Archives: News

Announcement from Bill Hesch

Licensed CPA – Events

Date:Mar 20, 2013
Time: 7:00 PM
Location:

Bill Hesch will be interviewed by Jenell Walton on the WCPO Channel 9 News magazine show “The List”, TONIGHT! The show airs at 7pm and Bill will be on at 7:20pm. Bill will talk about the 3 best ways to spend your Tax Refunds. Make sure you tune in!!!

Estate Planning Strategies for Attorneys and 2013 Changes to Estate Planning

Licensed CPA – Events

Date: Feb 22, 2013
Time: 12:00 PM
Location: Hyde Park Country Club

William E. Hesch, Esq., CPA, PFS & Amy E. Pennekamp will be speaking on Estate Planning Strategies and changes in 2013. The seminar will be from 12-1 followed by lunch. The cost is $25. Pay Online or at the door! Please RSVP to Peggy Gruenke at pgruenke@lawbizcoo.com or 513-315-5750.

With Proper Tax Records, You Can Avoid Worrying about an IRS Audit

Licensed CPA – Events
Date: Jan 15, 2012
Time: 8:45 AM
Location: WCPO- Channel 9- Cincinnati

Bill Hesch sits down with WCPO’s Janelle Walton to discuss how maintaining proper tax records can help you during an IRS Audit. This segment explores Earned Income Tax Credit; Charitable Donations; Business Expenses; Tax Basis for Stocks Sold. Download Outline (PDF) below for more information– and feel free to call Bill directly at (513) 509-7829 to discuss how he can help you or your business!

Retirement Planning Made Easy

Licensed CPA – Events

Date: Jul 30, 2011
Time: 8:30 AM
Location: Channel 9 WCPO

Retirement planning made easy 1. Knowledge is power. A new LIMRA survey suggests peace of mind could be just a phone call away, according to a recent article in www.financial-planning.com. In that article, respondents to the survey were pre-retiree households whose ages were between 55-70 years old. The research survey was clear. Those pre-retirees who use a professional financial advisor enjoy peace of mind that they are making the right decisions to ensure they have a financially secure retirement. 2. Lack of proper planning and saving has become a national epidemic, particularly among the Baby Boomers nearing retirement age. In fact, nearly 2/3 of pre-retirees are not working with an advisor said they will NOT be able to live the retirement lifestyle that they would choose. In a recent poll conducted by the Associated Press and the www.LifeGoesStrong.com lifestyle website, nearly half of all Americans between the ages of 45 and 65 were NOT confident that they would have the resources and investments that would be needed to enjoy a relatively comfortable retirement. 3. The solution to being able to retire relatively comfortable lies in proper planning with a competent, trusted, financial advisor. In order to get started, pre-retirees need to gather accurate information upon which their financial advisor can assess their current situation and identify strategies to assist them in gaining peace of mind and financial security at retirement. In order to gather relevant information for your financial advisor, the following three planning tools should be used to assess where you are now and where you need to be at retirement: 1.Financial Planning Worksheet 2.Current Monthly Budget and Planned Retirement Budget 3.Estate Planning Self-Assessment Questionnaire These documents are available on the front page of my website at www.heschlaw.com. After you have organized your financial data and completed the planning tools, you should meet with a financial advisor who is competent and trusted. One of the most trusted financial advisors is a Personal Financial Specialist (PFS). The PFS is a CPA who is certified as a financial planner on an ongoing basis by the American Institute of Certified Public Accountants. There are 50 CPAs in a 50 mile radius of Cincinnati who are also a PFS. In order to contact a CPA/PFS near your home, go to the AICPA website www.AICPA.org, click the public link, click find a CPA, Click personal financial specialist, then find a CPA/PFS near you. Act now to find a CPA/PFS to help you. Peace of mind is only a phone call away.

Bill Hesch Named “Leading Lawyer” for Seventh Consecutive Year

Licensed CPA – Events

Date: Feb 01, 2011
Time: 12:00 PM
Location:

Bill Hesch Named “Leading Lawyer” for Seventh Consecutive Year William E. Hesch, Esq., CPA, PFS, was recently recognized as a “Leading Lawyer” in the Trust and Estate area by Cincy Business for 2011. This is the seventh consecutive year Bill Hesch has received the coveted distinction, which is determined by the ballot of local attorneys. “This designation reflects excellence in estate planning,” Bill comments. “My background as both an attorney and a CPA makes me an integral professional who is able to address complex legal matters from accounting, financial, and tax perspectives.” In private practice since 1993, Bill Hesch, is the CEO of William E. Hesch Law Firm, LLC and William E. Hesch CPAs, LLC. His legal practice focuses in the areas of tax and estate planning, Medicaid and elder law planning, probate, buy/sell agreements, and assisting clients in the formation, growth, and the buying and selling of their businesses. His CPA firm provides comprehensive tax services for individuals and businesses, and includes Scott Champion, a CPA accredited in business valuation. The “Leading Lawyer” designations appear in the February / March 2011 issue of Cincy Business, a magazine dedicated to the passions and pursuits of tri-state professionals with a readership exceeding 45,000. Bill Hesch is the Cincinnati Probate and Estate Planning Attorney featured exclusively on CincinnatiLaw.tv. You can access CincinnatiLaw.tv by going to WCPO.com and going to the bottom of the page under station links and clicking on CincinnatiLaw.tv. At the CincinnatiLaw.tv website, Bill answers the questions on video to over 300 questions in the areas of Asset Protection Law, Elder Law, Estate Planning Law, Probate Law, and Wills and Trusts Law.

Tax Saving Strategies for Business Owners & Individuals

Licensed CPA – Events

Date:Feb 17, 2010
Time: 12:00 PM
Location: Boone County Library

Tax saving strategies or business owners and individuals, including tax planning tips outlined in my firm’s 12009/2010 Tax Planning Guide.

Hesch Named “Leading Lawyer” for Sixth Consecutive Year

Licensed CPA – Events

Date: Feb 10, 2010
Time: 12:00 PM
Location:

William E. Hesch, Esq., CPA, PFS. was recently recognized as a “Leading Lawyer” in the Trust and Estate area by Cincy Business for 2010. This is the sixth consecutive year Hesch has received the coveted distinction, which is determined by the ballot of local attorneys. Go to articles to read complete press release.