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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

Scammers Targeting Seniors and Older Adults

It is important to protect seniors and older adults from falling victim to both in-person scammers and cybercrime. This article provides tips to be on the lookout for.

Use QuickBooks Online to Manage Products and Services

QuickBooks Online offers your business a way to manage products and services both accurately and successfully. Follow here for guidance and tips on overseeing inventory

How to Determine if a Partnership Exists?

It is not always straightforward to determine if your business or investment venture with multiple owners is considered an unintended partnership.

Ten Tax Myths Facing Business Owners

If you are a business owner or high-net-worth individual, don’t fall for these ten common tax myths that can lead to costly mistakes, missed deductions, and an increased risk of an IRS audit.

41st Annual Schreiber Center for Pediatric Development Gala

Matt and Tim supporting the 41st Annual Schreiber Center for Pediatric Development Gala!

How to Keep Intellectual Property from Leaving with Retiring Employees

Many baby boomers will be retiring in the next five years and will be walking out the door for the last time, when they do, they will be taking years of experience and information with them...

Understand the Different Types of Tax Credits

The idea of getting tax credits to lower the amount of tax you owe or to increase your refund sounds great but there are several distinct types of tax credits available

Take Your Manufacturing Business International

There are several global challenges manufacturers are facing when looking to take their business international with exporting, follow this post for financial benefits and support options

CNS COMPANIES 2025 Safety and Compliance Conference

CNS Companies held its safety and compliance conference on Friday, February 28th at the Eden Resort. The conference was for individuals in the trucking and transportation industry

Legal Risks Businesses and Business Owners Must Navigate

It is important for businesses and business owners to be aware of and comply with a variety of laws and regulations. This post outlines eight legal risks and federal laws businesses face.

Robin Davis Certified Mergers & Acquisitions Professional (CM&AP)

We are excited to announce that Walz Group Principal Robin Davis, CPA, MST, has achieved the designation as a Certified Mergers & Acquisitions Professional (CM&AP)

C Corporations and Accumulated Earnings Tax

Do you operate your business as a C corporation? In this article, you will find common questions regarding accumulated earnings tax (AET) and how to avoid double taxation.

Five Strategies to Consider For Your 2024 Personal Tax Return

The deadline for filing federal income tax is quickly approaching, be sure to check out this article for five ideas to consider to gain tax advantages.

Roth IRAs: What to Know about Withdrawals and Taxes

You may believe that withdrawals from Roth IRAs are tax free but that is not always the case. Some withdrawals are taxable, especially withdrawals before you are 59 ½

Real ID and Requirements for U.S. Travel

Traveling domestically? As summer vacations are just around the corner or if you travel for your business, avoid complications and slowdowns when traveling by having acceptable identification

How to Properly Report Digital Assets on Your Tax Return

In this article, you will find what the IRS defines as digital assets and common questions for reporting digital assets and transactions on your 2024 tax return for both individuals and businesses

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