Whalen CPAs: Blog
Discover Our Thoughts on Important Accounting Topics.
We understand that constantly changing tax laws can get confusing. That is why we keep our blog updated on tax policies that could affect the life and business of our clients. If you have any questions regarding an article featured on our blog, please contact the experts at Whalen CPAs for more information. Want info delivered right to your inbox – Subscribe Now
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next
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As we step further into 2025, the world of oral health is evolving at an exciting pace. Groundbreaking technologies and
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The 2025 Medicare Basics Workshop helped Ohio residents navigate Medicare enrollment and Social Security services. Hosted by Social Security public
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Accurate financial records help business owners manage cash flow, tax obligations, and strategic planning. QuickBooks® is one of the most
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In times of economic uncertainty, dental practices, face unique challenges that require strategic planning and proactive measures. Implementing robust financial
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If you made significant gifts to your children, grandchildren, or other heirs last year, it’s important to determine whether you’re
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Social Security plays a crucial role in retirement planning, and understanding its complexities can make a significant difference in financial
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You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were
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Financial forecasting provides a roadmap to guide your organization on the path to success. Forecasts support strategic planning by helping
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Retirement is often viewed as an opportunity to travel, spend time with family, or simply enjoy the fruits of a
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Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation.
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Running a small business often requires periodic cash infusions, and knowing how to secure the right funding can determine whether
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To learn more, Contact Whalen CPAs today.