by Sarah Boehle Pool | May 29, 2025 | Latest News
EBHRAs: A flexible health benefits choice for businesses Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...
by Sarah Boehle Pool | May 28, 2025 | Latest News
The “wash sale” rule: Don’t let losses circle the drain Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm account, the good news is that you may be able to harvest a...
by Sarah Boehle Pool | May 26, 2025 | Latest News
Explore SEP and SIMPLE retirement plans for your small business Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple...
by Sarah Boehle Pool | May 22, 2025 | Latest News
How companies can spot dangers by examining concentration At first glance, the word “concentration” might seem to describe a positive quality for any business owner. You need to concentrate, right? Only through laser focus on the right strategic goals can your company...
by Sarah Boehle Pool | May 21, 2025 | Latest News
Understanding the “step-up in basis” when inheriting assets If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the step-up in basis. Below is an overview of how the rule works and...
