Click on the memo name to open.
Memo – What Is An IRS Identity Protection PIN (IP PIN)?
Seminar – Cryptocurrency and Estate Planning By Chris Whalen, CPA
Memo – SBA 7A Loan Holders | Time To Refinance?
Podcast – Attorneys Are Using AI To Create Legal Documents | A CPA’s Perspective
Memo – Attorneys Are Using AI To Create Legal Documents | A CPA’s Perspective
Tax Memo – Gig Workers | Help Managing Your Taxes
Chris Whalen, CPA Article Mention In Fast Company – 63% Of Financial Advice On Tiktok Is Misleading, One Study Found. Users Love It Anyway
Tax Memo – Beware Of Art Donation Scam Artists
Tax Memo – SNOWED IN? ORGANIZE YOUR TAX INFO!
Tax Memo – IRS Now Offers Downloadable Business Transcripts – S Corps, Partnerships, 941
Memo – Business Owners – Your To Do List BEFORE 12/31
Tax Memo – Gig Workers | IRS Announces Delay In Form 1099-K Reporting Threshold For Zelle, Cash App, Venmo, and PayPal In 2023
Tax Memo – New 2024 IRS Tax Brackets & Rates
Memo – Why EVs Are Not Selling (And Shouldn’t) | A CPA’s perspective
Memo – On 1/1/2024 Closely Held Companies Have New FinCEN Reporting Requirements
Memo – IRS Launches Paperless Processing Initiative
Podcast – Alison Morrow Interviews Chris Whalen, CPA | Chicago Sues Cars For Thefts
Podcast – Small To Medium Sized Businesses Are Flourishing, Leave The Fortune 500 Insanity Behind
Memo – Small To Medium Sized Businesses Are Flourishing, Leave The Fortune 500 Insanity Behind
Memo – 529 (Qualified Tuition Programs) Plan Basics
Memo – If You Paid Your ERTC Preparer A % Of Your Tax Credits, You May Have Been Ripped Off
Podcast – Alison Morrow Interviews Chris Whalen, CPA | Employees Resist Back-To-Office WorK
Memo – Companies Are Starting To Demand Workers Return To The Office, What Will You Do?
Podcast – Companies Are Starting To Demand Workers Return To The Office, What Will You Do?
Podcast – Long Term Care (LTC) Insurance Update
Memo – Long Term Care (LTC) Insurance Update
Podcast | Employers | Verify Job Applicants Are NOT Using AI To Create Their Resumés Or Cover Letters
Memo | Employers | Verify Job Applicants Are NOT Using AI To Create Their Resumés Or Cover Letters
Podcast – Alison Morrow Interviews Chris Whalen, CPA | Moving To A New State? | Things To Consider
Interview – Alison Morrow Interviews Chris Whalen, CPA | Low Birth Rates Could Doom Retirement
Podcast – Woke Landmines Have Trouble Finding Jobs And Spouses! Shocker!
Memo – Woke Landmines Have Trouble Finding Jobs And Spouses! Shocker!
Tax Memo – Year End Individual Tax Information Gathering Worksheet
Replay Of Live Seminar – 2023 Tax Update For Real Estate Agents & Business Owners | Gloria Monks Host
Tax Memo – Payments Of Individual Taxes Are Always Due 4/15th. They Cannot Be Extended!
Memo – Solar Credits For Rental Properties? Many Aren’t Aware!
Tax Memo – Payments Of Individual Taxes Are Always Due 4/15th. They Cannot Be Extended!
