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# Wallace Plese + Dreher

Accountants + CPAs

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## Posts

- [Insights](https://www.wpdcpa.com/news/) - Business planning is a 12-month activity and year-round process. Throughout the year, individuals and businesses evaluate past and future strategies. Dedicated to building stronger client relationships, we monitor federal and state regulatory issues impacting individuals and businesses. Recognizing every client is different, we welcome the opportunity to discuss each situation.
- [Mid-Year Check-In: Are You Taking Advantage of 2026 Retirement & HSA Contribution Opportunities?](https://www.wpdcpa.com/mid-year-check-in-are-you-taking-advantage-of-2026-retirement-hsa-contribution-opportunities/) - < Back to Insight Gallery Each year brings new contribution limits, and as we near the mid-year mark, it can be a good time to check in on your strategies and make any adjustments. For 2026, the IRS has increased several key retirement plan and IRA contribution limits, while HSA limits have also moved higher.
- [COVID-Era IRS Penalties and Interest: A Potential Refund Opportunity Before July 10, 2026](https://www.wpdcpa.com/covid-era-irs-penalties-and-interest-a-potential-refund-opportunity-before-july-10-2026/) - < Back to Insight Gallery Quick Facts Who may qualify? Individuals, businesses, trusts, estates, partnerships, and S corporations that incurred IRS penalties or interest during 2020-2023. Taxpayers with late-filed returns, late payments, estimated tax penalties, information return penalties, or certain international reporting penalties. What may be refundable? Failure-to-file penalties Failure-to-pay penalties Estimated tax penalties Certain
- [Your HSA is Not a Debit Card: Building a Long-Term Healthcare Reserve](https://www.wpdcpa.com/your-hsa-is-not-a-debit-card-building-a-long-term-healthcare-reserve/) - < Back to Insight Gallery For many people, the Health Savings Account (HSA) functions like a specialized checking account. Contributions go in, withdrawals for qualified medical expenses typically via debit card come out, and the balance gradually rises and falls alongside doctor visits, prescriptions and routine care. That approach captures the convenience of the account
- [SEP, SIMPLE or Solo 401(k): Which Retirement Plan Fits Your Business?](https://www.wpdcpa.com/sep-simple-or-solo-401k-which-retirement-plan-fits-your-business/) - < Back to Insight Gallery For business owners, the retirement plan question is rarely just which option allows the biggest contribution. The more useful question is which plan best fits your income pattern, headcount, tax posture and tolerance for administration. A SEP IRA, SIMPLE IRA, and solo 401(k) can all work well, but they solve
- [Mailing a Tax Return or Payment?  Make Sure You Understand the New USPS Postmark Change](https://www.wpdcpa.com/mailing-a-tax-return-or-payment-make-sure-you-understand-the-new-usps-postmark-change/) - < Back to Insight Gallery You may think that if you get your tax return or payment in the mail by the tax deadline date, you are set. A rule change made effective in December 2025 has brought an important detail to light - the postmark date on your envelope may not be the same
- [Behind the Humor: Tax Misunderstandings That Cost Real Money](https://www.wpdcpa.com/behind-the-humor-tax-misunderstandings-that-cost-real-money/) - < Back to Insight Gallery Every tax season comes with at least a few stories that make us pause. A taxpayer once tried to claim his dog as a dependent because “he eats like a child.” Another insisted that groceries should be deductible because food is “fuel for productivity.” Someone else asked whether a week-long
- [How Business Performance and Personal Risk Shape Financial Resilience](https://www.wpdcpa.com/how-business-performance-and-personal-risk-shape-financial-resilience/) - < Back to Insight Gallery For business owners, financial decisions rarely stay inside the business. Operating choices like how aggressively to grow, how much leverage to carry, and how risk is managed, tend to extend well beyond the business itself and into personal finances. This creates a dual imperative. Owners must maintain a financially sound
- [Get the Facts About S-corporations](https://www.wpdcpa.com/get-the-facts-about-s-corporations/) - < Back to Insight Gallery S-corporations are one of the most frequently discussed, but often misunderstood, tax structures for small business owners. You’ve likely heard that they can help reduce taxes, especially self-employment taxes. And in some cases, that’s true. But the rules are nuanced, and the benefits aren’t automatic. An S-corporation (or S-corp) isn’t
- [Arizona Tax Conformity Update](https://www.wpdcpa.com/arizona-tax-conformity-update/) - Legislation that would align Arizona with recent federal tax changes has stalled in the Legislature and is not expected to pass prior to April 15, 2026.
