Whalen CPAs: Firm News

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The “kiddie tax” can apply long after childhood

Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also

Managing overhead costs today

Persistent inflation, elevated interest rates and volatile energy costs continue to squeeze profit margins for many small and midsize businesses.

Protect yourself from fraudsters impersonating the IRS and other tax scams

Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create

How to make financial reports easier for stakeholders to understand

Financial statements are essential tools for evaluating performance, planning for growth and managing risk. Yet many business owners, board members,

When outstanding invoices indicate underlying operational issues

Late customer payments don’t just create temporary cash shortages. Over time, inconsistent collections can disrupt budgeting, increase borrowing needs and

Cost segregation studies can reveal substantial tax savings

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a

Tax mitigation strategies when rebalancing your investment portfolio

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios

Individual tax calendar: Key deadlines for the remainder of 2026

Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the

What if …? How stress testing can help your business prepare for economic uncertainty

Even financially sound businesses can be vulnerable to market volatility and unexpected disruptions. Many companies discover too late that their

Taking a strategic approach to price increases

Rising labor, materials and operating expenses continue to pressure margins across industries. To relieve that pressure, you might consider a

Want to speed up your month-end close? Here’s how

For many organizations, the end of the month brings added pressure to finalize financial records accurately and on time. This

How AI is transforming small business bookkeeping

Many time-consuming accounting and bookkeeping processes — from transaction coding to financial analysis — can now be handled more quickly

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