Tax Memo – Do You Have A “Side Gig Or Hustle?”, This Memo Is For You
Podcast – Onlyfans Creators | Has The IRS Contacted You? | Call Me If You Need Advice
Memo – Onlyfans Creators | Has The IRS Contacted You? | Call Me If You Need Advice
Analysis – ESG | Social Justice | CRT Hiring Practices | A CPA’s Perspective
Podcast – Investing In Costa Rican Real Estate – Interview With Josh Wittman
Memo – Venmo & CashApp | Only Business Transactions Are Being Flagged NOT Personal Transfers
Interview – Alison Morrow Interviews Chris Whalen, CPA
Tax Memo – IRS Provides Tax Inflation Adjustments For Tax Year 2023
Podcast – Realtors – Sales Drying Up? Pivot To Selling Investment Properties
Memo – Realtors – Sales Drying Up? Pivot To Selling Investment Properties
Memo – Scan Documents To PDF With Your Phone
Memo – NJ ANCHOR Replaces The Homestead Benefit Program
Podcast – “Meeting In Person To Get Work Done” Is A Stone Age Technology | Evolve Or Go Extinct
Memo – “Meeting In Person To Get Work Done” Is A Stone Age Technology | Evolve Or Go Extinct
Tax Memo – Claiming A Child As A Dependent When Parents Are Divorced, Separated Or Live Apart
Tax Memo – Paypal Year End Tax Form Upload Requirements (IRS Forms 1099K & 8832)
Interview – Shawn Ziem Interviews Chris Whalen, CPA
Podcast – IRS Hiring 82,000 New Agents! A CPA’s Perspective
Memo – IRS Hiring 82,000 New Agents! A CPA’s Perspective
Tax Memo – IRS Mileage Rate Going Up For The 2nd Half of 2022
Podcast – Global Disruptions May Cause Business Supply Shortages | Become A Business “Prepper”
Memo – Global Disruptions May Cause Business Supply Shortages | Become A Business “Prepper”
Memo – Mortgage Rates Are Up 61% This Year – A CPA’s Perspective
Scam Alert For NJ Businesses – NJ Annual Report Mailer Scam
Podcast – Bitfinex Crypto Hack / Robbery – A CPA’s Perspective
Tax Memo – IRS To Suspend Most Monthly Collection Letters Until They Reduce Their Backlog
Tax Memo – In 2021 100% Of Meals Are Deductible (No Longer 50%)
Podcast – Is Your CPA / Tax Preparer Elderly? What Happens If They Pass Away?
Memo – Is Your CPA / Tax Preparer Elderly? What Happens If They Pass Away?
Tax Memo – SNOWED IN? ORGANIZE YOUR TAX INFO!
Tax Memo – Suggested General Expense Categories
Podcast – A Case Study – Rental Real Estate Investability Analysis
Tax Memo – Tax Planning For Travelling Medical Professionals (Nurses, Doctors & Therapists)
Podcast – Mortgage Update! Interview With Pinky Shah – Mortgage Expert
Podcast – Interview – Alan Collinge of Student Loan Justice
2022 Marketing Opportunity – Middletown, NJ
Podcast – Student Loan Debt Crisis | A CPA’s Perspective
Memo – Student Loan Debt Crisis | A CPA’s Perspective
Memo – Did You Receive An Advance Child Tax Credit Payment (ACTCP) In 2021?
Memo – Business Owners – Your To Do List BEFORE 12/31
Podcast – Supply Chain Delays? Set Up Domestic Production To Capitalize
Memo – Supply Chain Delays? Set Up Domestic Production To Capitalize
Fox News Interview – Does Build Back Better Affect Your Taxes?
Tax Memo – Build Back Better Act | Individual Tax Impact
Podcast – Business Owners | Mandating Employee Shots Could Bankrupt You
Memo – Business Owners | Mandating Employee Shots Could Bankrupt You
Memo – Marijuana (Cannabis) Industry FAQ
Memo – NJ Cannabis Industry Licensing FAQ
Podcast – Tax Allocation Choice – Tax Reform We Need Now
Memo – Will You Owe Money This Tax Season? Don’t Guess! Call Me To Analyze Your Withholding Adequacy
Podcast – The Government Wants Full Access To Your Bank Accounts & Venmo | What This Will Look Like
Memo – The Government Wants Full Access To Your Bank Accounts & Venmo | What This Will Look Like
Podcast – Vaccine Mandate Corporate Brain Drain In Full Swing! Small Businesses Can Benefit!
Memo – Vaccine Mandate Corporate Brain Drain In Full Swing! Small Businesses Can Benefit!
Chris Whalen, CPA Interviewed By Coffee With Chris Stevens | LLCs vs S Corps
Podcast – Business Owners | Mandating Employee Shots Could Bankrupt You
Memo – Business Owners | Mandating Employee Shots Could Bankrupt You
Memo – Rental Assistance Information | The Eviction Moratorium Is Over
Podcast – Business Owners | Do You Have Control Over Staff Email Accounts?
Tech Memo – Business Owners | Do You Have Control Over Staff Email Accounts?
