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Financial Struggles Among Retirees

A recent survey from the Transamerica Center for Retirement Studies revealed key financial concerns for many retirees in a fragile and constantly evolving landscape. Follow here for more findings...

Dan Massey Conestoga Valley Distinguished Alumni

Big shout out and congratulations to Dan Massey, CPA, Walz Group Principal in Charge of Assurance on being inducted as the newest Conestoga Valley Distinguished Alumni!

Payroll Management for Business Owners

Avoid these common payroll mistakes that can be costly to your business such as relying on manual recordkeeping, issuing inaccurate W-2s, and misclassifying workers. Follow this post for more examples

Recent Posts

Financial Struggles Among Retirees

A recent survey from the Transamerica Center for Retirement Studies revealed key financial concerns for many retirees in a fragile and constantly evolving landscape. Follow here for more findings...

Dan Massey Conestoga Valley Distinguished Alumni

Big shout out and congratulations to Dan Massey, CPA, Walz Group Principal in Charge of Assurance on being inducted as the newest Conestoga Valley Distinguished Alumni!

Payroll Management for Business Owners

Avoid these common payroll mistakes that can be costly to your business such as relying on manual recordkeeping, issuing inaccurate W-2s, and misclassifying workers. Follow this post for more examples

Use QuickBooks Online to Monitor the Financial Health of Your Business

How often do you log in and check QuickBooks Online? Follow this post for tips on categorizing transactions, checking the status of sales, and processing bills. Even if you are not a daily user...

Protect Yourself and Your Business from an IRS Audit

Both businesses and individuals should keep an eye on these eight common red flags that could trigger an IRS audit such as questionable business deductions, cryptocurrency transactions, and more...

FinCEN-Related Fraud is on the Rise

Protect your business and assets from the latest FinCEN scams and how to spot them so you do not become the victim. This post covers several types of schemes such as MSB Fraud, Impersonation Scams...

12 Strategies to Strengthen Cash Flow

If your business or company is struggling to successfully manage cash flow, you will want to follow this article for twelve key steps to maintain a healthy cash flow even during challenging times.

Do You Owe Self-Employment Tax?

If you are a self-employed individual, you will most likely owe self-employment tax on your tax return. Be sure to read this post on self-employment tax and review the outcome of a recent court case

Stock Redemptions for C Corporations and S Corporations

Shareholders of closely held corporations looking to convert ownership interest into cash should look into the strategy of stock redemptions. Find out how a stock redemption strategy works

QuickBooks Online: Use the Automated Invoice Reminder Emails Feature

If your business is looking to improve cash flow and avoid having to contact customers to collect unpaid invoices, try using QuickBooks Online' s automated invoice reminder emails feature

Use Catch-Up Contributions to Secure Your Retirement Goals

If you are thinking about retirement and not sure if you put enough savings away for your retirement nest egg, do not stress there are strategies available to help achieve your dream

Small Businesses are Hiring Family Members for Tax Advantages

Small business owners that hire family members and relatives allow them the opportunity to make money and learn the family business but there are also many tax benefits available.

Manage Student Loan Debt Carefully

When it comes to higher education, student loan debt can be a real burden on young adults and their families. Here are eight tips to assist with managing student loan debt

Walz Group Ping Pong Tournament 2025

Dan Massey is the 2025 Walz Group Ping Pong Tournament Champion

Use QuickBooks For Project Management Features and Tracking

Does your business need a software program to track projects and provide reports on products and services? Follow here to find out how QuickBooks can be a valuable tool for your small business

Tax Rules for Claiming Bad Debt Loss Deductions

Follow this article to understand how individuals and businesses should report and claim a deduction for bad debt loss on their tax return. Be sure to stay in compliance with the IRS and tax laws
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