by Sarah Boehle Pool | Nov 1, 2018 | Latest News
Following the ABCs of customer assessment When a business is launched, its owners typically welcome every customer through the door with a sigh of relief. But after the company has established itself, those same owners might start looking at their buying constituency...
by Sarah Boehle Pool | Oct 31, 2018 | Latest News
529 plans offer two tax-advantaged education funding options Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid tuition plans, and 2) savings plans. And one of these plans got even better under...
by Sarah Boehle Pool | Oct 29, 2018 | Latest News
Tax-free fringe benefits help small businesses and their employees In today’s tightening job market, to attract and retain the best employees, small businesses need to offer not only competitive pay, but also appealing fringe benefits. Benefits that are tax-free are...
by Sarah Boehle Pool | Oct 25, 2018 | Latest News
4 pillars of a solid sales process Is your sales process getting off-balance? Sometimes it can be hard to tell. Fluctuations in the economy, changes in customer interest and dips in demand may cause slowdowns that are beyond your control. But if the numbers keep...
by Sarah Boehle Pool | Oct 24, 2018 | Latest News
Charitable IRA rollovers may be especially beneficial in 2018 If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations without owing any income tax on the distributions. This break...
by Sarah Boehle Pool | Oct 22, 2018 | Latest News
Businesses aren’t immune to tax identity theft Tax identity theft may seem like a problem only for individual taxpayers. But, according to the IRS, increasingly businesses are also becoming victims. And identity thieves have become more sophisticated, knowing filing...
