2025 Employee Event
We recently held an employee event at Pla-Mor Adventure Golf. The weather was perfect for the event and a good time was had by all. We held a contest at several of the holes for employees to win what a fun afternoon.
2025 Client Appreciation Seminar
We would like to thank all who attended our annual Client Appreciation Seminar. We had a great turnout with informative speakers and delicious food.
Chelsey M Raterman Joins Firm
Chelsey Raterman is a Financial Services Assistant and joined the firm in June 2025. She works out of our Celina office and is part of the Financial Services team. She specializes in providing the following services: Customer service to the Financial Services clients Preparation of applications for new and existing Financial Services clients Customer service…
Jenny L. Seitz Joins Firm
Jenny Seitz is a Payroll Specialist and joined the firm in May 2025. She works out of our Coldwater office and is part of the Payroll team. She specializes in providing the following services: Payroll Processing Payroll Tax Administration Jenny is a graduate of Marion Local High School and University of Northwestern Ohio with an…
Important Changes for Taxpayers Making Federal Estimated Tax Payments
Important Changes for Taxpayers Making Federal Estimated Tax Payments The IRS recently announced that it changed the mailing address where taxpayers in certain states should mail their quarterly estimated tax payments. Effective for 3rd quarter federal estimated payments due by Monday September 15th, taxpayers that are residents of the state of Ohio should mail their…
Please join us for our 2025 Financial Services Seminar!
Moorman, Harting Financial Services, Ltd. is pleased to invite you to our 2025 seminar. The seminar will take place on September 10, 2025 at Romer’s Catering in St. Henry, OH. Doors open at 5:45 p.m. RSVP for yourself & a guest by calling Tonya Hartings or Sara Kiser at 419-678-4814 before September 1st. We look…
Congratulations to Riley, a Financial Services Assistant in our Celina office.
Congratulations to Riley, a Financial Services Assistant in our Celina office. Riley and her husband Mitchel recently welcomed their daughter Sadie Jane. She weighed 7 lbs 4 oz. Everyone is doing well. Best Wishes to Riley & Mitchel!
Moorman, Harting Financial Services, Ltd. Achievements Recognized by Avantax at Elite Event in Banff, Canada
Moorman, Harting Financial Services, Ltd. Achievements Recognized by Avantax at Elite Event in Banff, Canada Representatives from Moorman, Harting Financial Services, Ltd. were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax is a community of tax-focused financial professionals within Cetera. The small contingent…
One Big Beautiful Bill News
Some significant new tax legislation (the Act) signed into law on July 4, 2025 (informally known as One Big Beautiful Bill or OBBB). The Act is comprehensive and includes key changes to individual and business-related provisions and incentives. Navigating these changes will be complex but understanding them is essential for effective tax planning and optimizing…
Business
The following is a list of some of the business provisions of the Act signed into law on July 4, 2025: Qualified Business Income (QBI) deduction: The Act makes this deduction permanent. It also sets a minimum deduction for active QBI for “applicable taxpayers” at $400; defines an applicable taxpayer as one whose aggregate QBI…