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Solo 401(k) vs. SIMPLE IRA: What’s Right for Your 2025 Retirement Strategy?

Big tax savings, flexible contributions, and long-term growth—but which plan delivers more? If you're self-employed or run a small team, this comparison helps you pick the smarter path to retiremen...

What to Expect in a Deposition: How to Prepare and Protect Yourself

Being called to give a deposition can feel intimidating, but preparation is key. Depositions are a critical part of the discovery process, and what you say under oath can directly impact the out...

Why Every Business Should Consider an Accountable Plan

Business expenses like travel, meals, and supplies are common—but how you reimburse them can have major tax consequences. With recent tax law changes eliminating deductions for unreimbursed employe...

Recent Posts

Solo 401(k) vs. SIMPLE IRA: What’s Right for Your 2025 Retirement Strategy?

Big tax savings, flexible contributions, and long-term growth—but which plan delivers more? If you're self-employed or run a small team, this comparison helps you pick the smarter path to retiremen...

What to Expect in a Deposition: How to Prepare and Protect Yourself

Being called to give a deposition can feel intimidating, but preparation is key. Depositions are a critical part of the discovery process, and what you say under oath can directly impact the out...

Why Every Business Should Consider an Accountable Plan

Business expenses like travel, meals, and supplies are common—but how you reimburse them can have major tax consequences. With recent tax law changes eliminating deductions for unreimbursed employe...

Selling the Family Business: How to Do It the Tax-Smart Way

When it’s time to sell a family business, the stakes are high—not just emotionally, but financially. Proper planning and smart tax strategies can make a significant difference in how much of the...

Priscilla Bonet Joins Walz Group

Walz Group is pleased to announce the addition of Priscilla Bonet as a Bookkeeper on our EasyKeep team. Priscilla is a graduate of Bryant College in Smithfield, Rhode Island, where she earned her...

Tax-Savvy Strategies for Seniors and Near-Retirees

Older taxpayers may qualify for powerful tax-saving opportunities, including higher contribution limits, charitable giving strategies, and medical expense deductions. Learn how to take advantage of...

Work Opportunity Tax Credit: A Win-Win for Employers and Employees

In today’s competitive labor market, finding the right employees can be tough. The WOTC provides a powerful incentive for hiring individuals from eligible groups, helping businesses strengthen thei...

Cybersecurity and Your Retirement Plan: What Sponsors Must Know

While many organizations invest heavily in protecting employee and customer data, qualified plans are often left out of cybersecurity discussions—but they shouldn’t be. From data breaches to asset...

Think Like a Lender: Strengthen Your Business Loan Strategy

Need capital to grow your business? With banks becoming more selective, business owners must be strategic when applying for loans. Before approaching a bank, it’s critical to understand how lenders...

How to Take Money Out of Your C Corporation Without Paying Twice

C corporations offer many benefits—but withdrawing cash can be costly if done wrong. Fortunately, there are tax-smart ways to avoid double taxation. From shareholder loans to leasing arrangements...

QuickBooks: 4 Custom Settings Every Business Should Explore

Whether you're new to QuickBooks Online or an experienced user, diving into the Sales, Expenses, Time Tracking, and Advanced settings can unlock powerful customization options. Follow this post to...

ESOPs: A Tax-Efficient Path for Business Owners in 2025

For family business owners looking to transition ownership while minimizing tax impact, selling corporate stock to an Employee Stock Ownership Plan (ESOP) offers a powerful solution. Under current...

Large Cash Payments Could Trigger IRS Filings—Are You Prepared?

If your business accepts cash payments over $10,000, you may be required to file Form 8300—and the rules just got stricter. From car dealers to construction contractors and gig workers, many busine...

Labor Day 2025

In observance of the Labor Day holiday, our office will be closed on Friday, August 29th and Monday, September 1st. We look forward to reconnecting with you after the break.

Hiring Smart: Unlock Tax Savings with the Work Opportunity Tax Credit

Looking to grow your team and trim your tax bill? The Work Opportunity Tax Credit (WOTC) offers a powerful incentive for hiring individuals from specific target groups—including veterans, SNAP rec...

Walz Group is Proud to Support Ben & Tim Day 2025

Walz Group is a proud sponsor of Ben & Tim Day 2025! Both Robin and Dan survived the heat and enjoyed participating in this event and 5K.

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