by Sarah Boehle Pool | Aug 17, 2022 | Latest News
Is it a good time for a Roth conversion? The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, this decline may provide a valuable opportunity: It may allow you to convert your traditional...
by Sarah Boehle Pool | Aug 15, 2022 | Latest News
Businesses: Prepare for the lower 1099-K filing threshold Businesses should be aware that they may be responsible for issuing more information reporting forms for 2022 because more workers may fall into the required range of income to be reported. Beginning this year,...
by Sarah Boehle Pool | Aug 11, 2022 | Latest News
Supply chain software can help digitize the dilemma It’s a dilemma that’s been in the news and on business owners’ minds for a while now. The COVID-19 pandemic, along with other world events, have strained supply chains both global and national. And, throwing gasoline...
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...
