Feature Articles

The tax benefits of philanthropy

Oct. 19, 2017

Doris Day, director of tax, discusses the tax benefits of philanthropy in Cleveland Jewish News

What rising rates mean for your money

Aug. 16, 2017

After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually. Near-zero rates were an emergency measure. Gradual increases reflect greater […]

Somich discusses tax on WINT Wake Up Show

Mar. 22, 2017

Mentor CPA discusses taxes on WINT. If you missed Andrew Somich’s tax discussion on the March 15, 2017, WINT Wake Up Show – you can listen to it here.

Nine tips for being more responsive to clients

Mar. 21, 2017

Developing strong relationships with clients is a key to attracting and retaining new business. That’s one reason why it’s vital for CPAs to be both available and responsive … Managing […]

You won your March Madness office pool! Congratulations! Now pay your taxes

Mar. 17, 2017

March Madness is one of the biggest gambling events of the year: Americans bet $9.2 billion last year on the tournament through office pools, offshore sites and bookmakers, according to the […]

Protect your small business from cyber threats

Mar. 06, 2017

Bruce Bechhold’s article, “Protect your small business from cyber threats,” is in this month’s Women’s Journal. 

Tax planning and life planning go hand in hand

Mar. 02, 2017

Tax Director Cindy Kula on tax planning and life planning in the Cleveland Jewish News article. 

Business & Personal Financial Planning

Feb. 27, 2017

Cindy Kula, CPA/PFS, CFP recently spoke at the Hudson Library and Historical Society as part of the Burton D. Morgan Entrepreneurship series. Her topic was Putting the Pieces Together: Business, […]

Live to Give: Mondry profile in CBC magazine

Dec. 27, 2016

Judy Mondry the first female partner with Walthall CPAs, makes volunteerism a priority at work and as the community outreach committee chair of CREW Cleveland. Read the story, Live to […]

The Congress year-end tax legislature push

Dec. 20, 2016

Read Bruce Bechhold’s article regarding the 2016 Congress year-end tax legislature push in Women’s Journal.