Client Spotlight – Glier’s Meats

In 1946, Robert Glier returned home from World War II.  He bought a small store with a sausage kitchen and a smokehouse.  Robert made sausages as his wife, Louise, assisted customers.  In the winter months, he created his version of a celebrated regional dish of pork, beef, steel-cuts oats and seasoning.  Somewhat like sausage and… Read More

Cincy Chic Features Mackey Advisors!

The Mackey Advisors Team is thrilled to have been featured in the online publication, Cincy Chic! Mackey Advisors has been in Cincinnati since 1982, when it was first started as a traditional financial services firm. Mackey Advisors eventually grew to become one of the largest women-owned businesses in Greater Cincinnati.Today, Mackey Advisors works with individuals,… Read More

Client Spotlight – Holthaus Lackner Signs

In 1929 Gus Holthaus Sr., founded Gus Holthaus Signs in a back room of his apartment in the West End of Cincinnati near the old Crosley Field.  A 3rd generation painter, Gus Sr. utilized his skills to provide Cincinnati businesses with visual identification for its customers. By 1938, the company had grown to the point… Read More

Year-End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should… Read More

New Overtime Rules Take Effect in December

On December 1, 2016, about 4.2 million workers who were previously classified as “exempt” could become eligible for overtime pay due to modifications to the Fair Labor Standards Act (FLSA), and many small businesses have been scrambling to comply with the new rules. Following is a brief summary of why the changes were enacted, and… Read More

College Board Releases 2016 Trends in College Pricing Report

The College Board has released college cost figures for the 2016/2017 college cost data in its annual Trends in College Pricing report. “Total average cost” includes tuition and fees, room and board, books, transportation, and personal expenses. Here are the highlights: Public colleges (in-state students): Tuition and fees increased an average of 2.4% to $9,650… Read More

Client Spotlight – Mach III Clutch, Inc.

Mach III Clutch, Inc. is a manufacturer of clutches and brakes that are used in the drive systems of industrial machinery. These products, fundamentally, transfer motion from one rotating component, such as a motor, to another, such as a conveyor belt. They also prevent motion when it is not needed or desired.  The company occupies a… Read More

November 1 Kicks Off Open Enrollment for Health Marketplaces

Beginning November 1, 2016, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health Insurance Marketplace. The open enrollment period ends January 31, 2017. Individuals can use Health Insurance Marketplaces to compare health plans for benefits and price, and select a plan that fits their… Read More

Medicare Open Enrollment Begins October 15, 2016

Medicare open enrollment period allows you to make changes to your current plan.  What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and… Read More

IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-Day Rollover Deadline

Background–direct and indirect (60-day) rollovers If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan (like a 401(k)) you can avoid current taxation by directly rolling the distribution over to another employer plan or IRA (with a direct rollover you never actually receive the funds). You can also avoid current taxation by… Read More