Whalen CPAs: Firm News

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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
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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
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Designing Life After Business
Designing Your Life After Business - Free Download For many entrepreneurs, building a successful business is a lifelong pursuit—one that
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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
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As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report
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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
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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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Old invoices, new rules: Tap into the power of the AR aging report
For many businesses, accounts receivable (AR) are more than just a line item on the balance sheet. This account provides
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Still have tax questions? You’re not alone
Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five
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https://youtu.be/F1Dtd0_q_S4   Here’s what you need to know: New Address: 655 Metro Place South, Suite 450, Dublin, OH 43017 Tentative
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Loan applications: How to strengthen your hand in today’s credit markets
In recent years, interest rates have increased and credit has tightened. Under these conditions, which are expected to persist in
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