Life After Work: How to Create a Sustainable Income Stream in Retirement client workshop will be held on February 7. Click here for more details and to register.

(New) Year-End Tax Planning Publication
Released in November, this special year-end tax planning report provides timely information along with strategy suggestions and other tips to highlight planning techniques. Click here for business tax planning, and here for individuals. For assistance, contact your Whalen tax advisor.

2011-2012 Tax Planning Guide Also Available
For another resource to help taxpayers identify steps they can take to reduce their personal and business tax liability, click here.

Client Seminar and Workshop Presentations
If you missed our client seminars, but still want to learn about our sessions covering strategies to enhance business and personal financial management and tax planning, click here.  Better yet, click here to be notified of future events.

National Award Winning Firm
For the second consecutive year, Whalen & Company has won two national awards in recognition of the firm's commitment to providing "Five-Star" service to clients and for the quality of the firm's staff. For details, click here.

Identity Theft Warning - IRS Alert
The IRS is warning taxpayers of an email scam seeking personal information, which could lead to identity theft. The email appears to be coming from the IRS. Click here to learn about this scam.

Are You a Highly Motivated,
Experienced Accounting Professional?
Our firm is accepting applications for a Tax Manager position and a Senior Auditor/Lead Accountant position. For details, click here.

Health Care Reform - What Does It Mean for Employers and Individuals?
Congress approved a massive health care reform package in March 2010. The changes are significant and will be implemented over several years. For a time line of the implementation of key reform provisions, click here.