by Sarah Boehle Pool | Jul 11, 2024 | Latest News
Why businesses may want to integrate ESG into strategic planning When business owners and their leadership teams meet to discuss strategic planning, the primary question on the table is usually something along the lines of, “How can we safely grow our company to reach...
by Sarah Boehle Pool | Jul 10, 2024 | Latest News
The tax consequences of selling mutual funds Do you invest in mutual funds or are you interested in putting some money into them? If so, you’re part of a large group. According to the Investment Company Institute, 116 million individual U.S. investors owned mutual...
by Sarah Boehle Pool | Jul 8, 2024 | Latest News
Hiring your child to work at your business this summer With school out, you might be hiring your child to work at your company. In addition to giving your son or daughter some business knowledge, you and your child could reap some tax advantages. Benefits for your...
by Sarah Boehle Pool | Jul 4, 2024 | Latest News
Timelines: 3 ways business owners should look at succession planning Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures continued...
by Sarah Boehle Pool | Jul 3, 2024 | Latest News
House rich but cash poor? Consider a reverse mortgage strategy Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need income. Thankfully, there could be a solution with a tax-saving bonus. It involves taking out a...