Memo – IRS To Issue Refunds For Taxpayers Who Didn’t Take The Unemployment Credit
Podcast – High Earning Women – You Need A Prenup Before Marrying
Memo – High Earning Women – You Need A Prenup Before Marrying
Podcast – Rental Memo – Corporations Are Becoming Landlords, Part 1 – Warnings For Tenants
Rental Memo – Corporations Are Becoming Landlords, Part 1 – Warnings For Tenants
Tax Memo – Monthly Child Tax Credits Payments Start July 15 – Do You Qualify?
Live Seminar – Maximizing Tax Benefits For Business Owners – Chris Whalen, CPA – Sponsored By NAHREP
Podcast – Be Careful To Not Include PPP Loan Proceeds As Income On Your Tax Returns (States Differ!)
Memo – Be Careful To Not Include PPP Loan Proceeds As Income On Your Tax Returns (States Differ!)
Interview – Chris Whalen, CPA & Shawn Ziem – Marketing Tips on Influencers, Reviews, Fees
Memo – Self-Employed People, Don’t Miss Your 2020 Coronavirus Tax Credits!
Memo – 2020 Tax Organizer Attached! Procrastination Over!
Memo – 2021 Employee Retention Credit
Podcast – Expenses Paid With Forgiven PPP Loans ARE Deductible
Memo – Expenses Paid With Forgiven PPP Loans ARE Deductible
Memo – How Secure Are Your Business Systems?
Memo – 2021 Economic Impact Payment Information
Memo – Business Owners! Remember To Take A Picture Of Your Odometers On New Year’s Day
Memo – New PPP Loans Available (Dec 2020)
Memo – Business Owners – Your To Do List BEFORE 12/31
Memo – Credit Card Processors Are Not All Alike, Review Yours Today
2020 Election Night Stream with Styxhexenhammer and Chris Whalen, CPA
Memo – Use Alternative Tech Sites To Fight Big-Tech Censorship And Information Stealing
Memo – Coronavirus-Related Relief For Retirement Plans And IRAs Q & A
Podcast – 3rd Quarter 2020 Is Done, Time To Get Your 2020 Tax Projections Done
Memo – 3rd Quarter 2020 Is Done, Time To Get Your 2020 Tax Projections Done
Podcast – Unfortunately, Every NJ Presidential Vote Should Be Voided By The Supreme Court
Memo – Unfortunately, Every NJ Presidential Vote Should Be Voided By The Supreme Court
Memo – The Markets Have Adjusted To The Lockdowns, Time To Start Your Own Business
Summer Rentals Can Now Be Full Year Rentals As People Flee Cities
Memo – Your Summer Rentals Can Now Be Full Year Rentals As People Flee Cities
Memo – PPP Loan Forgiveness Information Collection Worksheet
Murphy, DeBlasio and Cuomo Are Holding Our Children, Jobs, Businesses and Way of Life Hostage
Podcast – Tax Advice For Families Fleeing Big Cities
Memo – Tax Advice For Families Fleeing Big Cities
Podcast – Defund The Police | What Business Owners Need To Plan For
Memo – Defund The Police | What Business Owners Need To Plan For
Podcast – OnlyFans Creators Business Set Up and Tax Filing Tips
Memo – OnlyFans Creators Business Set Up and Tax Filing Tips
Memo – About The Monmouth County Cares Act Economic Assistance Grant
Podcast – A CPA’s Plea To President Trump To End The Lockdown
Podcast – Expenses Paid With Forgiven PPP Loans Are Not Deductible (YET)Memo – Expenses Paid With Forgiven PPP Loans Are Not Deductible (YET)
Memo – PPP Forgiveness Applications Will Be Accepted By The SBA Starting August 10, 2020
Memo – Online Tool Simplifies The PPP Forgiveness Application
Tax Season 2020 Is Over! The Longest Tax Season In History!
Memo – Automatic PPP Forgivness For Loans Under $150k Proposed – Contact Your Senators To Vote YES!
Podcast – Coronavirus (Covid-19) Case Numbers DO NOT Matter, Death Rates Do
Memo – Coronavirus (Covid-19) Case Numbers DO NOT Matter, Death Rates Do
Memo – Your Taxes Aren’t Done Yet? Call Me So I Can File Extensions For You
Tech Memo – I Am Replacing Twitter with Parler, You Should Too
Podcast – Warning for Sugar Babies and OnlyFans Content Creators
Memo – Warning for Sugar Babies and OnlyFans Content Creators
Memo – (PPP) Paycheck Protection Program Loan Forgiveness Application, EZ Form Available
Memo – SBA EIDL Proceeds Have LIMITED Uses – Be Careful!
