Services: Tax Advisory
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Mutual Fund Taxes: 3 Costly Hazards Every Investor Should
Mutual fund taxes surprise many investors. Avoid these three costly hazards: high turnover, missed cost basis, and year-end distributions.
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How Are RSUs Taxed? Your Guide to Tax Deferral
Learn how RSUs are taxed, how they differ from restricted stock, and how to use delivery deferral under Section 409A to reduce your tax…
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HSA vs FSA vs HRA: Which Account Fits Your Business?
Compare HSA vs FSA vs HRA tax benefits, contribution limits, and eligibility to pick the right health care account for 2026.
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Family Business Succession Planning: Avoid a Struggle
Family business succession planning prevents heir conflicts by addressing ownership transfer, buyout funding, and estate division early.
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Business Valuation Methods That Resolve M&A Pricing Gaps
Learn how business valuation methods, including DCF, asset-based, and market approaches, help resolve pricing discrepancies in M&A deals.
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Section 179 Deduction: Turn Asset Purchases Into Tax Breaks
The Section 179 deduction lets businesses expense qualifying asset purchases immediately instead of depreciating them, reducing taxable income that year.
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Business Travel Expenses: Keep Tax Benefits on Vacation
Learn which business travel expenses stay deductible when you combine a work trip with a family vacation, including rules for business vs. personal days.
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Business Continuity Planning Lessons From a CPA Firm
See how Pease Bell CPAs served clients during Cleveland’s RNC with adjusted hours, remote access, and a clear business continuity plan.
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Nonqualified Deferred Compensation Plan: 409A Rules
Section 409A governs nonqualified deferred compensation plans. Learn the deferral election, payment timing, and penalty rules employers must follow.
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Applicable Large Employer
An applicable large employer (ALE) has 50+ full-time or full-time equivalent employees. Learn how to count yours for ACA compliance.