by Sarah Boehle Pool | Aug 12, 2021 | Latest News
The long and short of succession planning For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for those who are relatively young and have no intention of giving up ownership anytime soon. But...
by Sarah Boehle Pool | Aug 11, 2021 | Latest News
Seniors may be able to write off Medicare premiums on their tax returns Are you age 65 and older and have basic Medicare insurance? You may need to pay additional premiums to get the level of coverage you want. The premiums can be expensive, especially if you’re...
by Sarah Boehle Pool | Aug 9, 2021 | Latest News
Recordkeeping DOs and DON’Ts for business meal and vehicle expenses If you’re claiming deductions for business meals or auto expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete documentation or try to create records months (or...
by Sarah Boehle Pool | Aug 4, 2021 | Latest News
Tax-favored ways to build up a college fund If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage of tax benefits to minimize your expenses. Here...
by Sarah Boehle Pool | Aug 2, 2021 | Latest News
2021 Q3 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2021. Keep in mind that this list isn’t all-inclusive, so there may be additional...
by Sarah Boehle Pool | Jul 28, 2021 | Latest News
Retiring soon? 4 tax issues you may face If you’re getting ready to retire, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four tax and financial issues you may deal with when you...
