Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
-

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.
-

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.
-

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.
-

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.
-

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.
-

Prospective Financial Statements: 4 Key Questions
Prospective financial statements predict future performance. Four key questions to guide your forecasts and financial projections.
-

M&A Negotiation: How to Keep Emotions From Killing Your Deal
M&A negotiation success hinges on managing emotions and personality conflicts. Learn strategies to keep deals on track when tensions rise.
-

Tax Extension Deadline: File Even If You Can’t Pay
Missing the tax extension deadline costs more than owing money. Learn your IRS payment options, including installment agreements, to avoid penalties.
-

Asset Sale Advantages: Why Selling Assets Can Benefit
An asset sale lets business owners monetize real estate, equipment, and IP without selling the entire company. Learn the advantages, tax considerations, and deal…
