by Sarah Boehle Pool | Aug 7, 2025 | Latest News
Safe harbor 401(k)s offer businesses a simpler route to a retirement plan When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative requirements. As a business owner, you no doubt...
by Sarah Boehle Pool | Aug 6, 2025 | Latest News
Understanding spousal IRAs: A smart retirement strategy for couples Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such cases, a spousal IRA can be an effective and often...
by Sarah Boehle Pool | Aug 4, 2025 | Latest News
Startup costs and taxes: What you need to know before filing The U.S. Census Bureau reports there were nearly 447,000 new business applications in May of 2025. The bureau measures this by tracking the number of businesses applying for an Employer Identification...
by Sarah Boehle Pool | Jul 31, 2025 | Latest News
Handle with care: Upgrading your company’s accounting software What’s the most important type of software for your business? Your first thought may be whatever system you rely on most to produce or sell your company’s products or services. And that may well be true....
by Sarah Boehle Pool | Jul 30, 2025 | Latest News
Milestone moments: How age affects certain tax provisions They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently because key tax rules kick in at specific ages. Here are some...
by Sarah Boehle Pool | Jul 28, 2025 | Latest News
DOs and DON’Ts to help protect your business expense deductions If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete documentation or try to create records months (or...
