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Blog

People,figures,conducting,business,negotiations,and,boxes.,trade,goods,and
Posted in: Business Planning & Consulting

Bartering is a taxable transaction even if no cash is exchanged

March 19, 2024 0

Bartering is a taxable transaction even if no cash is exchanged

If your small business is strapped for cash (or likes to save money), you may find it beneficial to barter or trade for goods and […]

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Happy business woman in a light blue shirt working on laptop at home office
Posted in: Tax Planning

Key Rules for Home Office Deductions

March 18, 2024 0

Key Rules for Home Office Deductions

Do you work from home all or part of the time? If you’re self-employed and meet certain requirements, you can write off a portion of your […]

H&B

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Business,credit,application,form,with,pen,,calculator,and,glasses,on
Posted in: Business Planning & Consulting

B2B businesses: Assess customer credit carefully

March 15, 2024 0

B2B businesses: Assess customer credit carefully

Does your company operate in the business-to-business (B2B) marketplace? If so, you’re no doubt aware of the double-edged sword that is customer credit. On the one […]

H&B

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Brown wrapping paper with a piece pulled back revealing the word TAX
Posted in: Retirement Planning

Beware of a stealth tax on Social Security benefits

March 14, 2024 0

Beware of a stealth tax on Social Security benefits

Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In fact, depending on […]

H&B

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Married couple packing their living room into boxes as they prepare to move
Posted in: Employee Relations

How Employers Can Help Employees Who Must Move

March 7, 2024 0

How Employers Can Help Employees Who Must Move

In today’s tight labor market, your business may want to perk up its compensation package to attract and retain in-demand employees. For example, you might offer […]

H&B

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Text,sales,enablement,written,on,yellow,background,with,white,puzzle.
Posted in: Business Planning & Consulting

Empower your sellers with sales enablement

March 6, 2024 0

Empower your sellers with sales enablement

The driving revenue force of just about every kind of business is sales. But all too often, once a sales team is up and running, […]

H&B

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envelope with a pink slip sticking out that says LAYOFF NOTICE, back pen on it. Manila folder underneath envelope
Posted in: Tax Planning

A job loss is bad but the tax implications could make it worse

March 5, 2024 0

A job loss is bad but the tax implications could make it worse

Unemployment has been holding steady recently at 3.7%. But there are still some people losing their jobs — particularly in certain industries including technology and […]

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Father and son working together on a laptop
Posted in: Business Planning & Consulting

Help Wanted: Hiring Your Kids to Work for Your Small Business

March 4, 2024 0

Help Wanted: Hiring Your Kids to Work for Your Small Business

If you own a small business, you might consider hiring your kids to work during their time off from school. In addition to teaching your children […]

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Diverse Businesspeople Gathered Together For Negotiations Lead By African Businesswoman
Posted in: Financial Planning

You’ve Received an Inheritance. Now What?

March 1, 2024 0

You’ve Received an Inheritance. Now What?

Even if you’ve long expected it, receiving an inheritance can be somewhat disorienting — particularly if it’s a large windfall that could alter your current standard […]

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Globe covered in various covered flags on a blue background
Posted in: Estate Planning

Don’t Forget to Include Foreign Assets In Your Estate Plan

February 29, 2024 0

Don’t Forget to Include Foreign Assets In Your Estate Plan

It’s common for people to assume that foreign assets aren’t relevant to their “U.S.” estate plans. However, foreign — indeed, all of your assets — should be included […]

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Happy,mid,aged,business,woman,manager,handshaking,greeting,client,in
Posted in: Business Planning & Consulting

Applying for a commercial loan with confidence

February 28, 2024 0

Applying for a commercial loan with confidence

Few and far between are businesses that can either launch or grow without an infusion of outside capital. In some cases, that capital comes in […]

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3 cut out orange paper dolls, college graduate cap and a old fashioned key with a tag on it that says 529 Plan
Posted in: Tax Planning

New option for unused funds in a 529 college savings plan

February 27, 2024 0

New option for unused funds in a 529 college savings plan

With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible, […]

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