by Sarah Boehle Pool | Nov 21, 2018 | Latest News
Donate appreciated stock for twice the tax benefits A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you know that you can enjoy an additional tax...
by Sarah Boehle Pool | Nov 19, 2018 | Latest News
Research credit available to some businesses for the first time The Tax Cuts and Jobs Act (TCJA) didn’t change the federal tax credit for “increasing research activities,” but several TCJA provisions have an indirect impact on the credit. As a result, the research...
by Sarah Boehle Pool | Nov 15, 2018 | Latest News
Change management doesn’t have to be scary Business owners are constantly bombarded with terminology and buzzwords. Although you probably feel a need to keep up with the latest trends, you also may find that many of these ideas induce more anxiety than relief. One...
by Sarah Boehle Pool | Nov 14, 2018 | Latest News
Could “bunching” medical expenses into 2018 save you tax? Some of your medical expenses may be tax deductible, but only if you itemize deductions and have enough expenses to exceed the applicable floor for deductibility. With proper planning, you may be able to time...
by Sarah Boehle Pool | Nov 12, 2018 | Latest News
Selling your business? Defer — and possibly reduce — tax with an installment sale You’ve spent years building your company and now are ready to move on to something else, whether launching a new business, taking advantage of another career opportunity or retiring....
by Sarah Boehle Pool | Nov 8, 2018 | Latest News
Reduce insurance costs by encouraging employee wellness Protecting your company through the purchase of various forms of insurance is a risk-management necessity. But just because you must buy coverage doesn’t mean you can’t manage the cost of doing so. Obviously, the...
