Whalen CPAs: Firm News

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As the kids head back to school, it’s a good time to think about Coverdell Education Savings Accounts (ESAs). One

Since 2007, the Ohio homestead exemption has reduced property taxes for homeowners 65 or older, regardless of their income, and

A number of Whalen’s clients are actively involved in industry groups associated with their business. Leadership in these organizations is

Many provisions of the Patient Protection and Affordable Care Act of 2010 have recently gone into effect, and some significant

Recently, our marketing department received an email notifying us that we were chosen to receive a "2013 Worthington Award" from

S corporation owners often take modest salaries as a tax-saving strategy. By distributing most of the corporation’s profits in the

Congress’s decision not to include a proposed minimum term for grantor retained annuity trusts (GRATs) in the tax legislation passed

It may have been a bitter pill for the Obama administration to swallow, but in early July White House officials

Most business people are always on the lookout for ways to cut the amount of time they spend on mundane

Be Prepared in the Event of a Natural Disaster and Understand Your Responsibility for Retaining Records With all the flooding

Are you traveling while doing charity work this summer? Many of my fellow staff members and I volunteer in organizations

We’re always looking for ways to serve our clients and support them. Whether it’s helping them identify the advantages and