by Sarah Boehle Pool | Dec 7, 2017 | Latest News
Valuation often affects succession plans in hard-to-see ways Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the valuation process, you’re likely to focus on its end result: a...
by Sarah Boehle Pool | Dec 6, 2017 | Latest News
ACA taxes that may apply to your exec comp If you’re an executive or other key employee, you might be rewarded for your contributions to your company’s success with compensation such as restricted stock, stock options or nonqualified deferred compensation (NQDC). Tax...
by Sarah Boehle Pool | Dec 4, 2017 | Latest News
Which tax-advantaged health account should be part of your benefits package? On October 12, an executive order was signed that, among other things, seeks to expand Health Reimbursement Arrangements (HRAs). HRAs are just one type of tax-advantaged account you can...
by Sarah Boehle Pool | Nov 30, 2017 | Latest News
4 tips on making your marketing emails a blast No business owner wants to send out spam. Even the term “email blast,” the practice of launching a flurry of targeted messages at customers and prospects, has mixed connotations these days. Yet email remains a viable and...
by Sarah Boehle Pool | Nov 29, 2017 | Latest News
Could the AMT boost your 2017 tax bill? A fundamental tax planning strategy is to accelerate deductible expenses into the current year. This typically will defer (and in some cases permanently reduce) your taxes. But there are exceptions. One is if the additional...
