Memo – Does Your CPA / Tax Preparer Keep Your Personal Data In The Cloud?
Your income tax data is the ultimate prize for an identity thief. Would you be shocked to learn that most CPAs store your tax data in the cloud and [...]
About Chris Whalen, CPA
I’m Chris Whalen, CPA. For over thirty years I have been the owner and Managing Member of a Certified Public Accounting and Business Advisory firm providing a full range of income tax, accounting and advisory services for individuals and businesses. I am licensed in all states and serve clients throughout the country but extensively in Red Bank, Middletown, Rumson, Colts Neck, Holmdel, Monmouth County and Ocean County.Podcast – Steps To Confirm You Are An Independent Contractor (Subcontractor) Or Are Paying One
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – Steps To Confirm You Are An Independent Contractor (Subcontractor) Or Are Paying One
To listen to the podcast version of memo click here —> Podcast Version There is much confusion today about who is an employee and who is an Independent Contractor. Yes, [...]
Podcast – The NJ Sweeney Bills (S4204 & A5936), Analysis From The Employer Side
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: The NJ Sweeney Bills (S4204 & A5936), [...]
Podcast – The NJ Sweeney Bills (S4204 & A5936), Analysis and Q & A With A CPA
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: The NJ Sweeney Bills (S4204 & A5936), [...]
Podcast – The 2022 W4 Is Here! Follow This Guide So You Don’t Make A Withholding Mistake
The W4 form had major changes in 2020. There were some slight changes for 2022, but this podcast and information that I posted in 2020 still apply. Click the [...]
Podcast – Youtube Rules Are Changing, Your Gmail, Google Drive & Youtube Accounts May Be At Risk
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, [...]
Memo – Youtube Rules Are Changing, Your Gmail, Google Drive & Youtube Accounts May Be At Risk
To listen to the podcast version of memo click here —> Podcast Version Many of you are not aware that there are many changes coming to YouTube, supposedly by December [...]
Podcast – Who Is A Business? Who Is An Employee? NJ Bills (S4204 & A5936)
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Who Is A Business? Who Is An Employee? [...]
Podcast – URGENT! NJ Business Owners The Sweeney Bill (S4204/A5936) Must Be Stopped!
To read the text version of this podcast click here ---> Text Version Business Owners, The NJ Sweeney Bill S4204/A5936 will dramatically change how subcontractors are paid in NJ. [...]
Memo – URGENT! NJ Business Owners The Sweeney Bill (S4204/A5936) Must Be Stopped!
To listen to the podcast version of memo click here —> Podcast Version Business Owners, The NJ Sweeney Bill S4204/A5936 will dramatically change how subcontractors are paid in NJ. This [...]
Podcast – Crypto Traders, The IRS Is Gaining Access To Your International Accounts
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – Crypto Traders, The IRS Is Gaining Access To Your International Accounts
To listen to the podcast version of memo click here —> Podcast Version Main take away to this memo is as follows. If you have NOT properly accounted for your [...]
Podcast – Rental Real Estate Now May Qualify For The (QBI) Qualified Business Income Deduction
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – Rental Real Estate Now May Qualify For The (QBI) Qualified Business Income Deduction
To listen to the podcast version of memo click here —> Podcast Version This memo is extremely important tax news for anyone with positive income from rental properties. When was [...]
Podcast – For 2020, 1099-NEC Replaces 1099-MISC For (NEC) Non-Employee Compensation
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – For 2020, 1099-NEC Replaces 1099-MISC For (NEC) Non-Employee Compensation
To listen to the podcast version of memo click here —> Podcast Version This goes into effect in 2020. So, for my subcontractor clients used to getting a form 1099-MISC [...]
Memo – The Work Opportunity Tax Credit Can Save Your Company Thousand$
The Work Opportunity Tax Credit (WOTC) is a Federal tax credit available to employers for hiring individuals from certain targeted groups who have consistently faced significant barriers to employment. WOTC [...]
Podcast – How can WeWorks’ Problems Benefit Your Company?
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – How can WeWorks’ Problems Benefit Your Company?
To listen to the podcast version of memo click here —> Podcast Version We've all been hearing how WeWorks is on the verge of bankruptcy or total collapse. How can [...]
Democratic Candidates, Will You Sign This Contract With The American People To Never Raise Taxes If Elected?
Questions? Concerns? Call me on (732) 673-0510. Get my memos in your inbox by clicking here ---> http://eepurl.com/7rJdT Click here to request a consultation or ask me a [...]
Podcast – Partner or Stockholder? Are You Given A Full Copy Of That Company’s Tax Return At Year End?
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – Partner or Stockholder? Are You Given A Full Copy Of That Company’s Tax Return At Year End?
To listen to the podcast version of memo click here —> Podcast Version Many of my clients are the main partner of their partnerships or their corporations. Some of my [...]
Seminar – Real Estate Agent / Brokers – Understanding The Tax Code Helps You Sell More Houses
Click the video below to watch this informative seminar with Chris Whalen, CPA where he discusses: Seminar - Real Estate Agent / Brokers - Understanding The Tax Code Helps [...]
Podcast – Analysis of Elizabeth Warren’s Wealth Tax
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – Analysis of Elizabeth Warren’s Wealth Tax
To listen to the podcast version of memo click here —> Podcast Version Like many Democrats, Elizabeth Warren openly espouses raising taxes on the rich. You will hear them say [...]
Livestream – Income Tax, Accounting & Business Q & A, Ask Me Anything Oct 3, 2019
Click the video below to listen to this livestream from October 3, 2019, with Chris Whalen, CPA where he discusses: Income Tax, Accounting & Business Q & A, Ask [...]
Memo – 2019 FLSA Overtime Final Rule Changes: 5 Key Facts
The Department of Labor (DOL) issued changes that substantially increase the minimum salary requirement for certain exemptions under the Fair Labor Standards Act (FLSA). The final rule is scheduled [...]
Podcast – Tax Memo – Is Sugar Baby Income Taxable?
To read the text version of this podcast click here ---> Text Version I published a comprehensive book on running your Sugar Baby or OnlyFans Business and how to [...]
Tax Memo – Is Sugar Baby Income Taxable?
To listen to the podcast version of memo click here —> Podcast Version I published a comprehensive book on running your Sugar Baby or OnlyFans Business and how to handle [...]