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
tax saving tips
The year is quickly drawing to a close, you just must act on these tax saving tips by December 31!
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retirement plan
After you reach age 70½, you must take annual required minimum distributions (RMDs) from your retirement plans...
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529 savings
If you’re saving for college, consider a Section 529 savings plan. Although contributions aren’t deductible for federal purposes, plan assets
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Whalen & Company, CPAs is expanding after its recent acquisition of Hilliard-based accounting firm Earman and Wood CPAs.
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But before you donate, it’s critical to make sure the charity you’re considering is eligible to receive tax-deductible contributions
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Annual exclusion gifts offer a valuable tax-saving opportunity!
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if you limit how many vacation days employees can roll over to the new year, you might find your workplace
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The first step to smart timing is to project your business’s income and expenses for 2015 and 2016. With this
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Earlier this week, U.S. House Ways and Means Committee Chairman, Congressman Kevin Brady, proposed legislation to renew numerous tax provisions
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Reduce tax on investments
Many of the strategies that can help you save or defer income tax on your investments can also help you
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The IRS recently announced that it will raise the de minimis safe harbor threshold for tangible property to $2,500 per
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For most of the last decade, year-end tax planning has been complicated by a great deal of uncertainty. This year
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To learn more, Contact Whalen CPAs today.