by Sarah Boehle Pool | Jun 29, 2022 | Latest News
Selling mutual fund shares: What are the tax implications? If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million households owned mutual...
by Sarah Boehle Pool | Jun 27, 2022 | Latest News
Taking the opposite approach: Ways your business can accelerate taxable income and defer deductions Typically, businesses want to delay recognition of taxable income into future years and accelerate deductions into the current year. But when is it prudent to do the...
by Sarah Boehle Pool | Jun 23, 2022 | Latest News
ERISA and EAPs: What’s the deal? In recent years, more and more businesses have increased efforts to support the well-being of their employees. This means not only providing health care benefits, but also offering other initiatives designed to help workers cope with...
by Sarah Boehle Pool | Jun 22, 2022 | Latest News
The tax rules of renting out a vacation property Summer is just around the corner. If you’re fortunate enough to own a vacation home, you may wonder about the tax consequences of renting it out for part of the year. The tax treatment depends on how many days it’s...
by Sarah Boehle Pool | May 19, 2022 | Latest News
360-degree feedback helps business owners see the big picture Business owners are regularly urged to “see the big picture.” In many cases, this imperative applies to a pricing adjustment or some other strategic planning idea. However, seeing the big picture also...
by Sarah Boehle Pool | May 12, 2022 | Latest News
Business owners, lean into sales staff retention Although there have been some positive signs for the U.S. economy thus far in 2022, many businesses are still reeling from last year’s “Great Resignation.” This trend of a historic number of workers voluntarily leaving...
