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
With summer drawing to a close, if you own a vacation home that you both rent out and use personally,
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Now’s the time of year when many young adults are about to head back to college — or to enter
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Many expenses that may qualify as miscellaneous itemized deductions are deductible for regular tax purposes only to the extent they
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A taxable sale of a business might be structured as an installment sale if the buyer lacks sufficient cash or
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If you have a traditional IRA, you might benefit from converting some or all of it to a Roth IRA.
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Would you like to benefit charity while reducing the size of your taxable estate yet maintain an income stream for
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Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found
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An employer may enjoy several advantages when it classifies a worker as an independent contractor rather than as an employee.
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With the gift and estate tax exemptions currently at $5.34 million, you might think that estate valuations are less important.
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Restricted stock is stock that’s granted subject to a substantial risk of forfeiture. Income recognition is normally deferred until the
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Summer is a common time to put a home on the market. If you’re among those who are following this
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In general, when meal and entertainment expenses are incurred in the context of an employer-employee or customer–independent contractor relationship, one
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To learn more, Contact Whalen CPAs today.