Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
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Business Budgeting: Build a Budget From Your Financials
Business budgeting starts with your three core financial statements: income statement, cash flow, and balance sheet. Learn how to create a budget that manages…
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Inventory Audit Procedures for Multi-Location Businesses
Learn the inventory audit procedures auditors use for multi-location businesses, from physical counts to general ledger analysis, and how to prepare for audit season.
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Year-End Risk Assessment Using SWOT Analysis
Learn how to conduct a year-end risk assessment using SWOT analysis to identify strengths, weaknesses, opportunities, and threats.
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7 Tax Saving Strategies You Can Still Use Before Year End
Reduce your tax bill before December 31 with these 7 proven tax saving strategies, from prepaying property taxes to maximizing charitable donation deductions.
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401(k) Contribution Limits for 2018: Full Breakdown
The 401(k) contribution limit for 2018 rose to $18,500. See all retirement plan limits, catch-up contributions, and IRA limits.
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Charitable Giving Tax Deduction
Learn how a charitable giving tax deduction works, key donation deadlines, and year-end strategies to maximize your tax savings before December 31.
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How Are Dividends Taxed? A Guide to Tax on Income
How are dividends taxed versus bond interest? Learn qualified dividends tax rates, bond interest rules, and strategies to manage investment income tax.
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Retirement Plans for Self-Employed: Top Options to Save More
Self-employed? Learn how SEP IRAs, solo 401(k)s, and defined benefit plans let you save far more for retirement than a standard IRA.
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Board of Directors Diversity: Why It Adds Value
Board of directors diversity strengthens governance and financial performance. Learn why diverse boards matter for public and private companies.