by Sarah Boehle Pool | Aug 25, 2022 | Latest News
Simple ways to make strategic planning a reality Every business wants to engage in strategic planning that will better position the company to sell more to current customers — and perhaps expand into new markets. Yet the term “strategic planning” is so broad. It’s...
by Sarah Boehle Pool | Aug 24, 2022 | Latest News
Social Security benefits: Do you have to pay tax on them? Some people who begin claiming Social Security benefits are surprised to find out they’re taxed by the federal government on the amounts they receive. If you’re wondering whether you’ll be taxed on your Social...
by Sarah Boehle Pool | Aug 22, 2022 | Latest News
Partners may have to report more income on tax returns than they receive in cash Are you a partner in a business? You may have come across a situation that’s puzzling. In a given year, you may be taxed on more partnership income than was distributed to you from the...
by Sarah Boehle Pool | Aug 18, 2022 | Latest News
Dodge the tumult with a buy-sell agreement Businesses with multiple owners generally benefit from a variety of viewpoints, diverse experience and strategic areas of specialization. However, there’s a major risk: the company can be thrown into tumult if one of the...
by Sarah Boehle Pool | Aug 17, 2022 | Latest News
Is it a good time for a Roth conversion? The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, this decline may provide a valuable opportunity: It may allow you to convert your traditional...
