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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.

Recent Posts

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.

Choosing the Right Business Entity for Gig Workers

For gig workers starting up, you must follow certain tax rules and regulations. This article takes a deep look into tax angles for the two main options (self-employed and S corporation owners...

Nine Tax Credits to Help Minimize Your Taxes

Tax credits are the most valuable tax breaks available to individual taxpayers, such as the child tax credit, higher education tax credit, and residential clean energy credit, just to name a few...

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.

Walz Group Summer 2025 Assurance Intern-Allyson Stauffer

Welcome Allyson Stauffer to the Walz Group team for a 2025 Summer Assurance Internship!

Tax Questions for Recent College Grads

If you are a recent college graduate, the subject of taxes can be new and challenging. Follow this post for answers to common tax questions such as if your parents can still claim you...

Use QuickBooks to Issue Credit Memos and Refunds

Your business must have a clear return policy for when customers want their money back. Luckily, QuickBooks has the tools you need to give customers their money back including...

Everything to Know About Quarterly Estimated Tax Payments

Do you need to make quarterly estimated tax payments? In this article you can find out who needs to pay quarterly estimated tax payments, what happens if you don’t pay enough, and tips for...

Tax Breaks For Selling Your Vacation Home

As the price of vacation homes and the cost of property insurance have increased, is now the right time to sell your vacation home? If it is, this post offers three tax savings strategies available...

Should Not-for-Profits Outsource Their Accounting Functions?

Is your not-for-profit organization considering outsourcing all or certain accounting functions to a full-service accounting firm? Check out the advantages and benefits here:

The New SIMPLE Contribution Rules are Not So Simple

Employers: when it comes to a Savings Incentive Match Plan for Employees (SIMPLE), there is a complex set of new rules and tax laws to be aware of. Follow this article for the latest rules for...

Five Tips to Help Navigate Tariffs

The landscape is uncertain as tariff policies are rapidly changing but if your business is tariff-affected consider these five strategies to help minimize the impact. Explore the available options...

Seven Best Practices for QuickBooks Users

A business’s best practices vary depending on the type of industry but the shared goal to achieve the best possible outcome remains the same. In this post, you will find seven helpful guidelines...

3.8% Medicare Tax on Investment Income

Check out this article to understand the types of income and gain included in net investment income, find out if this affects you, and how proactive planning strategies can help reduce the 3.8%...

Tax Planning Strategy to Consider: Qualified Charitable Distributions

Did you know that you can transfer funds directly from an IRA to a charitable organization through qualified charitable distributions (QCDs)? Follow this article to find out if the QCD strategy is...
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