Whalen CPAs: Firm News

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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.
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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
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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
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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
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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,
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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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