by Sarah Boehle Pool | Sep 8, 2021 | Latest News
There’s currently a “stepped-up basis” if you inherit property — but will it last? If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market value...
by Sarah Boehle Pool | Sep 7, 2021 | Latest News
Get serious about your strategic planning meetings Most business owners would likely agree that strategic planning is important. Yet many companies rarely engage in active measures to gather and discuss strategy. Sometimes strategic planning is tacked on to a meeting...
by Sarah Boehle Pool | Sep 6, 2021 | Latest News
10 facts about the pass-through deduction for qualified business income Are you eligible to take the deduction for qualified business income (QBI)? Here are 10 facts about this valuable tax break, referred to as the pass-through deduction, QBI deduction or Section...
by Sarah Boehle Pool | Sep 2, 2021 | Latest News
Are your company’s job descriptions pulling their weight? At many businesses, job descriptions have it easy. They were “hired” (that is, written) many years ago. They haven’t had to change or do anything, really, besides get copied and pasted into a want ad...
by Sarah Boehle Pool | Sep 1, 2021 | Latest News
Can taxpayers who manage their own investment portfolios deduct related expenses? It depends Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs? Under current tax law,...
by Sarah Boehle Pool | Aug 30, 2021 | Latest News
Eligible Businesses: Claim the Employee Retention Tax Credit The Employee Retention Tax Credit (ERTC) is a valuable tax break that was extended and modified by the American Rescue Plan Act (ARPA), enacted in March of 2021. Here’s a rundown of the rules. Background...
