Contractual Obligations in Response to COVID-19

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    During this time of uncertainty, several…

Treasury Extends Tax Payment Deadline by 90 Days

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New deadline - updated 3/20/2020 2:57 PM The U.S. Department…

Coronavirus (COVID-19): Information for Small Business Administration Economic Injury Disaster Loans

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  Ohio Governor DeWine’s office is working to expedite…

New Tax Audit Rules on Entities Taxed as Partnerships

By Jack C. Butler, Partner, Carlile Patchen & Murphy LLP     As…

UBS Sues Annuities Provider, Claiming Deceptive Practices in Commission Promises

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By Miriam Rozen December 18, 2018. Wirehouse UBS has…

Another LPL Adviser Sues Ohio National over Variable Annuity Commissions

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By Greg Iacuri January 2, 2019. Another LPL Financial adviser…

Annuity Group Says Ohio National Poses Risk to Industry

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By Greg Iacurci December 18, 2018. Insured Retirement Institute…

IRS Addresses Problem with Fluctuating Exclusion Amount

By The Family Wealth & Estate Planning Group On November…