Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
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3 mutual fund tax hazards to watch out
Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such…
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Awards of RSUs can provide tax deferral opportunity
also be awarded stock-based compensation, such as restricted stock or stock options. Another form that’s becoming more common is restricted stock units (RSUs). If…
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TODAY’S ASSET PURCHASE COULD TURN INTO TOMORROW’S TAX BREAK
Shopping, anyone? If your business is in need of office equipment, computer software or perhaps an HVAC system like a Mitsubishi heat pump mini…
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Professional valuations can help resolve pricing discrepancies
Business sellers often are dismayed to find that buyers don’t put as high a price on their companies as the sellers believe they deserve.…
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HOW CAN MY FAMILY BUSINESS AVOID A SUCCESSION STRUGGLE?
It’s a common scenario in family-owned businesses. Two of the owner’s children inherit the company and, while one is eager to sell, the other…
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Finding the right tax-advantaged account to fund your health care expenses
With health care costs continuing to climb, tax-friendly ways to pay for these expenses are more attractive than ever. Health Savings Accounts (HSAs), Flexible…
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Pease associates will change hours of operation during the republican national convention
The Republican National Convention will be held in Cleveland, July 18-July 21. Pease & Associates has maintained regular contact with officials from the Cleveland…
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Combine business travel and a family vacation without losing tax benefits
Are you thinking about turning a business trip into a family vacation this summer? This can be a great way to fund a portion…
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Offer deferred compensation be careful about compliance
Congress enacted Section 409A of the Internal Revenue Code more than 10 years ago in response to scandals involving Enron and other corporations. If…