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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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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First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will be taxable and,
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The passing of Memorial Day marks the beginning of summer in the minds of many Americans. Although the kids might
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If you’re considering donating a property to charity, here are three potential tax traps you need to be aware of:
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Health care Flexible Spending Accounts (FSAs) allow employees to redirect pretax income to an employer-sponsored plan that pays, or reimburses
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Are you thinking about turning a business trip into a family vacation this summer? This can be a great way
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This year, trusts are subject to the 39.6% ordinary-income rate and the 20% capital gains rate to the extent their
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