- [Beyond the Buzz: Practical AI Applications for Arizona CPAs](https://www.wpdcpa.com/beyond-the-buzz-practical-ai-applications-for-arizona-cpas/) - Whether you work in audit, tax, CAS or industry, AI is quickly becoming a standard tool. The question isn’t whether to use it, but how to use it well.
- [Your 2026 Tax Season Survival Guide](https://www.wpdcpa.com/your-2026-tax-season-survival-guide/) - < Back to Insight Gallery For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn’t have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire
- [1099 Season is Here: What Employers Need to Know](https://www.wpdcpa.com/1099-season-is-here-what-employers-need-to-know/) - < Back to Insight Gallery It’s the start of a new year, which means it’s time to get your 1099s in order. If you paid any contractors in 2025, paid office rent, or received royalties, there’s a good chance you have some forms to file. The rules aren’t complicated once you break them down -
- [WP+D Promotions](https://www.wpdcpa.com/wpd-promotions/) - We are proud to recognize the following team members for their growth and leadership at WP+D with the following promotions: Senior Tax Manager: Brendan J. Higgins, CPA Jakob I. Klein, CPA Audit Supervisor: Bing Li, CPA Tax Supervisor: Alec Alban Emily L. Mead, CPA Nathan S. Nicholes, CPA Tax Senior: Marcus Lovely Jenny Nguyen Audit
- [IRS Grants Employers Penalty Relief for 2025 Tip and Overtime Reporting](https://www.wpdcpa.com/irs-grants-employers-penalty-relief-for-2025-tip-and-overtime-reporting/) - < Back to Insight Gallery The IRS is offering employers a break for 2025, easing penalties as businesses work to comply with new reporting rules for tips and overtime pay. In Notice 2025-62, released November 5, the IRS acknowledged that many employers aren’t ready to meet the reporting obligations introduced under the One, Big, Beautiful Bill
- [2025 Year-End Tax Moves for Individuals & Families](https://www.wpdcpa.com/2025-year-end-tax-moves-for-individuals-families/) - < Back to Insight Gallery As 2025 draws to a close, individual taxpayers face a familiar but evolving tax landscape. Many provisions from the Tax Cuts and Jobs Act (TCJA) have been preserved or extended under the One Big Beautiful Bill Act (OBBBA), while a handful of new deductions and adjustments take effect for the
- [2025 Year-End Tax Moves for Businesses](https://www.wpdcpa.com/2025-year-end-tax-moves-for-businesses/) - < Back to Insight Gallery As 2025 draws to a close, business owners have more certainty regarding many tax provisions that were previously set to expire. The One Big Beautiful Bill Act (OBBBA), signed into law mid-year, preserved many provisions from the Tax Cuts and Jobs Act (TCJA), made others permanent, and clarified the direction
- [IRS Announces 2026 Retirement Plan Contribution Limits](https://www.wpdcpa.com/irs-announces-2026-retirement-plan-contribution-limits/) - The Internal Revenue Service announced Nov. 13 that the amount individuals can contribute to their 401(k) plans in 2026 has increased to $24,500, up from $23,500 for 2025. The IRS today also issued technical guidance regarding all cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2026 in Notice 2025-67 PDF,
- [Taylor Douglas Waslaski, CPA Promoted to Tax Manager](https://www.wpdcpa.com/taylor-douglas-waslaski-cpa-promoted-to-tax-manager/) - Congratulations to Taylor Douglas Waslaski, CPA, on your promotion to tax manager. Taylor has six years of public accounting experience and provides tax planning and tax services to private business owners throughout Arizona. His clients are partnerships, S corporations and individuals in a variety of industries, including health care, retail, real estate, manufacturing and professional
- [Recruiting Team Attends Meet the Firms Events](https://www.wpdcpa.com/recruiting-team-attends-meet-the-firms-events/) - This fall, our recruiting team had the pleasure of attending the Meet the Firms events at University of Arizona, Northern Arizona University, Arizona State University, and Grand Canyon University. We sincerely thank each university for inviting us and giving us the opportunity to meet so many talented and motivated accounting students. A special thank-you goes
