by Sarah Boehle Pool | Aug 1, 2024 | Latest News
Could a 412(e)(3) retirement plan suit your business? When companies reach the point where they’re ready to sponsor a qualified retirement plan, the first one that may come to mind is the 401(k). But there are other, lesser-used options that could suit the distinctive...
by Sarah Boehle Pool | Jul 31, 2024 | Latest News
Certain charitable donations allow you to avoid taxable IRA withdrawals If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making...
by Sarah Boehle Pool | Jul 29, 2024 | Latest News
Consider borrowing from your corporation but structure the deal carefully If you own a closely held corporation, you can borrow funds from your business at rates that are lower than those charged by a bank. But it’s important to avoid certain risks and charge an...
by Sarah Boehle Pool | Jul 26, 2024 | Our Staff
Brooke Gunesh Tax Manager Present Position Tax Manager Education Masters in Business Administration with an emphasis in Accounting Certifications & Designations Certified Public Accountant Specialties Tax preparation for businesses, individuals, and nonprofit...
by Sarah Boehle Pool | Jul 25, 2024 | Latest News
How family businesses can solve the compensation puzzle Every type of company needs to devise a philosophy, strategy and various policies regarding compensation. Family businesses, however, face additional challenges — largely because they employ both family and...
