by Sarah Boehle Pool | Dec 30, 2021 | Latest News
4 ways to refine your cash flow forecasting Run a business for any length of time and the importance of cash flow becomes abundantly clear. When payroll is due, bills are piling up and funds aren’t available, blood pressure tends to rise. For this reason, being able...
by Sarah Boehle Pool | Dec 29, 2021 | Latest News
Factor in taxes if you’re relocating to another state in retirement Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the weather is more pleasant. But while you’re thinking about...
by Sarah Boehle Pool | Dec 27, 2021 | Latest News
Businesses can show appreciation — and gain tax breaks — with holiday gifts and parties With Thanksgiving just around the corner, the holiday season will soon be here. At this time of year, your business may want to show its gratitude to employees and customers by...
by Sarah Boehle Pool | Dec 23, 2021 | Latest News
IRS announces adjustments to key retirement plan limits In Notice 2021-61, the IRS recently announced 2022 cost-of-living adjustments to dollar limits and thresholds for qualified retirement plans. Here are some highlights: Elective deferrals. The annual limit on...
by Sarah Boehle Pool | Dec 22, 2021 | Latest News
Thinking about participating in your employer’s 401(k) plan? Here’s how it works Employers offer 401(k) plans for many reasons, including to attract and retain talent. These plans help an employee accumulate a retirement nest egg on a tax-advantaged basis. If you’re...
