Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
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State and Local Sales Tax Deduction
The state and local sales tax deduction lets you deduct sales tax instead of income tax. Learn who benefits and how to claim it.
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Retirement Plan Fiduciaries: Who They Are and Why It Matters
Retirement plan fiduciaries hold legal liability under ERISA. Learn who qualifies, their responsibilities, and how to manage fiduciary risk.
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Tax Identity Theft: How Filing Early Can Protect Your Refund
Tax identity theft happens when someone uses your Social Security number to file a fraudulent return. Learn how filing early and using an IRS…
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Competitive Intelligence: 4 Principles Every Business Needs
Learn four principles of competitive intelligence to keep your research ethical, effective, and legally compliant.
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Q1 Tax Deadlines for Businesses
Key Q1 employer tax filing deadlines including W-2, 1099-MISC, Form 941, Form 940, and Form 945 due dates for businesses.
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Estate Planning for Business Owners: Succession Goals
Estate planning for business owners starts with succession goals. Learn how recapitalization and voting shares help transfer wealth.
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NQDC Plan Tax Rules Every Executive Should Know
NQDC plan tax rules under Section 409A: deferral deadlines, distribution triggers, employment taxes, and penalties executives must know.
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Leveraged Recapitalization: Liquidity Without Selling
A leveraged recapitalization lets owners access liquidity without a full sale. Learn how PE partnerships and management buyouts work.
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Year-End Tax Planning: Time Income and Expenses Wisely
Learn year-end tax planning strategies to time business income and expenses for maximum savings, including deferring income and accelerating deductions.