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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New I-9 Form Requirement

The U.S. Citizenship and Immigration Services (USCIS) has published a revised version of Form I-9, Employment Eligibility Verification.

An employer that sponsors an insured health plan (a health plan that provides coverage by purchasing insurance from a health

The break allowing taxpayers to take an itemized deduction for state and local sales taxes in lieu of state and

New for the 2017 filing season, the employer deadline for Forms W-2 and 1099-MISC to be submitted to the IRS

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2017. Keep

There are many ways to save for a child’s or grandchild’s education. But one has annual contribution limits, and if

A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate

Captive Insurance Update

Last month, the IRS issued Notice 2016-66, which classifies a significant number of micro- captive arrangements as "Transactions of Interest."

2016 Year-End Tax Planning Tips

With a new administration taking shape in our nation's capital after the elections, you can expect that significant tax reforms

Donations to qualified charities are generally fully deductible, and they may be the easiest deductible expense to time to your

Overtime Rule Reversed

Last week, a federal judge blocked The Department of Labor's (DOL's) new federal overtime rule.

Smart timing of deductible expenses can reduce your tax liability, and poor timing can unnecessarily increase it.