With our commitment to provide you with the highest level of service we have assembled a variety of important resources to assist you in today's complex business and regulatory environment. You will find links to our current and past newsletters, a listing of important tax due dates, a records retention guide, links to our remote administration application and secure client portal.

Current Newsletter - Contains the current monthly newsletter as well as links to an archive of past and special edition newsletters

Tax Due Dates - Calendar of upcoming tax due dates

Record Retention Guide - Provides recommended retention period for common personal and business records

Remote Access - Enables us to gain access to your computer to assist in troubleshooting, training and for transferring large files

Secure Client Portal - Information and access to our secure client portal

Current Issues

Making gifts to loved ones? Don't forget tax planning

Many people want to pass assets to the next generation during their lifetimes, whether to reduce the size of their taxable estates, to help family members or simply to see their loved ones enjoy the gifts. If you're considering lifetime gifts, be aware that the type of assets you give can produce substantially different tax consequences.

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201 East Fifth Street, Suite 1500 Cincinnati, Ohio 45202 | Phone: 513-241-1149 | Fax: 513-241-1163 | Email: info@shriverco.com