by Sarah Boehle Pool | Jan 4, 2023 | Latest News
Solving the riddles of succession planning for family businesses Every established company will encounter challenges when confronting the thorny issue of succession planning. Family-owned businesses, however, often face particularly complex issues. After all, their...
by Sarah Boehle Pool | Jan 3, 2023 | Latest News
Key 2024 inflation-adjusted tax amounts for individuals The IRS recently announced various 2024 inflation-adjusted federal tax amounts that affect individual taxpayers. Most of the federal income tax rate bracket thresholds are about 5.4% higher than for 2023. That...
by Sarah Boehle Pool | Nov 17, 2022 | Latest News
Make marketing better with a brand audit Mention the word “audit” to a business owner and you’ll probably get an anxious look. But not all audits are of the tax, financial statement or retirement plan variety. You can audit many areas of your company to help you...
by Sarah Boehle Pool | Nov 16, 2022 | Latest News
The Inflation Reduction Act: what’s in it for you? You may have heard that the Inflation Reduction Act (IRA) was signed into law recently. While experts have varying opinions about whether it will reduce inflation in the near future, it contains, extends and modifies...
by Sarah Boehle Pool | Nov 14, 2022 | Latest News
Self-employed? Build a nest egg with a solo 401(k) plan Do you own a successful small business with no employees and want to set up a retirement plan? Or do you want to upgrade from a SIMPLE IRA or Simplified Employee Pension (SEP) plan? Consider a solo 401(k) if you...
by Sarah Boehle Pool | Nov 10, 2022 | Latest News
Evaluating an ESOP from a succession planning perspective If you’ve been in business for a while, you’ve probably considered many different employee benefits. One option that might have crossed your desk is an employee stock ownership plan (ESOP). Strictly defined, an...
