Starting in 2025, Ohio will lower its top income tax rate from 3.5% to 3.125% and shift to a flat 2.75% rate in 2026 for income over $26,050—making it the 2nd lowest state income tax in the U.S. among taxed states. Local taxes still apply and vary by city or district. These updates may impact your financial strategy. Whitaker-Myers Wealth Managers can help you plan ahead and maximize your take-home income.

The Big Beautiful Bill Act introduces major tax changes you need to know. From making lower tax brackets permanent to increasing the standard deduction and boosting the Child Tax Credit, this legislation reshapes how Americans will file and plan for years ahead. The SALT deduction cap is also temporarily lifted, offering relief for high-tax states. Explore how these updates could impact your tax bill and what steps to take to prepare. Stay informed and empowered with Whitaker

Associate Financial Advisor David Gearhart earned his Enrolled Agent designation, strengthening Whitaker‑Myers Wealth Managers commitment to integrated tax-smart financial planning for our clients.

How to use section 351 ETF conversion to diversify concentrated stock positions.

Clay Reynolds earns his Enrolled Agent designation from the IRS.

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...