From our industry experts and leaders-Walz Group CPA

Resources

Walz Insights 

Case Studies 

Industry News 

Walz Group News 

Trending Ideas

How to Determine If Long-Term Care (LTC) Insurance is Right for You?

The cost of senior care is expensive, and LTC insurance can help cover those costs. In this post, you can find out the cost of long-term senior care, eligibility requirements, tax advantages, and...

Use Audits to Assess Your Organization’s Financial Health

As not-for-profit organizations face both public and government scrutiny, this article provides insight into internal and external audits, how to prepare for an audit, and the importance of your...

C Corporations: Shareholders Compensation vs. Dividends

How to determine reasonable compensation for C Corporations? Follow this post for the basics of owner’s compensation, double taxation of disguised dividends, and a checklist of factors the IRS uses...

Recent Posts

How to Determine If Long-Term Care (LTC) Insurance is Right for You?

The cost of senior care is expensive, and LTC insurance can help cover those costs. In this post, you can find out the cost of long-term senior care, eligibility requirements, tax advantages, and...

Use Audits to Assess Your Organization’s Financial Health

As not-for-profit organizations face both public and government scrutiny, this article provides insight into internal and external audits, how to prepare for an audit, and the importance of your...

C Corporations: Shareholders Compensation vs. Dividends

How to determine reasonable compensation for C Corporations? Follow this post for the basics of owner’s compensation, double taxation of disguised dividends, and a checklist of factors the IRS uses...

How to Find Tax-Savings When it Comes to Sec. 1031 Exchanges?

Sec. 1031 exchanges can be complex and have strict rules to follow. Find out how it works, specific qualifications, and how to maximize valuable tax breaks and savings. Get all the details in this...

Tax Burdens: How Does Your State Measure Up?

Are you retiring, a remote worker, or just thinking about relocating? Do not forget about taxes when making these decisions, as where you live can have a major impact on your tax bill. In this post...

Elisabeth Gustafson Joins Walz Group

Walz Group is pleased to welcome Elisabeth Gustafson as a staff accountant on the Assurance team. Elisabeth is a graduate of Albright College with a degree in accounting. Fun fact, Elisabeth comple...

Tax & Compliance Implications for Business Entities

Are you struggling to choose the right entity for your business? This post takes a deep dive into five common business structures and how each entity differs as it relates to taxes, paperwork, and...

Walz Group Summer 2025 Assurance Intern-Kibson Elmore

Please welcome our second 2025 summer assurance intern Kibson Elmore. Kibson just finished his junior year at Brigham Young University (BYU) in Provo, Utah and is majoring in Accounting.

Property and Casualty Insurance: Do You Have the Right Coverage?

Disaster (accident, burglary, fire, storm, lawsuit, etc.) can strike at any moment, having the right property and casualty insurance is key to protecting your property and wealth. Be sure to follow...

Electric Vehicle and Homeowner Tax Credits Ending After 2025

Now is the time to make energy-efficient home improvements or buy an electric vehicle (EV) to claim incentives before they disappear. In this post, you will find what will change under the proposed...

Why You Should Be Using QuickBooks’ Bill Pay Tools

QuickBooks bill pay tools can help enter bills, set reminders, and quickly organize your accounts payable. Find out how this tool works and with a couple of clicks, you can have your business...

Tax Law: Recovering Losses from Financial Scams

If you fall victim to certain fraud schemes, you may be eligible for tax relief on certain losses. Check out this post for examples of common scams and the requirements to qualify for tax relief.

Trusts and Estates: How Income Distributions are Taxed

The tax law can be complex when it comes to income distributions from trusts and estates. Follow this article to find out principal vs. income distributions, distributed net income, capital gains...

Office Hours Memorial Day 2025

Our office will be closed on Friday, May 23rd and Monday, May 26th in honor of Memorial Day.

Eight Major Life Events That Affect Your Taxes

Certain life events such as marriage, divorce, children, and other significant changes can affect your financial situation. It is never too early to begin tax planning...

Tax Implications for Business Owners Transferring Ownership to the Next Generation

Are you a business owner ready to take a step back, retire, or even pass the business down to a family member to create a legacy? Be aware of the federal tax implications when transferring ownership.
Load More

Learn more about the full array of financial products and services we provide.

Back to All Services