by Sarah Boehle Pool | Mar 12, 2025 | Latest News
Financial relief for families: The benefits of the Child Tax Credit The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or you’ve benefited from it for years, it’s crucial to...
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...
