by Sarah Boehle Pool | Dec 9, 2020 | Latest News
Steer clear of the wash sale rule if you’re selling stock by year end Are you thinking about selling stock shares at a loss to offset gains that you’ve realized during 2020? If so, it’s important not to run afoul of the “wash sale” rule. IRS may disallow the loss...
by Sarah Boehle Pool | Dec 3, 2020 | Latest News
Family business owners must weave together succession and estate planning It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the...
by Sarah Boehle Pool | Nov 9, 2020 | Our Staff
Aaron Rogers STAFF ACCOUNTANT Present Position Staff Accountant Education Bachelors in Accounting from University of Nebraska at Kearney What do you enjoy doing when you are not working? When I am not working, I enjoy being outside when it is nice out. I also...
by Sarah Boehle Pool | Nov 9, 2020 | Our Staff
Amy Malone Office Administrator Present Position Office Administrator Education Associates in Applied Science (massage therapy) Certifications Notary Pubic What do you enjoy doing when you are not working? Watching my kids play ball (basketball, football,...
by Sarah Boehle Pool | Oct 22, 2020 | Latest News
Prioritize customer service now more than ever You’d be hard-pressed to find a business that doesn’t value its customers, but tough times put many things into perspective. As companies have adjusted to operating during the COVID-19 pandemic and the resulting economic...
