by Sarah Boehle Pool | Jan 2, 2019 | Latest News
You may be able to save more for retirement in 2019 Retirement plan contribution limits are indexed for inflation, and many have gone up for 2019, giving you opportunities to increase your retirement savings: Elective deferrals to 401(k), 403(b), 457(b)(2) and...
by Sarah Boehle Pool | Dec 31, 2018 | Latest News
Tax reform expands availability of cash accounting Under the Tax Cuts and Jobs Act (TCJA), many more businesses are now eligible to use the cash method of accounting for federal tax purposes. The cash method offers greater tax-planning flexibility, allowing some...
by Sarah Boehle Pool | Dec 27, 2018 | Latest News
Family businesses need succession plans, too Those who run family-owned businesses often underestimate the need for a succession plan. After all, they say, we’re a family business — there will always be a family member here to keep the company going and no one will...
by Sarah Boehle Pool | Dec 26, 2018 | Latest News
Catch-up retirement plan contributions can be particularly advantageous post-TCJA Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your 401(k) plan or Savings Incentive Match Plan for Employees (SIMPLE) up to the...
by Sarah Boehle Pool | Dec 24, 2018 | Latest News
2019 Q1 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2019. Keep in mind that this list isn’t all-inclusive, so there may be additional...