- [Beyond Basis: Understanding At-Risk Limits on Loss Deductions](https://www.wpdcpa.com/beyond-basis-understanding-at-risk-limits-on-loss-deductions/) - < Back to Insight Gallery Most business owners and investors are familiar with the concept of tax basis – the figure used to determine how much loss they can deduct and how distributions are treated. But basis is only part of the story. Even when a taxpayer has sufficient basis, the IRS may still deny
- [Avoid Penalties: Don’t Miss Your 401(k) Audit Filing Deadline](https://www.wpdcpa.com/avoid-penalties-dont-miss-your-401k-audit-filing-deadline/) - < Back to Insight Gallery Summertime doesn’t just bring warmer weather - it also brings a critical 401(k) deadline. Every 401(k) plan subject to ERISA must file an annual Form 5500 with the DOL and IRS. For calendar year plans that cover January through December, the submission is due by July 31 of the year
- [Spot the Scams: How to Separate Real Tax Advice from Online Clickbait](https://www.wpdcpa.com/spot-the-scams-how-to-separate-real-tax-advice-from-online-clickbait/) - < Back to Insight Gallery We’ve all seen those bold ads: “Discover the One Major Tax Trick the IRS Hates!” Most of us recognize such obvious clickbait and either ignore them or view the content with skepticism. However, not all misleading tax advice is so obvious. Dubious claims are often found in engaging videos on
- [Protect Your Community’s Finances: What Every HOA Board & Homeowner Should Know](https://www.wpdcpa.com/protect-your-communitys-finances-what-every-hoa-board-homeowner-should-know/) - < Back to Insight Gallery Homeowners' Associations (HOAs) are everywhere. Whether you’re buying into a single-home family development, a high-rise condo, or even a gated townhome complex, there’s a good chance you're stepping into an HOA-governed community. Most people are familiar with HOAs in the context of property aesthetics – no bright paint colors, no
- [Understanding and Managing IRS Notices: Professional Tips for Taxpayers](https://www.wpdcpa.com/understanding-and-managing-irs-notices-professional-tips-for-taxpayers/) - < Back to Insight Gallery Opening your mailbox to find a letter from the IRS can be nerve-wracking. But before you assume the worst, know that many notices are routine and often resolved without much trouble. The key is knowing what you're looking at and how to respond. Understanding what IRS notices mean and how
- [Your Playbook for Trade Disruptions: Managing Costs and Risks](https://www.wpdcpa.com/your-playbook-for-trade-disruptions-managing-costs-and-risks/) - < Back to Insight Gallery Following recent announcements of broad new tariffs on imports—including universal tariffs and higher reciprocal tariffs for certain nations—businesses are facing an urgent question: how to adapt strategically amid uncertainty. While headlines often focus on the political dimensions of trade policy, businesses must concentrate on practical responses. Trade conditions are evolving
- [OBBBA: Learning the Deduction Details](https://www.wpdcpa.com/obbba-learning-the-deduction-details/) - < Back to Insight Gallery The OBBBA law is long, but the IRS has summarized some of the most significant provisions: No Tax on Tips Effective for 2025 through 2028, employees and self-employed individuals may deduct qualified tips received in occupations that are listed by the IRS as customarily and regularly receiving tips on or
- [Forbes 2025 Best-in-State Top CPAs](https://www.wpdcpa.com/forbes-2025-best-in-state-top-cpas/) - Congratulations to Randy G. Brammer, CPA, CCIFP for making the Forbes 2025 Best-in-State Top CPAs list. To qualify for consideration, CPAs are required to be licensed by their state and active in the public accounting profession. Forbes' review team identifies thousands of eligible candidates through interviews with industry insiders, outside nominations, editorial research, and an
- [Wallace Plese + Dreher Awarded Forbes America’s Best Tax and Accounting Firms 2021](https://www.wpdcpa.com/wallace-plese-dreher-awarded-forbes-americas-best-tax-and-accounting-firms-2021/) - Wallace Plese + Dreher has been awarded and recognized on the Forbes list of America’s Best Tax and Accounting Firms 2021.
