Tax Memo – Form 1099K | Myths & Facts
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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.Interview – Alison Morrow Interviews Chris Whalen, CPA | Low Birth Rates Could Doom Retirement
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Podcast – Illegal Immigration 2023 | A CPA’s Perspective
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Tax Memo – Gig Workers | Help Managing Your Taxes
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Podcast – Interview – Perilous World Radio – Chris Whalen CPA & Col Tony Monaco 2024-0904
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Podcast – Alison Morrow Interviews Chris Whalen, CPA | Artificial Intelligence Is Writing Legal History
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Tax Memo – Time Running Out To Claim $1 Billion In Refunds For Tax Year 2020, Taxpayers Face May 17 Deadline
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Podcast – Tax Inflation Is Coming. Can You Afford It? Alison Morrow Interview
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Tax Memo – Wealthy? Non-Filer? Call Me Before The IRS Calls You
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Memo – FAQ – NAR Lawsuit – Broker Commissions Antitrust Settlements
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Podcast – Business Owners With A Retirement Plan | Who Is Your TPA? (Third Party Administrator)
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Memo – State Of The Union 2024 – Income Tax Perspective
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Podcast – State Of The Union 2024 – Income Tax Perspective
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Memo – Parents, Students: Check Out College Tax Benefits
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Memo – Does Your CPA Keep Your Data In The Cloud? Client Data Theft Is Up 60% – Demand Your Data Be Removed Immediately From All Cloud Servers.
CPA Client Data Theft Is Up 60%. Where does your CPA / Tax Preparer store your personal financial data? Do you know? We all hear constantly of "cloud based" [...]
Podcast – A Case Study – Rental Real Estate Investability Analysis
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Tech Memo – Only Send Static Files as Email Attachments, Such As PDFs
Quite often I see attachments in emails that are sent in DOC format or an XLS format. Unless you want the recipient to have the ability to change your information, [...]
Tax Memo – 2014 Offshore Voluntary Disclosure Program Is Closing
Purpose of the streamlined procedures The streamlined filing compliance procedures describe below are available to taxpayers certifying that their failure to report foreign financial assets and pay all tax [...]
Tech Memo – Use BCC (Blind Copy) When Sending Group Emails
We have all gotten emails that were sent to a large distribution list and every other recipient is visible to us. This happens when all recipients were listed as the [...]
Memo – Business Owners With A Retirement Plan | Who Is Your TPA? (Third Party Administrator)
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Podcast – Alison Morrow Interviews Chris Whalen, CPA | Artificial Intelligence Is Writing Legal History
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Memo – What Is An IRS Identity Protection PIN (IP PIN)?
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Seminar – Cryptocurrency and Estate Planning By Chris Whalen, CPA
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Memo – SBA 7A Loan Holders | Time To Refinance?
#Loan #Loans #BusinessLoan #BusinessLoans #Funding #SBA #SBALoan #Funds #Financing #Borrowing #Borrower Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right [...]
Podcast – Attorneys Are Using AI To Create Legal Documents | A CPA’s Perspective
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Memo – Attorneys Are Using AI To Create Legal Documents | A CPA’s Perspective
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Tax Memo – Gig Workers | Help Managing Your Taxes
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Chris Whalen, CPA Article Mention In Fast Company – 63% Of Financial Advice On Tiktok Is Misleading, One Study Found. Users Love It Anyway
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Tax Memo – Beware Of Art Donation Scam Artists
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Tax Memo – SNOWED IN? ORGANIZE YOUR TAX INFO!
This Snow Day is a great time to start gathering your income tax data. I prepared the checklist below to help you get started. As always, if you have [...]