by Sarah Boehle Pool | Sep 14, 2017 | Latest News
Listening to your customers by tracking lost sales “Sorry, we don’t carry that item.” Or perhaps, “No, that’s not part of our service package.” How many times a year do your salespeople utter these words or ones like them? The specific number is critical because, if...
by Sarah Boehle Pool | Sep 13, 2017 | Latest News
3 midyear tax planning strategies for individuals In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies that can be more effective if you begin...
by Sarah Boehle Pool | Sep 11, 2017 | Latest News
ESOPs offer businesses tax and other benefits With an employee stock ownership plan (ESOP), employee participants take part ownership of the business through a retirement savings arrangement. Meanwhile, the business and its existing owner(s) can benefit from some...
by Sarah Boehle Pool | Sep 7, 2017 | Latest News
Does your business have too much cash? From the time a business opens its doors, the owner is told “cash is king.” It may seem to follow that having a very large amount of cash could never be a bad thing. But, the truth is, a company that’s hoarding excessive cash may...
by Sarah Boehle Pool | Sep 6, 2017 | Latest News
Nonqualified stock options demand tax planning attention Your compensation may take several forms, including salary, fringe benefits and bonuses. If you work for a corporation, you might also receive stock-based compensation, such as stock options. These come in two...
by Sarah Boehle Pool | Sep 5, 2017 | Latest News
3 midyear tax planning strategies for business Tax reform has been a major topic of discussion in Washington, but it’s still unclear exactly what such legislation will include and whether it will be signed into law this year. However, the last major tax legislation...