Live Seminar – Unemployment, Tax Reform and Accounting Updates for Real Estate Brokers and Agents
Memo – NJEDA GRANT Application Available
Podcast Interview – Coronavirus Lockdown Business Stories – Financial Advisor
Podcast – Are Any Of Your Virtual Employees Out Of State? You May Have Taxes Due To Those States
Memo – Are Any Of Your Virtual Employees Out Of State? You May Have Taxes Due To Those States
Podcast Interview – Coronavirus Lockdown Business Stories – Business Graphics – Marketing Expert
Podcast Interview – Coronavirus Lockdown Business Stories – Web Designer / Developer
Podcast Interview – Coronavirus Lockdown Business Stories – Deli Owner / Caterer
Podcast Interview – Coronavirus Lockdown Business Stories – Special Needs School President
Podcast – Should You Reopen Your Business With Occupancy Restrictions Still In Place?
Podcast Interview – Coronavirus Lockdown Business Stories – Realtor
Memo – (PPP) Paycheck Protection Program Loan Forgiveness Application
Podcast – Thinking Of Starting Your Own Company Instead Of Returning To A Job? Here’s My Best Advice
Memo – Thinking Of Starting Your Own Company Instead Of Returning To A Job? Here’s My Best Advice
Memo – How Much Is PUA For NJ Sole Proprietors?
Tax Memo – OnlyFans Content Creator Income Is Taxable, Include It On Your Tax Returns
Podcast – Forgiveness Of Coronavirus PPP Loans For Sole Proprietors Limited To 73.85%
Webinar – Coronavirus PPP, SBA EIDL and Unemployment – Everything Sole Proprietors Need To Know
Memo – Forgiveness Of Coronavirus PPP Loans For Sole Proprietors Limited To 73.85%
Memo – Coronavirus Economic Impact Payment Information Center
Memo – Coronavirus Stimulus Payments. When Should I Receive Mine?
Memo – NON Customer PPP Applications Being Accepted By Valley National Bank! See Inside Act Fast!
Memo – Coronavirus Tax Relief for Businesses and Non-Profits
Podcast – Pelosi Is Ruining Your Business – #pelosiisruiningmybusiness
Memo – NJ Sole Proprietors – Coronavirus NJ Unemployment Instructions Inside
Memo – Non Tax Filers, Apply Here To Get Your Stimulus Check
Podcast – Things To Ask Your Investment Advisor About The Coronavirus Stock Market Correction
Memo – Things To Ask Your Investment Advisor About The Coronavirus Stock Market Correction
Memo – Details Of The Coronavirus Relief Bill, The CARES Act
Memo – Coronavirus Individual Stimulus Payments Information
Memo – Coronavirus Stimulus Bill Details For Businesses
Coronavirus Live Tax Update With Chris Whalen, CPA
Memo – SBA Business Disaster Loan FAQ
Memo – Drive Up Tax Meeting Area Available During Coronavirus Outbreak
Memo – State Tax Filing Guidance For Coronavirus Outbreak
Memo – Coronavirus Business Interruption Loans Being Offered By The SBA
Memo – Tax Filing & Tax Payment Deadlines Extended To July 15th, June 30 If NJ Resident
Podcast – Tax Filing & Tax Payment Deadlines Extended To July 15th.
QUARANTINED FOR CORONAVIRUS? ORGANIZE YOUR TAX INFO!
Podcast – Trump Tax Plan Analysis – % Tax Savings 2018 vs 2017
Podcast – IRS Is Increasing Home Visits! How To Avoid Them Knocking On Your Door
Article – Chris Whalen, CPA Interviewed On Student Loans And Consumer Debt
Podcast – 5 Reasons Why You Should Have A CPA Prepare Your Income Taxes
Podcast – Standard Deduction v Itemized Deductions What You Need To Know
Memo – Independent Contractor Questionnaire From NJ, Fill One Out And See If You Qualify
Podcast – Is Your CPA / Tax Preparer Elderly? What Happens If They Pass Away?
Interview – Tax and Business Update with Chris Whalen, CPA & David Crossan January 2020
Memo – Understanding Charitable Donations Of Cryptocurrency
Memo – Does Your CPA / Tax Preparer Keep Your Personal Data In The Cloud?
