Podcast – Crypto Currency Year End Tax Planning
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Crypto Currency Year End Tax Planning Do you [...]
Tax Memo – Crypto Currency Year End Tax Planning
To listen to the podcast version of this memo, click here https://youtu.be/_b9zF8iDuAk To read my detailed memo on crypto first, click here https://tinyurl.com/y7slxsx7 Already have questions? Call me on (732) 673-0510 [...]
Interview – Chris Whalen, CPA with David Crossan, CFP 2018-1128
Click the video below to listen to the discussion between Chris Whalen, CPA and David Crossan, CFP where they discuss. The Student Loan Crisis 20% Deduction - Qualified Business Income [...]
Tax Memo – See How Tax Reform (Tax Cuts and Jobs Act) Affects Your Business
The Tax Cuts and Jobs Act, enacted in December 2017, affects nearly every business and individual in 2018 and the years ahead. As a small business or self-employed taxpayer, you [...]
Memo – NJ Amnesty Letter – Did You Get One?
NJ has sent Amnesty Letters to 750,000 businesses and individuals, who they think might qualify. NOTE: Amnesty Full Details and Criteria Below These letters will have an Amnesty ID [...]
Interview – NJ-ROI Interviews Chris Whalen, CPA on NJ’s Amnesty Program
Click the link to read the article. State’s tax amnesty program begins Thursday, will run through Jan. 15 Get my memos in your inbox by clicking here ---> http://eepurl.com/7rJdT Click [...]
Tax Update Interview – Chris Whalen, CPA Interview with Styxhexenhammer666
Click the video below to listen to the discussion between Chris Whalen, CPA and Styxhexenhammer666 where they discuss. Income Tax Update - Analysis, Impact and Guidance on Trump's Tax Reform [...]
Podcast – The Student Loan Crisis – Analysis, Perspective, Recommendations & The Hidden 1%
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: The Student Loan Crisis, Analysis, Perspective, Recommendations & The Hidden [...]
Podcast – Tax Reform Saved My Clients Over $3Million in 2018
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Tax Reform Saved My Clients Over $3Million in [...]
Memo – Tax Reform Saved My Clients Over $3Million in 2018
To listen to the podcast version of this memo click here –> Podcast Version As Tax Season 2018 is approaching, I wanted to give another update on how Trump's Tax [...]
Podcast – New Jersey Real Estate Agents CAN file as an S Corp or an LLC
NJ Passed Bill S3590 CLICK HERE to read. In 2023, the regulations will change, and I anticipate this being official by the fall of 2023. It would seem in [...]
Podcast – What Entity Type Is Best When Seeking Venture Capital?
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: What Entity Type Is Best When Seeking Venture [...]
Podcast – If The Stock Market Crashes or Corrects, Are You Positioned Correctly?
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: If The Stock Market Crashes or Corrects, Are [...]
Live Seminar – Tax Update For Real Estate Agents & Brokers
Watch this informative live seminar where Chris Whalen, CPA discusses: Tax Update For Real Estate Agents & Brokers Do you have questions? Call me: 732-673-0510. Get my memos in [...]
Podcast – Do You Have A “Side Hustle?”, This Podcast Is For You
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Side Hustle & Gig Economy Tax Issues Do [...]
Interview With David Crossan, CFP
Listen to this informative interview with Chris Whalen, CPA as he discusses: 20% Deduction – Qualified Business Income Check Adequacy of Deductions Expanded Use Of 529 Funds Tax Postcard [...]
Podcast – NJ Short Term Rentals Now Subject to Sales Tax & State Occupancy Fees
This law is repealed BUT – THIS WILL NOT BE RETROACTIVE TO 10/1/2018. From 10/1/2018 through August 9, 2019, there is still an obligation to pay the short term rental [...]
Podcast – Trump Tax Reform – Alimony Tax Treatment Is Changing
Click the video below to listen to this informative podcast with Chris Whalen, CPA where he discusses: Trump Tax Reform - Alimony Tax Treatment Is Changing Get my memos [...]
Memo – Tax Cuts and Jobs Act – Section 199A – Deduction for Qualified Business Income FAQs
Basic questions and answers on new 20-percent deduction for pass-through businesses Below are answers to some basic questions about the new 20-percent deduction for pass-through businesses. Also known as [...]
Memo – 529 Plans Get New and Exciting Options
529 plans are a great vehicle to save for college tuition. Tax reform has enhanced and expanded the use of 529 funds. What is a 529 plan? A 529 [...]
Memo – 2017 Taxes Still Not Done? Time Is Running Out To File!
If your 2017 Business or Personal Tax Returns are note done yet, please contact me as time is running out to file on time. Call me now (732) 673-0510 [...]
Interview – Topics Discussed – NJ Tax Amnesty, Alimony Changes, Tax Post Card, Timing Charitable Giving, Qualified Business Income
Listen to this informative interview with Chris Whalen, CPA as he discusses NJ Tax Amnesty, Alimony Changes, Tax Post Card, Timing Charitable Giving, Qualified Business Income Get my memos [...]
Podcast – Trump Tax Reform – Post Card – 7 Forms Instead of 1 Is Simplification?
Listen to this informative podcast from Chris Whalen, CPA as he discusses Trump Tax Reform - Post Card - 7 Forms Instead of 1 Is Simplification? Get my memos [...]
Tax Memo – Are You Eligible For Trump’s Passthrough Tax Reduction?
Trump's Tax Plan includes a Qualified Business Income (QBI) Deduction. This deduction gives up to a 20% deduction on certain business income and uses sometimes complicated formulas. This deduction [...]
Tax Memo – Disabled People Can Put More Into ABLE Accounts, May Also Get More Saver’s Credit
People with disabilities can now put more money into their tax-favored Achieving a Better Life Experience (ABLE) accounts and may, for the first time, qualify for the Saver’s Credit [...]
Tax Memo – ITIN Expiring? Renew It ASAP
What is an ITIN? An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service. The IRS issues ITINs to individuals who are [...]
Tax Memo – Latest Depreciation Rules
The Tax Cuts and Jobs Act, signed Dec. 22, 2017, changed some laws regarding depreciation deductions. Do you have questions? Call me: 732-673-0510. Businesses can immediately expense more under [...]
Memo – Business Owners, Your Quickbooks Files Are Your Property, Not Your Accountant’s
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Important Update! NY SUPREME COURT ORDERS CPA TO PROVIDE [...]
SEMINAR – May 30, 2018 “Structuring Optimal Shore Investment and Rental Property Strategies Under The 2018 Tax Act.”
Weds., May 30, 2018, 6pm LBI - Ocean County Library 217 S Central Ave Surf City, NJ 08008 RSVP to: chriswhalencpa@gmail.com Get my memos in your inbox by clicking [...]
Interview – Chris Whalen, CPA with Joel Markel, Preferred Company 2018-0501
Listen to this informative interview with Chris Whalen, CPA as he discusses the 2018 tax changes with Joel Markel. Get my memos in your inbox by clicking here ---> http://eepurl.com/7rJdT [...]