- [Avoiding Business Tax Filing Errors](https://www.wpdcpa.com/avoiding-business-tax-filing-errors/) - Staying proactive and detail-oriented can help you avoid the most common inaccuracies on your business taxes. Easily avoided mistakes are surprisingly common. These errors include providing an incorrect Social Security number, making math errors or entering the wrong bank information. Such mistakes can delay your refund or even cause funds to be deposited into the
- [2025 Estimated Tax Payment Deadlines](https://www.wpdcpa.com/estimated-tax-payment-deadline/) - Businesses, corporations, self-employed individuals, retirees, and investors must pay their first quarter estimated tax payment for tax year 2025 on April 15, 2025. Other payment periods and due dates are: January 1 - March 31, 2025 - Due April 15, 2025 April 1 - May 31, 2025 - Due June 16, 2025 June 1 -
- [Used Clean Vehicle Credit](https://www.wpdcpa.com/used-clean-vehicle-credit/) - Beginning January 1, 2023, if you buy a qualified used electric vehicle (EV) or fuel cell vehicle (FCV) from a licensed dealer for $25,000 or less, you may be eligible for a used clean vehicle tax credit. The credit equals 30% of the sale price up to a maximum credit of $4,000. Purchases made before
- [Outsourcing Your Accounting](https://www.wpdcpa.com/outsourcing-your-accounting/) - Running your business takes a lot of effort. You have to find new customers, take care of your existing customers, manage employees, oversee marketing and sales, and develop new products and services. Accounting and finance is not on that list, but it is equally critical to the success of your organization. Outsource Your Accounting Functions
- [Simplifying Life for the Arizona Nonprofits](https://www.wpdcpa.com/simplifying-life-for-the-arizona-nonprofit-cfo/) - One of the most challenging responsibilities for Arizona nonprofit CFOs is managing a budget with financial constraints. Even though it may be needed, financial management software can sometimes seem like a distracting and risky problem. Benefits from cloud-based accounting may outweigh the risks.
- [Accounting and Bookkeeping You Can Outsource](https://www.wpdcpa.com/accounting-and-bookkeeping-you-can-outsource/) - Maintaining accurate records, keeping track of your company's finances, bookkeeping, taxes, accounts receivable, accounts payable, and financial reporting takes a lot of time. You may need someone to assist with some of these important tasks. Bookkeeping. Comprehensive reports that boost financial data transparency and lead to better business decisions. These include billing and payments, subscription renewals,
- [Taxes and Marriage Status Changes](https://www.wpdcpa.com/taxes-and-marriage-status-changes/) - The IRS generally considers whether you are married, separated but not legally separated, or divorced at the end of the year. Marriage status is important in filing taxes; it not only determines filing requirements but also standard deductions, eligibility for certain credits and taxes as well. In fact, you may have to deal with multiple
- [S Corporations and Fringe Benefits](https://www.wpdcpa.com/s-corporations-and-fringe-benefits/) - The IRS has special rules when it comes to S corporations. The fringe benefit situation is especially detailed, and it can be expensive to ignore it.
- [2024 Wallace Plese + Dreher Promotes Employees](https://www.wpdcpa.com/2024-wallace-plese-dreher-employee-promotions/) - Effective January 1, 2024, Wallace Plese + Dreher promoted several employees with diverse backgrounds and experience.
- [2025 Dirty Dozen Tax Scams](https://www.wpdcpa.com/2025-dirty-dozen-tax-scams/) - The IRS warns people to watch out for common schemes that threaten their tax and financial information.
- [2025 Spring ASU Meet the Firms](https://www.wpdcpa.com/2025-spring-asu-meet-the-firms/) - Wallace Plese + Dreher attended Arizona State University (ASU), W. P. Carey School of Business, Meet the Firms, on March 4, 2025.
- [2024 GCU Spring Meet the Firms](https://www.wpdcpa.com/gcu-meet-the-firms-2024-recruiting/) - Wallace Plese + Dreher, an Arizona accounting and CPA firm, attended Grand Canyon University (GCU)'s Mini Meet the Firms on February 6, 2024. Our recruiting team met several candidates interested in tax intern and staff accounting positions. The Firm's recruiting team, Nathan S. Nicholes, Tax Senior, and Nathan Richard Salazar, CPA, Audit Senior, discussed their
- [2024 Fall GCU Meet the Firms](https://www.wpdcpa.com/2024-fall-gcu-meet-the-firms/) - Wallace Plese + Dreher attended GCU's Meet the Firms on September 16, 2024.
- [2023 Fall University of Arizona (U of A) Meet the Firms](https://www.wpdcpa.com/uofa-2023-fall-meet-the-firms/) - Wallace Plese + Dreher attended UofA's Meet the Firms hosted by the Eller College of Management, Dhaliwal-Reidy School of Accountancy, on September 21, 2023.