Podcast – Steps To Confirm You Are An Independent Contractor (Subcontractor) Or Are Paying One
Memo – Steps To Confirm You Are An Independent Contractor (Subcontractor) Or Are Paying One
Podcast – The NJ Sweeney Bills (S4204 & A5936), Analysis and Q & A With A CPA
Podcast – The 2020 W4 Is Here! Follow This Guide So You Don’t Make A Withholding Mistake
Memo – Business Owners – Your To Do List BEFORE 12/31
Podcast – Youtube Rules Are Changing, Your Gmail, Google Drive & Youtube Accounts May Be At Risk
Podcast – URGENT! NJ Business Owners The Sweeney Bill (S4204/A5936) Must Be Stopped!
Podcast – Crypto Traders, The IRS Is Gaining Access To Your International Accounts
Memo – Crypto Traders, The IRS Is Gaining Access To Your International Accounts
Podcast – Rental Real Estate Now May Qualify For The (QBI) Qualified Business Income Deduction
Podcast – 1099-NEC Will Replace 1099-MISC For (NEC) Non-Employee Compensation
Memo – 1099-NEC Will Replace 1099-MISC For (NEC) Non-Employee Compensation
Memo – The Work Opportunity Tax Credit Can Save Your Company Thousand$
Podcast – How can WeWorks’ Problems Benefit Your Company?
Memo – How can WeWorks’ Problems Benefit Your Company?
Memo – Partner or Stockholder? Are You Given A Full Copy Of That Company’s Tax Return At Year End?
Seminar – Real Estate Agent / Brokers – Understanding The Tax Code Helps You Sell More Houses
Podcast – Analysis of Elizabeth Warren’s Wealth Tax
Memo – Analysis of Elizabeth Warren’s Wealth Tax
Livestream – Income Tax, Accounting & Business Q & A, Ask Me Anything Oct 3, 2019
Memo – 2019 FLSA Overtime Final Rule Changes: 5 Key Facts
Podcast – Tax Memo – Is Sugar Baby Income Taxable?
Tax Memo – Is Sugar Baby Income Taxable?
Podcast – Tax Research – Is A Monetized Installment Sale Approved By The IRS?
Tax Research – Is A Monetized Installment Sale Approved By The IRS?
Podcast – NJ Short Term Rental Owner? Using Airbnb, VRBO, HomeAway or TripAdvisor?
Podcast – News Analysis For Business Owners Episode 1
Memo – Business Owners, Get A Google Verified Business To Boost Your SEO Rankings
Memo – Failed To Report Crypto Transactions? The IRS Will Be Contacting You
Memo – UBI (Universal Basic Income) Already Exists In America, And It Has Disenfranchised Millions
Memo – Contact Gov Murphy To Sign The Repeal Of The NJ Short Term Rental Sales Tax!
Interview – Tax Update with Chris Whalen, CPA and David Crossan, CFP, July 2019
Memo – Beware Of These New IRS Related Scams
Memo – NJ’s Minimum Wage Increasing on July 1, 2019 and Will Climb To $15.00 Per Hour In 2024
Memo – New York State Budget Summary of Sales Tax Changes 2019-2020
Podcast – Real Estate Agents and Flippers! Zillow Is Coming For Your Income
Memo – Real Estate Agents and Flippers! Zillow Is Coming For Your Income
Memo – Solar Credits For Rental Properties? Many Aren’t Aware!
Memo – Waiting On A Tax Refund? Check The Status Here
Podcast – NJ Short Term Rental Owner? Using Airbnb, VRBO, HomeAway or TripAdvisor?
Memo – NJ Short Term Rental Owner? Using Airbnb, VRBO, HomeAway or TripAdvisor? Read On
Podcast – Married? Maybe You Should Be Single!
Memo – Married? Maybe You Should Be Single!
Interview – Tax Reform Update with Chris Whalen, CPA and David Crossan, CFP, Feb 2019
Podcast – Refunds Lower? Most Likely It Does NOT Mean Your Taxes Have Increased
Memo – Refunds Lower? Most Likely It Does NOT Mean Your Taxes Have Increased
Interview – Tax Talk with Chris Whalen, CPA & Styxhexenhammer666
Interview – Topic – NJ Short Term Rental Sales Tax – with Chris Whalen, CPA and Realtor Carly Ringer
Memo – Opportunity Zones Frequently Asked Questions
Ted Talk – Podcast – Do The “Rich” Pay Their Fair Share Of Taxes?
Podcast – The Government Shutdown and Your Taxes
Memo – The Government Shutdown and Your Taxes
Podcast – Is Your S-Corp Saving You Taxes or Helping Evade them?
Tax Memo – Is Your S-Corp Saving You Taxes or Helping Evade them?
Memo – Business Owners! Remember To Take A Picture Of Your Odometers On New Year’s Day
Podcast – Tax Reform Case Study – Self Employed / Business Owner 199A Deduction
Podcast – Crypto Currency Year End Tax PlanningTax Memo – Crypto Currency Year End Tax Planning
Interview – Chris Whalen, CPA with David Crossan, CFP 2018-1128
Tax Memo – See How Tax Reform (Tax Cuts and Jobs Act) Affects Your Business
Memo – NJ Amnesty Letter – Did You Get One?
Interview – NJ-ROI Interviews Chris Whalen, CPA on NJ’s Amnesty Program
Tax Update Interview – Chris Whalen, CPA Interview with Styxhexenhammer666
Podcast – The Student Loan Crisis – Analysis, Perspective, Recommendations & The Hidden 1%
Podcast – What Entity Type Is Best When Seeking Venture Capital?
Podcast – If The Stock Market Crashes or Corrects, Are You Positioned Correctly?
Memo – If The Stock Market Crashes / Corrects, Are You Positioned Correctly?
Podcast – Do You Have A “Side Hustle?”, This Podcast Is For You
Tax Memo – Do You Have A “Side Hustle?”, This Memo Is For You
Interview With David Crossan, CFP
Podcast – NJ Short Term Rentals Now Subject to Sales Tax
Tax Memo – NJ Short Term Rentals Now Subject to Sales Tax
Podcast – Tax Planning Is The Most Important Part of Financial Planning
Tax Memo – Tax Planning Is The Most Important Part of Financial Planning
Podcast – Tax Reform – Alimony Tax Treatment Is Changing
Memo – Tax Cuts and Jobs Act – Section 199A – Deduction for Qualified Business Income FAQs
Memo – 529 Plans Get New and Exciting Options
Memo – 2017 Taxes Still Not Done? Time Is Running Out To File!
Video Memo – Tax Reform – Post Card – 7 Forms Instead of 1 Is Simplification?
Tax Memo – Are You Eligible For Trump’s Passthrough Tax Reduction?
Tax Memo – Disabled People Can Put More Into ABLE Accounts, May Also Get More Saver’s Credit
Tax Memo – ITIN Expiring? Renew It ASAP
Tax Memo – New 2018 Depreciation Rules
Memo – Business Owners, Your Quickbooks Files Are Your Property, Not Your Accountant’s
Memo – Beware of Radio/Internet Ads Promising Tax “Relief”
Radio Interview – Crypto Currency, NJ Refunds, Payroll Deductions, Unreimbursed Expenses
Tax Memo – Some NJ Refunds Are Very Delayed This Year
Interview – Crypto (Virtual) Currency and Income Taxes
Crypto Memo – Yes, You Should Report Your Cryptocurrency Trades On Your Tax Return
Tax Memo – Partnerships & S Corps Are Due March 15th, NOT April 15th
Crypto Memo – Coinbase To Report User Information To The IRS, Other Exchanges Will Follow Suit
Memo – Can’t Pay Your Taxes? – There Are Options!
Memo – The Tax Savings From Tax Reform Could Offset Rise in Mortgage Rates
Watch my Youtube interview with Styxhexenhammer666
Tax Memo – Common IRS Tax Filing Myths
Tax Memo – Mortgage Insurance Premiums ARE Deductible In 2017 – Legislation Was Passed Extending
Tax Memo – Check Your Pay Stubs For Accuracy! – Payroll Tax Tables Have Changed
Tax Memo – Mortgage Insurance Premiums May Still Be Deductible In 2017
Memo – Options For Paying Your Federal Taxes
Tax Memo – Crypto (Virtual) Currency Income Tax Q&A
Tax Reform Update – Child Tax Credit – Millions More Are Now Eligible
Tax Reform’s Impact – Case Study #4
Tax Reform’s Impact – Case Study #1
Tax Season 2017 Is Here! See Attached Client Letter and Checklist!
