by Sarah Boehle Pool | Dec 17, 2020 | Latest News
Putting the finishing touches on next year’s budget By now, some businesses have completed their 2021 budgets while others are still crunching numbers and scrutinizing line items. As you put the finishing touches on your company’s spending plan for next year, be sure...
by Sarah Boehle Pool | Dec 16, 2020 | Latest News
Employees: Don’t forget about your FSA funds Many employees take advantage of the opportunity to save taxes by placing funds in their employer’s health or dependent care flexible spending arrangements (FSAs). As the end of 2020 nears, here are some rules and reminders...
by Sarah Boehle Pool | Dec 10, 2020 | Latest News
Lessons of 2020: Change management The year 2020 has taught businesses many lessons. The sudden onset of the COVID-19 pandemic followed by drastic changes to the economy have forced companies to alter the size of their workforces, restructure work environments and...
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...
