by Sarah Boehle Pool | Feb 29, 2024 | Latest News
Seeing the big picture with an enterprise risk management program There’s no way around it — owning and operating a business comes with risk. On the one hand, operating under excessive levels of risk will likely impair the value of a business, consume much of its...
by Sarah Boehle Pool | Feb 28, 2024 | Latest News
If you gave to charity in 2023, check to see that you have substantiation Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if you don’t receive such a letter, can you still claim...
by Sarah Boehle Pool | Feb 26, 2024 | Latest News
Update on IRS efforts to combat questionable Employee Retention Tax Credit claims The Employee Retention Tax Credit (ERTC) was introduced back when COVID-19 temporarily closed many businesses. The credit provided cash that helped enable struggling businesses to retain...
by Sarah Boehle Pool | Feb 22, 2024 | Latest News
Account-based marketing can help companies rejoice in ROI When it comes to marketing, business owners and their leadership teams often assume that they should “cast a wide net.” But should you? If your company is looking to drive business-to-business (B2B) sales, a...
by Sarah Boehle Pool | Feb 21, 2024 | Latest News
IRAs: Build a tax-favored retirement nest egg Although traditional IRAs and Roth IRAs have been around for decades, the rules involved have changed many times. The Secure 2.0 law, which was enacted at the end of 2022, brought even more changes that made IRAs more...
by Sarah Boehle Pool | Feb 19, 2024 | Latest News
Should your business offer the new emergency savings accounts to employees? As part of the SECURE 2.0 law, there’s a new benefit option for employees facing emergencies. It’s called a pension-linked emergency savings account (PLESA) and the provision authorizing it...
