Walz Insights 

Insights from Walz Group

Timely insights. Practical guidance. Real-world perspective.

Walz Insights is where our professionals share updates and observations on the issues impacting businesses, organizations, and individuals today. From tax law changes and regulatory updates to planning considerations and industry trends, our goal is to make complex topics easier to understand and more actionable.

Our blogs and articles are designed to help you stay informed, anticipate change, and make confident decisions. Check back often as we continue to share insights from across our firm.

Most Recent Posts From Walz Insights

Is My Inheritance Taxable? What You Need to Know

Receiving an inheritance can raise a lot of tax questions. Is it taxable? The answer depends on what you inherited and how. Here’s a clear breakdown of when inherited assets are taxed or not.

Walz Group CPA Presents-Accountability in Action with Meredith Reinhart-Income Tax

Meredith Reinhart a Director in the tax division at Walz Group shares a current overview including laws and changes affecting income tax at both the federal and state level for 2024

Accountability in Action with Andrea Fassl: QuickBooks

In this episode of Accountability in Action-Andrea Fassl a QuickBooks ProAdvisor at Walz Group joins us to give an update on the current overview of QuickBooks and QuickBooks Online software

Accountability in Action with Josh Hoover: 2023 Individual Tax Changes

Josh Hoover, Walz Group Manager of Tax discusses upcoming individual tax changes for the 2023 tax year.

Walz Group CPA-Accountability in Action with Robin Alexander-Entity Tax Changes for 2023

Robin Alexander, Walz Group Director of Tax discusses entity level tax changes for 2023.

Protect Receivables from the Outset

When trying to collect money from people who owe your company, you've undoubtedly asked yourself what can you do to help in your collection efforts.

Beware! Read and Review Before You Sign a Contract

Sometimes in an effort to move the business forward, you are pressed to make swift, hard decisions, which may result in entering into an agreement (or “contract”) without complete information.

Where Did the Cash Go? Look at the Cash Flow Statement

In accounting, a standard part of Generally Accepted Accounting Principles (GAAP) financial statements is the presentation of Cash Flow Statements.

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