by Sarah Boehle Pool | Mar 20, 2025 | Latest News
Are your employees suffering from retirement plan leakage? Today’s small to midsize businesses are often urged to help employees improve their financial wellness. And for good reason: Financially struggling workers tend to have higher stress and anxiety levels. They...
by Sarah Boehle Pool | Mar 19, 2025 | Latest News
You may be able to make a deductible IRA contribution for last year this year If you’re getting ready to file your 2024 tax return and your tax bill is higher than you’d like, there may still be a chance to lower it. If you’re eligible, you can make a deductible...
by Sarah Boehle Pool | Mar 17, 2025 | Latest News
How a business owner’s home office can result in tax deductions As a business owner, you may be eligible to claim home office tax deductions that will reduce your taxable income. However, it’s crucial to understand the IRS rules to ensure compliance and avoid...
by Sarah Boehle Pool | Mar 13, 2025 | Latest News
On developing an effective IT modernization strategy Information technology (IT) is constantly evolving. As the owner of a small to midsize business, you’ve probably been told this so often that you’re tired of hearing it. Yet technology’s ceaseless march into the...
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...
