Whalen CPAs: Firm News
What’s New at Whalen CPAs?
Exciting things are always happening at Whalen CPAs! Stay abreast of firm news and Contact Us if you have any questions.
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Financial losses from corruption are on the rise, according to “Occupational Fraud 2024: A Report to the Nations,” published by
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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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