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May 16, 2018 

9 Ways to Manage Capital Gains

Investors want to rebalance or reduce their exposure to stocks without creating a large tax bill. We specialize in tax-efficient portfolio management and can help you minimize the taxes you will pay. Here are 9 ways to manage your investment taxes more...

Scott Stratton

Indiana IN CPAs 2018 logo 1  5af9ee3098e1c

May 14, 2018 

Outstanding CPAs honored by Indiana CPA Society

The Indiana CPA Society honored the state's top CPAs at its annual CPA Celebration on May 11. Each individual was nominated by their peers or Society staff and selected by an awards committee comprised of members of the Board of Directors.