by Sarah Boehle Pool | Oct 30, 2023 | Latest News
It’s important to understand how taxes factor into M&A transactions In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring another business, it’s important to understand how...
by Sarah Boehle Pool | Oct 26, 2023 | Latest News
4 best practices for effective strategic planning meetings It’s not uncommon for employees to grumble about having to attend too many meetings. Sometimes they have a point; an excessive number of meetings can become a problem at some companies. However, there’s one...
by Sarah Boehle Pool | Oct 25, 2023 | Latest News
Investment swings: What’s the tax impact? If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your...
by Sarah Boehle Pool | Oct 23, 2023 | Latest News
Spouse-run businesses face special tax issues Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. The partnership issue An unincorporated business with your spouse is classified as a...
by Sarah Boehle Pool | Oct 18, 2023 | Latest News
Plan now for year-end gifts with the gift tax annual exclusion Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family...
