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Recent Posts

Managing Remote Employees: Five Issues Business Owners Should be Aware of

When it comes to managing remote employees, business owners should be aware of these five issues and consider the pros and cons of working from home

8 Financial Management Tips for Women in Today’s Workforce

If you are a woman looking for money management tips in today’s challenging and ever-changing workforce, follow these eight steps to effectively take control of your finances

What Can Your Business Do Now to Lower Taxes for 2024?

This is the time of year to evaluate how your business is operating and examine what options you can take now to lower your 2024 taxes.

Walz Group Volunteer Takeover at the Lancaster County Food Hub, Part 1

Walz Group Volunteer Takeover at the Lancaster County Food Hub, Part 1

529 College Savings Account Withdrawal Options

Have a child or grandchild getting ready for college? Find out the advantages of a 529 plan and the rules and regulations for using the account and withdrawing funds

Retirement Plan Options for a Self-Employed Business Owners

Self-employed and small business owners looking to make tax-saving contributions to their retirement plan should check out a solo 401(k) plan and a defined benefit pension plan

Independence Day 2024

Happy Independence Day from Walz Group

Tax Planning to Consider in the Event of a Divorce

There are important tax planning options to consider if you are getting divorced and selling a home. Find out if you can take advantage of the valuable home sale gain exclusion

Cost of Starting a Business and How Does It Affect You From a Tax Perspective

If you started a business or are looking to start a business, take notice of the start-up costs, expenses, and tax rules. In this article, you will find key details on deduction rules

Do You Have a Family Member with a Disability? Try a Tax-Favored ABLE Account

If you have a family member with a disability, have you considered an Achieving a Better Life Experience (ABLE) account? ABLE accounts have complex tax rules and regulations to follow

Using Corporate Jets For Personal Use: Stay Off the IRS’s Radar

If you or your company use a corporate aircraft for personal use, make sure you comply with the IRS and avoid any turbulence with the tax law

How to Plan for Taxable Gains and Losses

Businesses need to understand the tax rules and laws when it comes to gains and losses when selling major assets. Follow this article to find out more:

Tax Law for Deducted Medical Expenses

Under the tax law, medical expenses can be deducted from your tax return if they exceed 7.5 % of your adjusted gross income (AGI). Follow this article to find out the requirements

Your 401(k) Is Maxed Out – Now What?

Retirement Planning: If you maxed out your 401(k), there are several retirement saving options available to invest in to boost your retirement savings

Six Common Scams that Target the Elderly: Don’t Take the Bait

This article goes over six common scams that target the elderly and offers helpful tips to protect and prevent falling victim to these fraud schemes

Find Out if You Qualify for the 0% Tax Rate for Capital Gains and Dividends

Find out if you or your loved one qualifies for the 0% federal income tax rate on long-term capital gains (LTCGs) and dividends.

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