by Sarah Boehle Pool | Nov 7, 2018 | Latest News
Consider all the tax consequences before making gifts to loved ones Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to help out family members or simply to see their loved ones enjoy the gifts....
by Sarah Boehle Pool | Nov 5, 2018 | Latest News
Now’s the time to review your business expenses As we approach the end of the year, it’s a good idea to review your business’s expenses for deductibility. At the same time, consider whether your business would benefit from accelerating certain expenses into this year....
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...
