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,...
by Sarah Boehle Pool | Dec 3, 2018 | Latest News
It’s not too late: You can still set up a retirement plan for 2018 If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to...
by Sarah Boehle Pool | Nov 28, 2018 | Latest News
Time for NQDC plan deferral elections If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As the name suggests, NQDC plans pay employees in the future for services currently performed. The plans...
by Sarah Boehle Pool | Nov 26, 2018 | Latest News
Buy business assets before year end to reduce your 2018 tax liability The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular year-end tax planning tools for businesses. To take advantage of these breaks, you must purchase...
by Sarah Boehle Pool | Nov 22, 2018 | Latest News
Taking the hybrid approach to cloud computing For several years now, cloud computing has been touted as the perfect way for companies large and small to meet their software and data storage needs. But, when it comes to choosing and deploying a solution, one size...