- [2024 Fall University of Arizona (U of A) Meet the Firms](https://www.wpdcpa.com/2024-fall-uofa-meet-the-firms/) - Wallace Plese + Dreher attended The University of Arizona (UofA), Eller College of Management, Dhaliwal-Reidy School of Accountancy's Meet the Firms, on September 19, 2024.
- [2023 NAU Fall Career Fair](https://www.wpdcpa.com/nau-2023-fall-career-fair/) - Wallace Plese + Dreher attended Northern Arizona University's (NAU) Career Fair, hosted by W.A. Franke College of Business, on September 29, 2023.
- [2024 Fall NAU Career Fair](https://www.wpdcpa.com/2024-fall-nau-meet-the-firms/) - Wallace Plese + Dreher attended the NAU Career Fair on September 27, 2024.
- [2025 Spring NAU Career Fair](https://www.wpdcpa.com/2025-nau-spring-career-fair/) - Wallace Plese + Dreher (WP+D) attended the Career Fair at Northern Arizona University (NAU), The W. A. Franke College of Business, on February 28, 2025. Lance Glover, Taylor Waslaski, and Emily Mead shared their personal experiences working with clients and a variety of Arizona businesses. The recruiting team have different stories and backgrounds. In 2023,
- [Future Impact of New Tax Law](https://www.wpdcpa.com/developing-tax-strategies-for-your-arizona-company/) - The majority of the new tax law changes expire at the end of 2025. With the right strategies and planning, business owners can maximize opportunities offered by the new tax law.
- [Mergers and Acquisitions Tax Planning](https://www.wpdcpa.com/mergers-and-acquisitions-tax-planning/) - TCJA created a variety of opportunities for mergers and acquisitions and any business considering a future M&A should be aware of the changes.
- [Keys to a Successful M&A](https://www.wpdcpa.com/keys-to-a-successful-ma/) - What are some of the keys to a successful merger or acquisition? Recently, Michael Gossie, Editor in Chief, AZ Big Media, interviewed three of our partners to gain insight into the M&A process and things business owners should think about before buying or selling a business. A record year of M&A activity in 2021 left
- [Worried About Serving as a Trustee?](https://www.wpdcpa.com/worried-about-serving-as-a-trustee/) - Have you been named trustee or successor trustee for someone's trust? Do you know your responsibilities as a trustee? Initially, you act only when the person, called the grantor, is unable to manage their financial affairs.
- [Treasury Department Suspends CTA and BOI Enforcement](https://www.wpdcpa.com/treasury-department-suspends-boi-enforcement/) - The Treasury Department announced that, with respect to the Corporate Transparency Act (CTA), not only will it not enforce any penalties or fines associated with the beneficial ownership information (BOI) reporting rule under the existing regulatory deadlines, but it will further not enforce any penalties or fines against U.S. citizens or domestic reporting companies or
- [2025 Spring University of Arizona (U of A) Meet the Firms](https://www.wpdcpa.com/2025-university-of-arizona-uofa-spring/) - Wallace Plese + Dreher attended the University of Arizona (U of A), Meet the Firms, on February 18, 2025.
- [BOI Reporting Obligations Reinstated](https://www.wpdcpa.com/boi-reporting-obligations-reinstated/) - The BOI reporting requirement for small businesses is back in effect. Companies have been granted extra time to file - 30 days.
- [IRS Reminders for 2024 Tax Returns](https://www.wpdcpa.com/irs-reminders-for-2024-tax-returns/) - The deadline for submitting Form 1040, U.S. Individual Income Tax Return is April 15, 2025. To avoid mistakes and potential processing delays, taxpayers should refrain from filing until they have received all necessary tax documents. Taxpayers should always carefully review documents for inaccuracies or missing information. They should immediately contact their employer or payer to
- [Nonprofit and Tax-Exempt Entities](https://www.wpdcpa.com/nonprofit-and-tax-exempt-entities/) - Do you know how an organization becomes eligible for exemption from federal income tax? Tax-exemption is permitted under section 501(a) of the Internal Revenue Code. What about determining a private foundation tax exemption status which is covered by section 501(c)(3) of the Internal Revenue Code? What are the differences between the two. Applying for Tax-Exempt
- [2025 GCU Spring Meet the Firms](https://www.wpdcpa.com/2025-gcu-spring-meet-the-firms/) - Wallace Plese + Dreher (WP+D) attended GCU's Mini Meet the Firms on February 4, 2025.
