by Sarah Boehle Pool | Jul 10, 2024 | Latest News
The tax consequences of selling mutual funds Do you invest in mutual funds or are you interested in putting some money into them? If so, you’re part of a large group. According to the Investment Company Institute, 116 million individual U.S. investors owned mutual...
by Sarah Boehle Pool | Jul 8, 2024 | Latest News
Hiring your child to work at your business this summer With school out, you might be hiring your child to work at your company. In addition to giving your son or daughter some business knowledge, you and your child could reap some tax advantages. Benefits for your...
by Sarah Boehle Pool | Jul 4, 2024 | Latest News
Timelines: 3 ways business owners should look at succession planning Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures continued...
by Sarah Boehle Pool | Jul 3, 2024 | Latest News
House rich but cash poor? Consider a reverse mortgage strategy Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need income. Thankfully, there could be a solution with a tax-saving bonus. It involves taking out a...
by Sarah Boehle Pool | Jul 1, 2024 | Latest News
Figuring corporate estimated tax The next quarterly estimated tax payment deadline is June 17 for individuals and businesses, so it’s a good time to review the rules for computing corporate federal estimated payments. You want your business to pay the minimum amount...
by Sarah Boehle Pool | Jun 27, 2024 | Latest News
Could conversational marketing speak to your business? Businesses have long been advised to engage in active dialogues with their customers and prospects. The problem was, historically, these interactions tended to take a long time. Maybe you sent out a customer...
