by Sarah Boehle Pool | Oct 11, 2017 | Latest News
Yes, you can undo a Roth IRA conversion Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in retirement. But what if you convert a traditional IRA — subject to income taxes on all earnings and deductible...
by Sarah Boehle Pool | Oct 9, 2017 | Latest News
Could captive insurance reduce health care costs and save your business taxes? If your business offers health insurance benefits to employees, there’s a good chance you’ve seen a climb in premium costs in recent years — perhaps a dramatic one. To meet the challenge of...
by Sarah Boehle Pool | Oct 4, 2017 | Latest News
How to determine if you need to worry about estate taxes Among the taxes that are being considered for repeal as part of tax reform legislation is the estate tax. This tax applies to transfers of wealth at death, hence why it’s commonly referred to as the “death tax.”...
by Sarah Boehle Pool | Oct 2, 2017 | Latest News
Put your audit in reverse to save sales and use tax It’s a safe bet that state tax authorities will let you know if you haven’t paid enough sales and use taxes, but what are the odds that you’ll be notified if you’ve paid too much? The chances are slim — so slim that...
by Sarah Boehle Pool | Sep 28, 2017 | Latest News
Rev up retirement offerings with an NQDC plan Many business owners and executives would like to save more money for retirement than they’re allowed to sock away in their 401(k) plan. For 2017, the annual elective deferral contribution limit for a 401(k) is just...
by Sarah Boehle Pool | Sep 27, 2017 | Latest News
Will Congress revive expired tax breaks? Most of the talk about possible tax legislation this year has focused on either wide-sweeping tax reform or taxes that are part of the Affordable Care Act. But there are a few other potential tax developments for individuals to...
