by Sarah Boehle Pool | Jul 25, 2019 | Latest News
Grading the performance of your company’s retirement plan Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their golden years? Or is it more of a C student who could really use some extra help...
by Sarah Boehle Pool | Jul 24, 2019 | Latest News
If your kids are off to day camp, you may be eligible for a tax break Now that most schools are out for the summer, you might be sending your children to day camp. It’s often a significant expense. The good news: You might be eligible for a tax break for the cost. The...
by Sarah Boehle Pool | Jul 22, 2019 | Latest News
2019 Q3 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2019. Keep in mind that this list isn’t all-inclusive, so there may be additional...
by Sarah Boehle Pool | Jul 4, 2019 | Latest News
Your succession plan may benefit from a separation of business and real estate Like most businesses, yours probably has a variety of physical assets, such as production equipment, office furnishings and a plethora of technological devices. But the largest physical...
by Sarah Boehle Pool | Jul 3, 2019 | Latest News
Thinking about moving to another state in retirement? Don’t forget about taxes When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. Don’t forget to factor state and local taxes into the equation....
by Sarah Boehle Pool | Jul 1, 2019 | Latest News
Employers: Be aware (or beware) of a harsh payroll tax penalty If federal income tax and employment taxes (including Social Security) are withheld from employees’ paychecks and not handed over to the IRS, a harsh penalty can be imposed. To make matters worse, the...