Services: Tax Advisory
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Understanding tax issues related to shareholder loans
Owners occasionally borrow funds from their businesses. You may, for example, need an advance to cover your child’s college costs or a down payment…
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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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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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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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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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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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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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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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How many employees does your business have for aca purposes
It seems like a simple question: How many full-time workers does your business employ? But, when it comes to the Affordable Care Act (ACA),…