Squires & Lee PLLC

07/16/2026

07/15/2026

Creating a strong pitch deck can turn a good business idea into an attractive investment opportunity. Keep your presentation to investors concise, highlighting your mission, solutions, value proposition, funding needs and growth strategy. Define your target market, revenue model and marketing approach with credible data. And showcase your leadership team’s expertise and achievements. You should also provide reliable financials to support your growth projections. AI tools may help you create a pitch deck, but be sure to personalize content and double-check all numbers. Contact us for help with financial data that can strengthen your overall presentation.

07/14/2026

Rising home values are leaving some homeowners with large gains when they sell. But that doesn’t necessarily mean a large tax bill. If you sell your principal residence and meet certain requirements, you can exclude up to $250,000 of gain ($500,000 for joint filers). Gain that exceeds the exclusion or doesn’t qualify for it, however, is subject to long-term capital gains tax (or short-term capital gains tax if you haven’t owned the home for more than a year). It also could be subject to the net investment income tax if your income is over a certain amount. Contact us before putting your home on the market. We can help you estimate the tax impact and discuss possible planning opportunities.

07/12/2026

Happy Birthday Glenda Brown from your Squires & Lee family!!!! We hope it is the best one yet!!

07/10/2026

Employers: Adding a Roth feature to your 401(k) plan can give employees more flexibility in saving for retirement. But it’s a decision you must consider carefully. Unlike traditional pretax deferrals, Roth contributions are made after tax, so qualified distributions are tax-free. This feature may appeal to younger workers, higher-paid employees who can’t contribute directly to a Roth IRA and older employees affected by recent changes to the catch-up contribution rules. However, it also brings added administrative, payroll, recordkeeping and communication responsibilities. Contact us for help evaluating the strategy and implementing a Roth feature if you decide to move forward.

07/08/2026

If you’ve recently lost your job, you’re likely focused on replacing income and evaluating your next steps. But some tax implications related to a job loss may also require attention. For example, unemployment compensation and severance pay are generally taxable, at least at the federal level. And health insurance premiums you’d been paying pre-tax from your paycheck may now have to be paid after-tax — though you might be able to deduct them. There are also tax consequences to consider in relation to your retirement plan with your former employer or withdrawing funds from an IRA to replace some of your lost income. If you’d like guidance, contact us.

07/04/2026

Happy 4th of July from Squires & Lee!! We hope you have a great holiday!!

07/02/2026

Compliance training shouldn’t be a check-the-box exercise. Effective programs help employees understand the laws, workplace policies and ethical standards applicable to their roles. Common topics include safety protocols, discrimination and harassment prevention, and cybersecurity. Your training should teach staff how to respond to realistic situations, including how to raise concerns appropriately. When employees trust that rules are applied consistently, employers may reduce the risk of legal exposure, low productivity and reputational harm. Contact us to discuss how better compliance training can support your organization’s internal controls and financial performance.