by Sarah Boehle Pool | Nov 11, 2021 | Latest News
5 questions to ask about your marketing efforts For many small to midsize businesses, spending money on marketing calls for a leap of faith that the benefits will outweigh the costs. Much of the planning process tends to focus on the initial expenses incurred rather...
by Sarah Boehle Pool | Nov 10, 2021 | Latest News
Is a Health Savings Account right for you? Given the escalating cost of health care, there may be a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a tax-favorable way to set aside funds (or have an employer do...
by Sarah Boehle Pool | Nov 8, 2021 | Latest News
Claiming a theft loss deduction if your business is the victim of embezzlement A business may be able to claim a federal income tax deduction for a theft loss. But does embezzlement count as theft? In most cases it does but you’ll have to substantiate the loss. A...
by Sarah Boehle Pool | Nov 4, 2021 | Latest News
Expanding succession planning beyond ownership Business owners are regularly urged to create and update their succession plans. And rightfully so — in the event of an ownership change, a solid succession plan can help prevent conflicts and preserve the legacy you’ve...
by Sarah Boehle Pool | Nov 3, 2021 | Latest News
Selling a home: Will you owe tax on the profit? Many homeowners across the country have seen their home values increase recently. According to the National Association of Realtors, the median price of homes sold in July of 2021 rose 17.8% over July of 2020. The median...
by Sarah Boehle Pool | Nov 1, 2021 | Latest News
Want to find out what IRS auditors know about your business industry? In order to prepare for a business audit, an IRS examiner generally does research about the specific industry and issues on the taxpayer’s return. Examiners may use IRS “Audit Techniques Guides...
