by Sarah Boehle Pool | Dec 17, 2018 | Latest News
6 last-minute tax moves for your business Tax planning is a year-round activity, but there are still some year-end strategies you can use to lower your 2018 tax bill. Here are six last-minute tax moves business owners should consider: Postpone invoices. If your...
by Sarah Boehle Pool | Dec 13, 2018 | Latest News
Estimates vs. actuals: Was your 2018 budget reasonable? As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope). Assuming you created a budget for the calendar year, you should now be able to accurately assess...
by Sarah Boehle Pool | Dec 12, 2018 | Latest News
Check deductibility before making year-end charitable gifts As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the spirit of the season and as a year-end tax planning strategy. But with the tax law changes that go...
by Sarah Boehle Pool | Dec 10, 2018 | Latest News
When holiday gifts and parties are deductible or taxable The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday parties. Before you begin shopping or sending out invitations,...
by Sarah Boehle Pool | Dec 6, 2018 | Latest News
3 ways to get more from your marketing dollars A strong economy leads some company owners to cut back on marketing. Why spend the money if business is so good? Others see it differently — a robust economy means more sales opportunities, so pouring dollars into...
by Sarah Boehle Pool | Dec 5, 2018 | Latest News
Mutual funds: Handle with care at year end As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise capital gains Unlike with stocks,...
