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

Did you give to charity in 2021? Make sure you have substantiation

If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the

Keep Your Business Safe From Fraud

Sadly, fraudsters are continually looking for ways to make a quick buck at your company’s expense, so make sure you’re

Keep Beneficiary Designations Current

When was the last time you reviewed beneficiary information on your life insurance policies, retirement accounts and will? It’s important

Reasonable Compensation for S Corporation Owners

Choosing an S Corporation (S Corp) as the best legal structure for your business provides tax perks, but it also

New Year, Fresh Start

If the pandemic has caused a slowdown in reaching your financial goals, now is the time to review your plans

5 Fun Financial Facts About Thanksgiving

2021 Year- End Tax Plan

Download the free Tax letter below, or continue past to read online. Whalen 2021 Year - End Tax Letter

Can taxpayers who manage their own investment portfolios deduct related expenses? It depends

Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs?