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 [...]
Tax Memo – IRS Now Offers Downloadable Business Transcripts – S Corps, Partnerships, 941
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. WASHINGTON — As [...]
Memo – Business Owners – Your To Do List BEFORE 12/31
I recommend that all business owners execute all items on this list before the end of the year. Waiting to plan until January is too late! Business Owner? Have [...]
Tax Memo – Gig Workers | IRS Announces Delay In Form 1099-K Reporting Threshold For Zelle, Cash App, Venmo, and PayPal In 2023
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Tax Memo – New 2024 IRS Tax Brackets & Rates
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Memo – Why EVs Are Not Selling (And Shouldn’t) | A CPA’s perspective
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Memo – IRS Launches Paperless Processing Initiative
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Podcast – Alison Morrow Interviews Chris Whalen, CPA | Chicago Sues Cars For Thefts
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Podcast – Small To Medium Sized Businesses Are Flourishing, Leave The Fortune 500 Insanity Behind
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Memo – Small To Medium Sized Businesses Are Flourishing, Leave The Fortune 500 Insanity Behind
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Memo – 529 (Qualified Tuition Programs) Plan Basics
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. A qualified [...]
Memo – If You Paid Your ERTC Preparer A % Of Your Tax Credits, You May Have Been Ripped Off
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Podcast – Alison Morrow Interviews Chris Whalen, CPA | Employees Resist Back-To-Office WorK
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Memo – Companies Are Starting To Demand Workers Return To The Office, What Will You Do?
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