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.

Careful tax planning critical for RSUs — and other stock-based compensation

If you’re an executive or other key employee, you might be compensated with more than just salary, fringe benefits and

How to protect yourself from underpayment penalties

You can be subject to penalties if you don’t pay enough tax during the year through estimated tax payments and

Is your business ready for play-or-pay?

If you’re a “large” employer, time is running out to prepare for the Affordable Care Act’s (ACA’s) shared responsibility provision,

Vacation home owners: Adjusting rental vs. personal use might save taxes

With summer drawing to a close, if you own a vacation home that you both rent out and use personally,

Grandchild in college this fall? Paying tuition could save gift and estate taxes

Now’s the time of year when many young adults are about to head back to college — or to enter

“Bunch” miscellaneous itemized deductions to reduce your tax bill

Many expenses that may qualify as miscellaneous itemized deductions are deductible for regular tax purposes only to the extent they

Installment sales offer both pluses and minuses

A taxable sale of a business might be structured as an installment sale if the buyer lacks sufficient cash or

Is a Roth IRA conversion right for you this year?

If you have a traditional IRA, you might benefit from converting some or all of it to a Roth IRA.

Give and receive with a charitable remainder trust

Would you like to benefit charity while reducing the size of your taxable estate yet maintain an income stream for

2 tax pitfalls of mutual funds

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found

Have you misclassified employees as independent contractors?

An employer may enjoy several advantages when it classifies a worker as an independent contractor rather than as an employee.

Why you need to know the value of your assets

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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