The following is a summary of actions to consider as 2011 draws to a close. To read a more detailed discussion of these items click here.

Many clients tell us their year-end planning appointment is their most important meeting of the year.

From time to time we are going to print the questions and answers that we encounter as our Tax Tip of the Week article.

The use tax was enacted in 1936, one year after Ohio sales tax went into effect. Since then all individuals and businesses have been subject to paying use taxes. The problem is, very few individuals and businesses are paying this tax.

Up until now, it has been unclear what medical expenses are eligible for a tax deduction. A strict reading of the prior rules seemed to indicate only expenses incurred to pay for “skilled” caregivers was a qualified expense.