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...
by Sarah Boehle Pool | Oct 18, 2018 | Latest News
A strong BYOD policy combines convenience with security It’s easy to understand why more and more businesses are taking a “bring your own device” (BYOD) approach to the smartphones, tablets and laptops many employees rely on to do their jobs. BYOD can boost employee...
by Sarah Boehle Pool | Oct 17, 2018 | Latest News
Tax planning for investments gets more complicated For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end...