by Sarah Boehle Pool | Dec 19, 2019 | Latest News
6 ways to ensure your marketing plan drives sales “Love and marriage,” goes the old song: “…You can’t have one without the other.” This also holds true for sales and marketing. Even the best of sales staffs will struggle if not supported by a well-researched and...
by Sarah Boehle Pool | Dec 18, 2019 | Latest News
Take advantage of the gift tax exclusion rules As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers can transfer substantial amounts free of gift taxes to their children and others each year...
by Sarah Boehle Pool | Dec 16, 2019 | Latest News
Setting up a Health Savings Account for your small business Given the escalating cost of employee health care benefits, your business may be interested in providing some of these benefits through an employer-sponsored Health Savings Account (HSA). For eligible...
by Sarah Boehle Pool | Dec 12, 2019 | Latest News
A shadow board could shed light on your company’s best future In many industries, market conditions move fast. Businesses that don’t have their ears to the ground can quickly get left behind. That’s just one reason why some of today’s savviest companies are...
by Sarah Boehle Pool | Dec 11, 2019 | Latest News
Using your 401(k) plan to save this year and next You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer offers a 401(k) or Roth 401(k) plan, contributing to it is a taxwise way to build a nest egg. If you’re...
by Sarah Boehle Pool | Dec 9, 2019 | Latest News
Small businesses: Stay clear of a severe payroll tax penalty One of the most laborious tasks for small businesses is managing payroll. But it’s critical that you not only withhold the right amount of taxes from employees’ paychecks but also that you pay them over to...