Memo – Professional Relationship Inventory
Memo – NY and NJ Minimum Wage Changes for 2018
Trump Tax Plan Final Version Issued – Highlights Inside
Tax ALERT! – Hotmail Users Targeted For Tax Scam
Tax Memo – Have “Unreimbursed Business Expenses?”, Ask For A Raise Immediately
Tax Memo – NJ Sales Tax Is Changing January 1
Trump Tax Plan – Make Your 4th State Estimated Payment By December 31, not January 15
Memo – NJ MAMApreneur Networking
Memo – Were You a Client of MVP Financial or Scott Newsholme?
Memo – Tax Records Lost? Rebuild Them Using This Informative Memo
Trump Tax Plan – Alimony Deduction to be ELIMINATED under Trump Tax Plan after 2018
Tax Memo – Read The Entire Tax Cuts and Jobs Act
Memo – If You Will Not Have Full Year Health Coverage in 2017, Read This Memo Now
Memo – Top 10 Tax Facts if You Sell Your Home
Still Not Filed Your 2016 Taxes? Time is Running Out! October 15th Is Quickly Approaching!
Memo – Could Your Employees Benefit From a Custom Tax, Accounting and Business Presentation?
Memo – Puerto Rico Hurricane Victims Tax Relief
Tax Memo – Moving Expenses May Be Deductible
Memo – Hurricane Victims May Qualify For Hardship Loans and Distributions From Retirement Accounts
Memo – Original and Extended Tax Return Due Dates
Tax Memo – Do You Have A Business Or A Hobby?
Memo – Medicaid Look Back Period – Plan Now, Not Later
Hurricane Harvey Disaster Relief Information
Tax Memo – Gambling Winner? Loser? Read These Tax Tips
Memo – Alimony – Paying It? Receiving It? You Need Tax and Financial Planning
Memo – 5 Myths of Long Term Care Insurance
Tax Memo – Newlywed? Finish that Champagne, Then Read These Important Tax Tips
Tax Memo – Seniors and Retirees – This Memo’s For You
Tax Memo – Shared Economy Issues – UBER, AIRBNB & Other Entrepreneurs
Memo – President Trump’s Report Card, Mid-Year 2017
Podcast – Seminar on Internal Controls and Fraud Mitigation
Podcast – Gender Pronouns & The Reality of Street Level Business
Tax Memo – IRS Scammers Are Back With a New Way to Steal Your Money
Tax Memo – Worried Everyday That The IRS Will Be Knocking On Your Door?
Tax Memo – IRS Expands Individual Online Info Available
Watch an informative seminar on Internal Controls and Fraud Mitigation given by Chris Whalen, CPA
Tax Memo – Filing Taxes Late? Be Ready for Interest and Penalties
Veterans’ Tax Memo – Military Family Tax Relief Act – Know Your Veteran Benefits
Tax Memo – IRS Agents Can Visit Your Home or Office – Be Prepared
Memo – Tips to Prepare for Hurricanes, Floods and Other Natural Disasters
Memo – Debt Consolidation Options When Banks Have Rejected You
Memo – Benefits of Real Estate Investing
Memo – Title Insurance – Things You Need to Know
Tax Memo – Early Withdrawals from Retirement Plans
Memo – Trump Tax Plan Update #1
Tax Memo – IRS Now Using Private Debt Collectors Sometimes
It’s April 15th and Your Taxes Aren’t Done! Now What?
Tax Memo – Form 2106 – Employee Business Expenses – Top Tips
Memo – Disability Income Planning – Vital For Your Family
Tax Memo – It’s April 1st (My Birthday) Only 14 Days Until Tax Day!
Tax Memo – Extensions DO NOT Postpone Paying Your Taxes Due on April 15th
Tax Memo – IRS Refund Myths Debunked & Where’s Your Refund?
Tax Procrastinators! Yes You! April 15th Is Quickly Approaching!
Tax Memo – Debt Cancellation May be Taxable
Memo – FAKE NEWS! (well, fake tax news)
Memo – Real Estate Agents – Trump’s Tax Plan Is Great For You
Interview – Trump Tax Planning with Chris Whalen, CPA
Memo – Reasons to Consider Refinancing Now, As Opposed to Later
Memo – Are You Being Bernie Madoff-ed?
