by Sarah Boehle Pool | Dec 9, 2020 | Latest News
Steer clear of the wash sale rule if you’re selling stock by year end Are you thinking about selling stock shares at a loss to offset gains that you’ve realized during 2020? If so, it’s important not to run afoul of the “wash sale” rule. IRS may disallow the loss...
by Sarah Boehle Pool | Dec 3, 2020 | Latest News
Family business owners must weave together succession and estate planning It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the...
by Sarah Boehle Pool | Oct 22, 2020 | Latest News
Prioritize customer service now more than ever You’d be hard-pressed to find a business that doesn’t value its customers, but tough times put many things into perspective. As companies have adjusted to operating during the COVID-19 pandemic and the resulting economic...
by Sarah Boehle Pool | Oct 21, 2020 | Latest News
Can investors who manage their own portfolios deduct related expenses? In some cases, investors have significant related expenses, such as the cost of subscriptions to financial periodicals and clerical expenses. Are they tax deductible? Under the Tax Cut and Jobs...
by Sarah Boehle Pool | Oct 19, 2020 | Latest News
5 key points about bonus depreciation You’re probably aware of the 100% bonus depreciation tax break that’s available for a wide range of qualifying property. Here are five important points to be aware of when it comes to this powerful tax-saving tool. 1. Bonus...
by Sarah Boehle Pool | Oct 15, 2020 | Latest News
Weighing the risks vs. rewards of a mezzanine loan To say that most small to midsize businesses have at least considered taking out a loan this year would probably be an understatement. The economic impact of the COVID-19 pandemic has lowered many companies’ revenue...
