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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...

Recent Posts

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.

Why Construction Firms Must Invest in Bookkeepers

Many bookkeepers in the construction industry lack the specialized knowledge needed to produce accurate financial statements, especially when year-end rolls around. Construction bookkeeping requir...

Protecting Your Business: The Do’s and Don’ts of Using Independent Contractors

The IRS and state agencies are watching closely. If your business uses independent contractors, understanding the rules is crucial. Follow this post as it outlines the key factors that determine...

QBI Deduction: A Lifeline for Small Business Owners

The Qualified Business Income (QBI) deduction—originally set to expire in 2025—has now been made permanent, offering long-term tax savings for eligible small business owners. Here's what you need...

The End of Paper Checks: What the IRS’s Digital Shift Means for You

Beginning September 30, 2025, the IRS, Social Security Administration, and other federal agencies will eliminate paper checks, moving to a fully electronic payment system. Check out this post to...

Seeing the Big Picture: How to Use QuickBooks for Strategic Financial Insights

QuickBooks isn’t just a tool for tracking transactions—it’s a powerful window into your business’s overall financial health. Try learning from the Insights Page, use Snapshots in your accounting...

Walz Group Annual Summer Event 2025

Our firm celebrated at the Lancaster Stormers for our annual summer event. It is always a great time when we all get together and celebrate as a team outside of the office. It was a grand slam of...

Women Are the Future of the Manufacturing Industry

The manufacturing sector is lacking in women in high-level positions. Here are five best practices to attract and retain women for skilled and high-level positions to continue to move the industry...

Zackery Donlen Joins Walz Group

We are excited to announce the addition of Zackery Donlen as a Staff Accountant joining the Assurance Team.

PICPA 38th Annual Volleyball Tournament

Walz Group had two teams compete in the 2025 38th Annual PICPA Volleyball Tournament!

Tips to Keep Your Employee Benefit Plans Healthy

Is it time to review your company’s benefits? Follow this post to stay in compliance and explore nine key ways you can keep your benefit plans healthy and help your company save money. Find out...

Update On Social Security Benefits and Tax Law Changes

Recently, the Social Security Board of Trustees released its 2025 Annual Report. Follow this article to find out what the report revealed and more about social security benefits, including whether...

QuickBooks Online: How to Create Accurate Customer Profiles

It is important to take the time to enter your customers' profiles in QuickBooks either by manually entering each record or importing the customer files. Once you have completed customer records...

Tax Obligation: How to Properly Report the Cost of Goods Sold (COGS)

If your business manufactures or sells goods, it is important to know what COGS is, how to calculate it and ensure accurate reporting, and what accounting method to choose. Follow this post to find...

QuickBooks: Tips and Tools

QuickBooks offers many easy-to-use tools to help your business, company, or organization track cash flow and provide detailed reports on who you owe money and who owes you money.

S Corporation Owners: How to Determine Reasonable Compensation?

Taxes play a major role in structuring your business, which is why many business owners choose the S corporation designation for tax advantages. See this article for answers to common questions...

Save Time By Using QuickBooks Online Recurring Transactions Feature

As a business owner, time is money, so do not waste your time repeating the same process of re-entering data and entries. Instead, use the QuickBooks Online' s recurring transactions feature...

Walz Group Independence Day 2025

Happy July 4th. Our office will be closed on Thursday, July 3rd and Friday, July 4th.

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