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October 28, 2021
The "Neal Proposal": Proposed Legislation and Action Items
Released on Sept. 13, 2021, the "Neal Proposal" to the U.S. House of Representatives Ways and Means…
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October 28, 2021
Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate "stepped-up basis" on property transferred at death…
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October 28, 2021
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
This paper discusses proposed legislation that would impact current life insurance and estate…
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October 22, 2021
Investor Letter Fall 2021
The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing…
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October 5, 2021
Preparing the Next Generation has Never Been More Important - Introducing HORAN NextGen
Lately much is written on the ongoing uncertainty regarding whether a 2021 tax reform bill will significantly change the law of wealth transfer taxation…
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September 14, 2021
Our Cincinnati Office is Moving to Towers of Kenwood
Since HORAN’s establishment in 1948, we have evolved from a one-person operation to a team of over…
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August 13, 2021
2021 Finalist for Best Places to Work
For the fourth year in a row, HORAN has been nominated as a finalist by the Cincinnati Business…
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July 16, 2021
Investor Letter Summer 2021
The first quarter of last year seems a distant memory, fading since the pandemic swoon. The equity markets continue to climb the proverbial “wall of worry.”…
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July 16, 2021
HORAN Featured in Cincinnati Business Courier
HORAN was named the 15th Largest Money Management firm in Greater Cincinnati by the Cincinnati Business Courier.
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