Whalen CPAs: Blog

Discover Our Thoughts on Important Accounting Topics.

We understand that constantly changing tax laws can get confusing. That is why we keep our blog updated on tax policies that could affect the life and business of our clients. If you have any questions regarding an article featured on our blog, please contact the experts at Whalen CPAs for more information. Want info delivered right to your inbox – Subscribe Now

Milestone moments: How age affects certain tax provisions

They say age is just a number — but in the world of tax law, it’s much more than that.

Footnotes: The narrative behind the numbers

Although footnote disclosures appear at the end of reviewed or audited financial statements, they’re far more than a regulatory

Is college financial aid taxable? A crash course for families

College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges

The One, Big, Beautiful Bill could change the deductibility of R&E expenses

The treatment of research and experimental R&E expenses is a high-stakes topic for U.S. businesses, especially small to midsize companies

Are You Ending or Beginning? Value Enhancement

I’ve had a lot of opportunities recently to think about endings and beginnings. As a mother of a graduating senior,

Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them

The U.S. House of Representatives passed The One, Big, Beautiful Bill Act on May 22, 2025, introducing possible significant changes

How to turn F&A turnover into a business opportunity

Turnover in finance and accounting (F&A) leadership is on the rise. In 2024, CFO turnover among Standard & Poor’s 500

Designing You Life After Business – Why Your Personal Plan Matters

Designing Your Life After Business - Free Download For many entrepreneurs, building a successful business is a lifelong pursuit—one that

Risky business: How auditors help combat corporate fraud

In today’s volatile economic climate, organizations face mounting pressures that can increase the risk of fraudulent activities. Auditors play a

Digital assets and taxes: What you need to know

As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report

Hiring independent contractors? Make sure you’re doing it right

Many businesses turn to independent contractors to help manage costs, especially during times of staffing shortages and inflation. If you’re

Closing time: Mastering your monthly close with QuickBooks

The month-end close is a pain point for many small to midsize businesses. While internal accounting teams often aim to

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