Menu

Articles of Interest

Advisor Updates

A New Administration in Washington: How Will Trump’s Policies Affect Taxes, Investments and the Markets?

Today is a historic day. Early this afternoon the 45th president of the United States was sworn into office. No matter your political stance and beliefs, it's undeniable that this unique and peaceful transfer of power every four years demonstrates the beauty and the grace of our democracy.  In a new white paper entitled "A New Administration in Washington: How will Trump's Policies Affect ...

HORAN Releases 2017 Tax Guide

The New Year is almost here which means a new set of tax rules and changes. HORAN publishes an annual Tax Guide to serve as a reference tool for key tax items. We hope this will be a useful resource for you throughout the new year. If you would like us to mail laminated copies for you or your colleagues, please do not hesitate to contact your HORAN advisor and we will be happy to ...

Employers

Business Succession Planning: A Strategy to Ensure Future Growth - Summer 2014

Success can be defined and conceptualized in many ways. In business, success is often associated with profit margins. A second way businesses can be seen as successful is a sustained history of accomplishments, innovation and preparation for the future. Granted, there are plenty of companies that have proven success without many decades to put behind their name. Twitter, for example, would ...

Enabling Clients to Protect Their Dreams Through Disability Insurance - Winter 2013

Disability insurance can be a difficult subject to address. No one wants to think about the possibility that something could happen to prevent them from being able to live the life they’ve been working toward or even to continue to live as they currently are

Transitioning to a Second Generation of Business Success - Winter 2013

HORAN hosted a seminar for partners and friends of the firm on the subject of business succession planning in late May of this year. The seminar featured a panel comprised of HORAN experts and the President and Founder of Coppertree, Mark A. Casella.

The Use of ESOPs in a Business Succession Plan - Fall 2013

HORAN partnered with Dinsmore, the largest law firm in Cincinnati with offices in 16 cities nationwide, to host a seminar for our corporate partners and advisors on the subjects of financing, protection and transition strategies for closely-held businesses.

Individuals

HORAN Releases 2017 Tax Guide

The New Year is almost here which means a new set of tax rules and changes. HORAN publishes an annual Tax Guide to serve as a reference tool for key tax items. We hope this will be a useful resource for you throughout the new year. If you would like us to mail laminated copies for you or your colleagues, please do not hesitate to contact your HORAN advisor and we will be happy to ...

2017 Income Tax Proposals

Income tax reform is perpetually a political football. With Republicans in control of both the legislative and executive branches of the government, we are likely to see substantial income tax reform in 2017 instead of the usual “punt.” At HORAN we are watching the plays develop and considering how our clients may be affected. The following is an overview of what we may see in the next...