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...
by Sarah Boehle Pool | Jul 1, 2024 | Latest News
Figuring corporate estimated tax The next quarterly estimated tax payment deadline is June 17 for individuals and businesses, so it’s a good time to review the rules for computing corporate federal estimated payments. You want your business to pay the minimum amount...
by Sarah Boehle Pool | Jun 27, 2024 | Latest News
Could conversational marketing speak to your business? Businesses have long been advised to engage in active dialogues with their customers and prospects. The problem was, historically, these interactions tended to take a long time. Maybe you sent out a customer...
by Sarah Boehle Pool | Jun 26, 2024 | Latest News
You may be entitled to tax breaks if caring for an elderly relative There are many rewards for taking care of an elderly relative. They may include feeling needed, making a difference in the person’s life and allowing the person to receive quality care. In addition,...
by Sarah Boehle Pool | Jun 24, 2024 | Latest News
Inflation enhances the 2025 amounts for Health Savings Accounts The IRS recently released guidance providing the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts are adjusted each year, based on inflation, and the adjustments are...