by Sarah Boehle Pool | Mar 6, 2025 | Latest News
D&O insurance may be worth considering for some companies Strong leadership is essential to running a successful business. However, as perhaps you’ve experienced, playing the role of a strong leader can force you to make tough decisions that expose you to legal...
by Sarah Boehle Pool | Mar 5, 2025 | Latest News
Taming the tax tangle if you’re retiring soon Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of tax considerations. Planning carefully can help you...
by Sarah Boehle Pool | Mar 3, 2025 | Latest News
Do you have an excess business loss? If an individual taxpayer has substantial business losses, unfavorable federal income tax rules can potentially come into play. Here’s what you need to know as you assess your 2024 tax situation. Disallowance rule The tax rules can...
by Sarah Boehle Pool | Feb 27, 2025 | Latest News
Are “workationers” a danger to your business? Every company presumably wants a workforce full of engaged employees. However, is it possible for workers to be too engaged? Apparently so. A 2024 survey of 3,000 workers by employee engagement consultants Perceptyx found...
by Sarah Boehle Pool | Feb 26, 2025 | Latest News
Looking ahead to 2025 tax limits as you prepare to file your 2024 return Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation. That’s understandable because your 2024 individual tax return is due to be...