- [Your Home Sale and Capital Gains](https://www.wpdcpa.com/your-home-sale-and-capital-gains/) - Did you sell your primary residence? Did you live in your home more than a year? What are capital gains? Are there tax exclusions?
- [How To Save on Rising Insurance Costs](https://www.wpdcpa.com/how-to-save-on-rising-insurance-costs/) - Increasing natural disasters across the country has caused the cost of homeowners insurance to rise, particularly in areas prone to floods, hurricanes, and wildfires.
- [Preparing for Your 2024 Tax Filing](https://www.wpdcpa.com/preparing-for-your-2024-tax-filing/) - You should be aware of tax deadline dates. Also, if you have digital assets, you must report all digital asset-related income when you file.
- [Arizona Tax Filing Requirements](https://www.wpdcpa.com/arizona-individual-filing-requirements/) - The ADOR provides individual income tax filing tips for 2024 tax returns and important due dates.
- [2024 Final Quarterly Estimated Tax Payment](https://www.wpdcpa.com/2024-final-quarterly-estimated-tax-payment/) - The IRS encourages taxpayers who paid too little tax in 2024 to make a fourth quarter estimated payment on or before January 15, 2025.
- [On Hold - BOI Filing Date January 13, 2025](https://www.wpdcpa.com/on-hold-boi-filing-date-january-13-2025/) - The BOI reporting deadline of January 13, 2025 is currently on hold, pending a decision by the merits panel, which is expected in early 2025.
- [Corporate Transparency Act (CTA) Blocked by Texas Court](https://www.wpdcpa.com/court-stops-corporate-transparency-act/) - In 2025, the Corporate Transparency Act (CTA) was scheduled to affect many businesses. A court has effectively stopped it for now, and possibly permanently.
- [BOI Rules Are Back In Effect](https://www.wpdcpa.com/boi-rules-are-back-in-effect/) - On December 23, 2024, the Fifth Circuit Court of Appeals lifted the December 3, 2024 injunction, which halted BOI filing requirements. FinCEN is now allowed to enforce BOI reporting and the new filing date is January 13, 2025.
- [Standard Business Mileage Rate Increases](https://www.wpdcpa.com/standard-business-mileage-rate-increases/) - Beginning January 1, 2025, the standard mileage rate for autos driven for business increases to 70 cents per mile.
- [Depreciation: An Overview for Business Owners](https://www.wpdcpa.com/depreciation-an-overview-for-business-owners/) - Business assets for an office are expensive to buy, maintain, and replace, such as computers and copy machines. Their costs can be depreciated over several years.
- [Arizona Residential Rental Tax](https://www.wpdcpa.com/arizona-residential-rental-tax/) - The Arizona Department of Revenue (ADOR) announced the elimination of transaction privilege tax (TPT) applicable to the rental of real estate for residential purposes (residential rental) as of January 1, 2025. Owners should continue to collect, file, and pay residential rental TPT for periods through December 31, 2024, filed in January 2025. For periods beginning January
- [Health and Wellness Deductions](https://www.wpdcpa.com/health-and-wellness-deductions/) - According to the IRS, personal expenses related to health and wellness are not viewed as medical expenses. Similarly, if you have a health flexible spending account or reimbursement arrangements for wellness purchases, according to U.S. tax laws you cannot deduct personal health expenses. The same is true if you have a health savings account or
- [Deducting Business Meals](https://www.wpdcpa.com/business-meals-and-events-tax-rules/) - The tax rules on deducting meals have changed over the years. Can you deduct the annual holiday party for your employees?
- [WP+D Holiday Masquerade Ball](https://www.wpdcpa.com/wpd-holiday-masquerade-ball/) - On December 7, 2024, Wallace Plese + Dreher (WP+D) hosted a masquerade ball for its employees at the Arizona Grand Resort & Spa, Phoenix, Arizona. It was a glamorous event with flowing gowns and tuxedos. Some employees wore patterned and floral masks. Everyone had an entertaining night, mingling and enjoying fine food. Masquerade balls can
- [Section 199A Qualified Business Income (QBI) Deduction](https://www.wpdcpa.com/section-199a-qualified-business-income-qbi-deduction/) - Section 199A is considered a valuable tax benefit for small business owners. It allows qualified businesses to deduct about 20% of net income.
- [Arizona Tax Credits | Qualifying Charities](https://www.wpdcpa.com/arizona-tax-credits-qualifying-charities/) - Arizona provides two separate tax credits for individuals who make contributions to charitable organizations.
