by Sarah Boehle Pool | Dec 10, 2018 | Latest News
When holiday gifts and parties are deductible or taxable The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday parties. Before you begin shopping or sending out invitations,...
by Sarah Boehle Pool | Dec 6, 2018 | Latest News
3 ways to get more from your marketing dollars A strong economy leads some company owners to cut back on marketing. Why spend the money if business is so good? Others see it differently — a robust economy means more sales opportunities, so pouring dollars into...
by Sarah Boehle Pool | Dec 5, 2018 | Latest News
Mutual funds: Handle with care at year end As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise capital gains Unlike with stocks,...
by Sarah Boehle Pool | Dec 3, 2018 | Latest News
It’s not too late: You can still set up a retirement plan for 2018 If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to...
by Sarah Boehle Pool | Nov 28, 2018 | Latest News
Time for NQDC plan deferral elections If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As the name suggests, NQDC plans pay employees in the future for services currently performed. The plans...
