Whalen CPAs: Firm News

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Taxes when you sell an appreciated vacation home
Vacation homes in upscale areas may be worth way more than owners paid for them. That’s great, but what about
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Turning a hobby into a business? Pay attention to the tax rules
Many people dream of turning a hobby into a regular business. Perhaps you enjoy boating and would like to open
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6 tips for lowering energy costs to boost profits
Earth Day (April 22) is a good time to evaluate what your business can do to protect the planet’s natural
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A tax-favored retirement plan sits on a table with a graph and pair of glasses
If your business doesn’t already have a retirement plan, it might be a good time to take the plunge. Current
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inventory management
Inventory management is a key balance sheet item for many companies. Depending on the nature of your operations, inventory may
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Auditing WIP today
External auditors spend a lot of time during fieldwork evaluating how businesses report work-in-progress (WIP) inventory. Here’s why this warrants
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02:Whalen Wisdom Hub - Exclusive Interview With Dr. Michael Pappas
Summary In a recent interview with Dr. Michael Pappas, a seasoned dentist and practice owner, we uncovered valuable insights into
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5 Signs Your Dental Practice Needs a Makeover (and How to Fix It!)
Is your dental office feeling the squeeze? Rising costs and staffing woes are plaguing practices nationwide. But fear not, you're
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Update on retirement account minimum distributions : SECURE 2.0
If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax-required minimum
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Building a Thriving Dental Associateship: A Three-Part Guide
So, you're considering adding an associate dentist to your practice. You're not alone! Many dentists explore this path to expand capacity, grow
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Strengthen Your Cash Flow: Mastering Accounts Receivable Management
Managing accounts receivable can be challenging, especially in an uncertain economy. To keep your company financially fit, it’s a good
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Successful Dental Associateship Recruitment
Part 3: Finding the Right Dental Associateship The American Dental Association reports that about half of all associateships fail (Ebert,
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