If you attend a Webinar or schedule a free consultation, we will offer you a free copy of our booklet, “101 Questions about Estate Planning & Trusts”, that answers questions that our clients frequently ask. Here is an example:

If you heard that you have until July to file your 2019 tax return you are mistaken. Though the IRS has extended the filing deadline to July, Ohio has not. To make matters more complicated some municipalities have followed the IRS’s guidelines while others have followed Ohio’s. Rebecca Cole, EA,

At Cooper, Adel, Vu & Associates we want to assure you that the health and safety of our attendees, speakers, and staff is our top priority.  Due to the growing concerns regarding the spread of COVID-19 (coronavirus), we have made the decision to cancel all in-person seminars previously scheduled and postpone

Attending a Meeting at Cooper, Adel, Vu? We want you to know that your health and safety are top priorities for us at Cooper, Adel, Vu, as we all try to cope with the evolving news about the coronavirus (COVID-19). When you come for your next meeting, you will probably notice

Workshop Attendees We want you to know that your health and safety are top priorities for us at Cooper, Adel, Vu, as we all try to cope with the evolving news about the coronavirus (COVID-19). Here is what we are doing to protect you when you attend our workshops: We are closely

As you may have heard, a major change in federal law recently passed. The law, called the SECURE Act, changes the rules related to retirement accounts. For some, these rule changes will require a change to their current plans. The key changes are summarized below. What does all of this mean