Tax Memo – Dangerous W-2 Phishing Scam Evolving
Memo – Does Your CPA Keep Your Personal Data In The Cloud?
Tax Memo – File A NYS Return? You Must Now Give Your Driver’s License #
Memo – Special Needs Child Approaching 18?
Memo – Subcontractors v. Employee Classification – There Are Rules!
Tax Memo – Is Your Gift Taxable?
Mortgage Memo – FHA To Cut Mortgage Insurance Premiums
Tax Memo – SNOWED IN? ORGANIZE YOUR TAX INFO!
Tax Memo – 2017 Mileage Rate is 53.5 cents Per Mile
Memo – W2 Missing? Here’s What To Do
Tax Memo – 2017 NJ Sales Tax Rate is now 6.875%
Tech Memo – Parents, Teens and Smartphones
Tax Memo – Earned Income Tax Credit – Avoid These Common Errors!
Tax Memo – Tax Tips for Newlyweds
Memo – Great Xmas Gift for Dads and Dad-To-Be!
Crazy But Legal Income Tax Deductions – CPA Monmouth
Tax Memo – Year End Tax Tips! Trump is Coming!
Tax Memo – Students Beware! – New Scam Is Targeting You!
Memo – Think You’re Middle Class? You Probably Aren’t
Tax Memo – Beware of Fake IRS Tax Bill Notices
Tax Memo – 2017 Pension Plan / IRA / 401K Limitations
How to Choose an Accountant: 7 Questions to Ask – Accountant Red Bank
Post 2016 Election Roundtable with Chris Whalen, CPA
Memo – Underground Storage Tank? Don’t Panic, You Might be Covered
Tax Memo – Does Your CPA Keep Your Personal Information In The Cloud?
Tax Memo – Tax Benefits Increasing in 2017
Memo – In A 401K? Check Your Fees TODAY
Election Memo – NJ Voters – VOTE YES TO DEDICATE GAS TAX TO TRANSPORTATION ONLY
Tax Memo – FBAR – Things You Need to Know
Memo – You Need A Business Line of Credit – Here’s Why
Tax Memo – FAQ on Capital Gains, Losses and Sale of Home
Tax Memo – 2017 Tax Rates Announced by IRS
Tax Memo – What Entity Type Is Best When Seeking Venture Capital?
Memo – Please Become a Blood Donor!
Tax Memo – Identity Stolen? Take These Steps Immediately
Tax Memo – 2017 IRS Refunds Will Be Delayed – Plan Now
Tax Memo – Afraid To File Your Taxes? Don’t Be!
Tax Memo – What Medical Expenses Can You Deduct?
Tax Memo – Rollovers from IRAs and Pension Plans – Timing is Everything
Tax Memo – Charitable Contributions – My Top Tips
Tax Memo – The IRS WILL NOT Email You, Ever.
Tax Memo – Death and Tax Refunds
Tax Memo – W2 and 1099 Filing Deadlines have changed for 2016
Tax Memo – Five Tips on Estimated Tax Payments
Tax Memo – Do You Have Qualifying Health Care Coverage?
EBook – NJ Real Estate Exit Tax by Chris Whalen, CPA
Tax Memo – Back to School Tax Tips
Tax Memo – IRS Tax Refunds – Your Questions Answered
Memo – A Trump Presidency is Better for the Middle Class and Business
Memo – The IRS Will NOT Call You! Scam Phone Calls Are on The Rise!
Tax Memo – 10 Tips on Amending a Tax Return
Tax Memo – Five Tips For Starting a Business
Tax Memo – Charitable Contributions – Do These Trigger an IRS Audit?
Tax Memo – Need Your IRA Money Early? You Can Avoid Penalties
Click here to read what our clients say about us —> Chris Whalen, CPA Reviews
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Please reach out to me without hesitation with any tax, business or accounting question, and to schedule a consultation.
Tax Laws are complex.
It is very easy to make mistakes that can incur penalties.
Do you have a Tax, Accounting or Business Question?
Call Me Immediately. (732) 673-0510.
Is your CPA or Attorney
ignoring your Phone Calls and Emails?
Call Me Immediately. (732) 673-0510.
Remember,
“If We Aren’t Working For You, Then You Aren’t Working At Your Best”
Chris Whalen, CPA
(732) 673-0510
79 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com
