by Sarah Boehle Pool | Jun 4, 2025 | Latest News
The tax rules for legal awards and settlements: What recipients should know If you’ve recently received a settlement or award from a lawsuit, or you’re expecting one, you may be wondering how the IRS views this money. Will you need to pay taxes on it? The short...
by Sarah Boehle Pool | Jun 2, 2025 | Latest News
An education plan can pay off for your employees — and your business Your business can set up an educational assistance plan that can give each eligible employee up to $5,250 in annual federal-income-tax-free and federal-payroll-tax-free benefits. These tax-favored...
by Sarah Boehle Pool | May 29, 2025 | Latest News
EBHRAs: A flexible health benefits choice for businesses Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...
by Sarah Boehle Pool | May 28, 2025 | Latest News
The “wash sale” rule: Don’t let losses circle the drain Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm account, the good news is that you may be able to harvest a...
by Sarah Boehle Pool | May 26, 2025 | Latest News
Explore SEP and SIMPLE retirement plans for your small business Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple...
