Whalen CPAs: Firm News

What’s New at Whalen CPAs?

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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

Social Security plays a crucial role in retirement planning, and understanding its complexities can make a significant difference in financial

You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were

How to forecast smarter

Financial forecasting provides a roadmap to guide your organization on the path to success. Forecasts support strategic planning by helping

Retirement is often viewed as an opportunity to travel, spend time with family, or simply enjoy the fruits of a

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation.

Running a small business often requires periodic cash infusions, and knowing how to secure the right funding can determine whether

The nationwide price of gas is slightly higher than it was a year ago, and the 2025 optional standard mileage

Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum Distributions (RMDs) —

Saving for retirement is a crucial financial goal, and a 401(k) plan is one of the most effective tools for

Auditing standards require auditors to identify and assess the risks of material misstatement due to fraud and to determine overall

How often do you reconcile your company’s internal financial records against your bank statements? Bank reconciliations are an essential internal