by Sarah Boehle Pool | Jul 2, 2025 | Latest News
The advantages of a living trust for your estate plan Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98 million for married couples in 2025)? Well, think again....
by Sarah Boehle Pool | Jun 30, 2025 | Latest News
The IRS recently announced 2026 amounts for Health Savings Accounts The IRS recently released the 2026 inflation-adjusted amounts for Health Savings Accounts (HSAs). Employees will be able to save a modest amount more in their HSAs next year. HSA basics An HSA is a...
by Sarah Boehle Pool | Jun 25, 2025 | Latest News
Digital assets and taxes: What you need to know As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report these transactions on their federal income tax returns. The IRS has flagged this area as a key...
by Sarah Boehle Pool | Jun 23, 2025 | Latest News
Hiring independent contractors? Make sure you’re doing it right Many businesses turn to independent contractors to help manage costs, especially during times of staffing shortages and inflation. If you’re among them, ensuring these workers are properly classified for...
by Sarah Boehle Pool | Jun 19, 2025 | Latest News
Companies should take a holistic approach to cybersecurity Today’s businesses have two broad choices regarding cybersecurity: wait for something bad to happen and react to it, or proactively address the threat. Not surprisingly, we recommend the latter approach. The...
by Sarah Boehle Pool | Jun 18, 2025 | Latest News
How working in the gig economy affects your taxes The gig economy offers flexibility, autonomy and a way to earn income, but it also comes with tax obligations that can catch many workers off guard. Whether you’re driving for a rideshare service, delivering food,...
