by Sarah Boehle Pool | Aug 10, 2022 | Latest News
The ins and outs of Series EE savings bond taxation Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about them except on occasional trips to a file cabinet or safe deposit box. One of the main reasons...
by Sarah Boehle Pool | Aug 8, 2022 | Latest News
Inflation enhances the 2023 amounts for Health Savings Accounts The IRS recently released guidance providing the 2023 inflation-adjusted amounts for Health Savings Accounts (HSAs). High inflation rates will result in next year’s amounts being increased more than they...
by Sarah Boehle Pool | Aug 4, 2022 | Latest News
Could your business benefit from a PEO? Keeping up with employment regulations and health care benefits can be a struggle for many small to midsize businesses. One potential solution is engaging a professional employer organization (PEO). PEOs employ experts who...
by Sarah Boehle Pool | Aug 3, 2022 | Latest News
IRA charitable donations: An alternative to taxable required distributions Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax advantages of making a cash donation to an IRS-approved charity...
by Sarah Boehle Pool | Aug 1, 2022 | Latest News
Businesses may receive notices about information returns that don’t match IRS records The IRS has begun mailing notices to businesses, financial institutions and other payers that filed certain returns with information that doesn’t match the agency’s records. These...
by Sarah Boehle Pool | Jul 28, 2022 | Latest News
Tighten up billing and collections to mitigate economic uncertainties While many economic indicators remain strong, the U.S. economy is still giving business owners plenty to think about. The nation’s gross domestic product unexpectedly contracted in the first quarter...