• Andrew Hipple Earns Enrolled Agent Designation

    We are pleased to announce that Andrew Hipple has recently earned the prestigious designation of Enrolled Agent (EA) – the highest credential the IRS awards. This remarkable achievement is a testament to Andrew’s dedication, expertise, and commitment to providing exceptional financial planning services.

    An Enrolled Agent is a federally-authorized tax practitioner empowered by the U.S. Department of the Treasury. Individuals who hold this designation are recognized for their exceptional expertise in the field of taxation and are granted unlimited rights to represent taxpayers before the Internal Revenue Service (IRS). This means that EAs can handle all types of tax matters and represent any taxpayer in any tax-related issue.

    To earn the Enrolled Agent designation, Andy had to meet stringent requirements, which included passing a comprehensive three-part examination that covers individual and business tax returns, as well as representation, practices, and procedures. This exam, known as the Special Enrollment Examination (SEE), is designed to test the knowledge and skills necessary to handle complex tax situations. In addition to passing the SEE, Andrew was also required to pass a thorough background check conducted by the IRS.

    Learn more about Andrew Hipple

    Andrew’s new designation as an Enrolled Agent underscores his commitment to maintaining the highest standards of professionalism and expertise in the field of taxation. We are confident that his enhanced qualifications will further strengthen our ability to provide top-tier tax planning services to our clients.

  • 5 investment ideas for small-business owners struggling to keep their finances liquid

    Three local financial experts share their advice.

    Andrew Hipple has advice on how small business owners (and individuals) can take advantage of the rise in interest rates.
    Andrew Hipple has advice on how small business owners (and individuals) can take advantage of the rish in interest rates. (photo credit: Steven M. Falk / Inquirer Staff Photographer)

    Written by Gene Marks

    Even as commercial lending rates have more than doubled in the last year, interest rates earned on checking, money market and savings accounts remain stubbornly low as banks seek to maintain their profitability.

    That’s not helpful for business owners, who need to earn money on their cash reserves while keeping enough liquidity to meet faily working capital needs. Options remain limited, but the environment is slowly changing, and a number of investment choices with minimal risks are emerging.

    Click here to read full article from the Philadelphia Inquirer, featuring Andrew Hipple CFP®, Partner at Lane Hipple Wealth Management Group.