by Sarah Boehle Pool | Apr 12, 2018 | Latest News
Could your next business loan get “ratio’d”? We live and work in an era of big data. Banks are active participants, keeping a keen eye on metrics that help them accurately estimate risk of default. As you look for a loan, try to find out how each bank will evaluate...
by Sarah Boehle Pool | Apr 11, 2018 | Latest News
Can you claim your elderly parent as a dependent on your tax return? Perhaps. It depends on several factors, such as your parent’s income and how much financial support you provided. If you qualify for the adult-dependent exemption on your 2017 income tax return, you...
by Sarah Boehle Pool | Apr 10, 2018 | Latest News
You still have time to make 2017 IRA contributions Tax-advantaged retirement plans like IRAs allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free. The deadline for 2017 contributions is April 17, 2018. Deductible contributions will lower...
by Sarah Boehle Pool | Apr 9, 2018 | Latest News
2018 Q2 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the second quarter of 2018. Keep in mind that this list isn’t all-inclusive, so there may be...
by Sarah Boehle Pool | Apr 5, 2018 | Latest News
Home vs. away: The company retreat conundrum When a business decides to hold a retreat for its employees, the first question to be answered usually isn’t “What’s our agenda?” or “Whom should we invite as a guest speaker?” Rather, the first item on the table is, “Where...
by Sarah Boehle Pool | Apr 4, 2018 | Latest News
Home-related tax breaks are valuable on 2017 returns, will be less so for 2018 Home ownership is a key element of the American dream for many, and the U.S. tax code includes many tax breaks that help support this dream. If you own a home, you may be eligible for...
