Difference!, Six Ideas to Help Your Business Survive AND Thrive, Find Your Sleep Sweet Spot, Hustling for Extra Income

September 2018 Newsletter

Reminder, September 3: Labor Day, September 17: 3rd quarter estimated tax due, Filing deadline for 2017 S corp and partnership returns that received extension October 1: SIMPLE IRA plan establishment due. Is a Tax Suprise Waiting for you, Education:Tax Changes You Need to Know, The Eye Opening Video Games Phenomena, Combat Employee Turnover, Give your Credit Score a Boost, Hedging Against a Trade War.

August 2018 Newsletter

Reminders, Tax free 'holiday' August 3rd-5th, Student Loan Forgiveness Creates New Tax Trap, Ideas to Improve Your Financial Health, Dramatic Sales Tax Change, Are you Sharing too Much Information Online, Setting up Your Business Accounting System, Manage Capital Gains Tax Tips.

July 2018 Newsletter

Reminders, Quarterly federal excise tax returns due, Employer quarterly federal tax returns due, Calendar-year employee retirement and benefit plan returns due

Five tax breaks for new parents, how long will it last, become debt-free, Is it worth it to amend your return, Elements of a good business partnership, Useful online productivity and security tools.

June 2018 Newsletter

Reminder, June 15-the second installment of 2018 individual estimated tax is due.

It's tax-planning time, The new small business family medical leave credit, 6 tax benefits of owning a home.

May 2018 Newsletter

Update on the Tax Cuts and Jobs Act (TCJA), How to handle a gap in health care coverage, Audit rates decline for 6th year in a row.

April 2018 Newsletter

Reminders, April 17th individual income tax return for 2017 due, 2017 calendar-year c corporation income tax returns are due, 2017 annual gift tax returns are due, deadline for making 2017 IRA contributions, first installment of 2018 individual estimated tax is due. When an extension is needed, Great uses for your tax refund, Stay prepared to sell your business.

March 2018 Newsletter

March 1 – Farmers and fishermen who did not make 2017 estimated tax payments must file 2017 tax returns and pay taxes in full. March 2 – Automatic extension deadline for employers and health care providers to provide Forms 1095-B and 1095-C to individuals. March 15 2017 calendar-year S corporation income tax returns are due.2017 partnership returns are due.Deadline for calendar-year corporations to elect S corporation status for 2018. Alert: Expired home and education tax breaks revived, Answers to commonly asked tax questions, Tax checklist for business startups.

February 2018 Newsletter

Reminder: February 28 – Payers must file most other Forms 1099 (except certain Forms 1099-MISC due Jan. 31) with the IRS. (April 2 if filing electronically.) March 1 – Farmers and fishermen who did not make 2017 estimated tax payments must file 2017 tax returns and pay taxes in full. March 2 – Automatic extension deadline for employers and health care providers to provide Forms 1095-B and 1095-C to individuals. March 15 –• 2017 calendar-year S corporation income tax returns are due. • 2017 partnership returns are due. • Deadline for calendar-year corporations to elect S corporation status for 2018. New Capital Expense rules, Tips for when your employees are family members, Taxes and virtual currencies: what you need to know,.

January 2018 Newsletter

Reminders, January 16 – Due date for the fourth installment of 2017 individual estimated tax. January 31 –Due date for employers to furnish W-2 statements to employees, and to file Forms W-2 with the Social Security Administration (both paper and electronic forms).Due date for payers to provide most Forms 1099-MISC with non-employee compensation in box 7 to recipients and to the IRS. Employers must file 2017 federal unemployment tax returns and pay any tax due. Due date for providers to send Forms 1095 to recipients and the IRS. Looking ahead:Tax reform in 2018, Mileage rates for 2018, The best way to avoid an audit: Preparation.