by Sarah Boehle Pool | May 29, 2025 | Latest News
EBHRAs: A flexible health benefits choice for businesses Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...
by Sarah Boehle Pool | May 28, 2025 | Latest News
The “wash sale” rule: Don’t let losses circle the drain Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm account, the good news is that you may be able to harvest a...
by Sarah Boehle Pool | May 26, 2025 | Latest News
Explore SEP and SIMPLE retirement plans for your small business Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple...
by Sarah Boehle Pool | May 22, 2025 | Latest News
How companies can spot dangers by examining concentration At first glance, the word “concentration” might seem to describe a positive quality for any business owner. You need to concentrate, right? Only through laser focus on the right strategic goals can your company...
by Sarah Boehle Pool | May 21, 2025 | Latest News
Understanding the “step-up in basis” when inheriting assets If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the step-up in basis. Below is an overview of how the rule works and...
by Sarah Boehle Pool | May 19, 2025 | Latest News
Turn a summer job into tax savings: Hire your child and reap the rewards With summer fast approaching, you might be considering hiring young people at your small business. If your children are also looking to earn some extra money, why not put them on the payroll?...
