by Barton Walter and Krier | Jun 9, 2026 | Uncategorized
If you’re covered by a high-deductible health plan (HDHP), you can contribute pretax income to a Health Savings Account (HSA). Funds can be withdrawn tax-free to pay qualified medical expenses. The IRS annually adjusts various HSA and HDHP limits for inflation. For...
by Barton Walter and Krier | May 29, 2026 | Tax Services
For 2026, the federal gift and estate tax exemption is $15 million — effectively $30 million for a married couple. “Portability” allows any unused portion of a deceased spouse’s exemption to be transferred to the surviving spouse. But it isn’t automatic. The executor...
by Barton Walter and Krier | May 1, 2026 | Tax Services
If you filed your federal income tax return and expect a refund, you can track its progress. The established tracking methods are to call the IRS’s automated hotline at 800-829-1954 or use “Where’s My Refund?” at irs.gov. Refund information is usually available within...
by Barton Walter and Krier | Apr 27, 2026 | Accounting & Bookkeeping, CPA Services
You might shudder when you hear the word “debt.” But if you’re a business owner, chances are you know that debt is often necessary, and it doesn’t have to be a bad thing. Taking out a business loan is a common and useful tool for funding a business, especially in its...
by Barton Walter and Krier | Apr 17, 2026 | Industry Updates, Transaction Advisory Services
Selling your company is one of the biggest business decisions you will make as a business owner. You’ve spent years growing your organization and you’re a trusted expert in your field. But when it comes time to plan your exit strategy, you may have more questions than...