- [Retirement Plan Contributions](https://www.wpdcpa.com/retirement-plan-contributions/) - The IRS announced the amount individuals can contribute to their 401(k) plans in 2025 has increased to $23,500, up from $23,000 for 2024.
- [Tax Inflation Adjustments for 2025](https://www.wpdcpa.com/tax-inflation-adjustments-for-2025/) - The IRS announced the annual inflation adjustments for tax year 2025. Generally, the tax adjustments apply to income tax returns to be filed in tax season 2026.
- [Preparing for 2024 Tax Season](https://www.wpdcpa.com/preparing-for-2024-tax-season/) - There are many tax uncertainties facing the end of 2024. Mainly, whether proposals from the presidential candidates will affect taxes.
- [Employee v. Freelancer Tax Implications](https://www.wpdcpa.com/tax-implications-employee-v-freelancer/) - As a business owner, a critical and ongoing predicament you face is whether you should onboard freelancers or hire employees.
- [Employee Tax Withholdings](https://www.wpdcpa.com/employee-tax-withholdings/) - Employers are required by law to withhold employment taxes from their employees.
- [What to Do if Your Business is Audited](https://www.wpdcpa.com/what-to-do-if-your-business-is-audited/) - You found out that your business is being audited. It can strike fear in your heart. Learn what a tax audit entails, how to work with the IRS, and get through the process.
- [What Triggers an IRS Business Audit](https://www.wpdcpa.com/what-triggers-an-irs-business-audit/) - Are you concerned about the likelihood of your business being audited by the IRS?
- [Transforming Your Accounting Processes](https://www.wpdcpa.com/transforming-your-accounting-processes/) - Your business is generating money, but you are struggling with tracking expenses, paying bills, and accounting tasks.
- [Preparing for April 15, 2025](https://www.wpdcpa.com/8833-2/) - The next April 15 filing date may seem far away. You should start thinking about gathering information prior to April 15, 2025.
- [2024 Quarterly Estimated Tax Payments](https://www.wpdcpa.com/2024-quarterly-estimated-tax-payments/) - The second quarter estimated tax payment deadline is June 17, 2024.
- [Tax and Employee Bonuses](https://www.wpdcpa.com/tax-and-employee-bonuses/) - When rewarding your team's performance with bonuses, it is important to consider tax implications for both you and the employee.
- [Emergency Disaster Plan Protecting Important Documents](https://www.wpdcpa.com/emergency-disaster-plan-protecting-important-documents/) - The IRS offers tips for protecting personal and business information in an emergency.
- [2024 First Quarter Estimated Tax Payments](https://www.wpdcpa.com/2024-first-quarter-estimated-tax/) - The first quarter estimated tax payment for tax year 2024 is due April 15. Estimated payments apply to self-employed individuals, retirees, investors, businesses, and corporations. Income taxes are a pay-as-you go process. The law requires individuals who do not have taxes withheld to pay taxes as income is received or earned throughout the year. Most
- [New and Previously Owned Clean Vehicle Credits](https://www.wpdcpa.com/new-and-previously-owned-clean-vehicle-credits/) - The Inflation Reduction Act of 2022 (IRA) made several changes to the tax credit for qualified plug-in electric drive motor vehicles, including adding fuel cell vehicles to the tax credit (New Clean Vehicle Credit). The IRA also added new credits for previously owned clean vehicles (Previously Owned Clean Vehicle Credit) and for commercial clean vehicles
- [ASU 2023 Fall Meet the Firms](https://www.wpdcpa.com/asu-2023-fall-meet-the-firms/) - Wallace Plese + Dreher attended ASU's Fall event Meet the Firms, hosted by the W.P. Carey School of Business on September 19, 2023.
- [Hannah J. Oglesby, CPA, CFP®Elected to Partner](https://www.wpdcpa.com/hannah-j-oglesby-cpa-cfpelected-to-partner/) - In 2017, Hannah J. Oglesby, CPA, CFP® joined Wallace Plese + Dreher as a tax supervisor. In 2018, she was promoted to tax manager and January 2021 to senior tax manager. Hannah provides tax planning and guidance to private businesses, including partnerships, corporations, and limited liability companies, in a variety of industries. In 2013, Hannah obtained
- [ASCPA Article Barry S. Graham, CPA](https://www.wpdcpa.com/ascpa-article-barry-s-graham-cpa/) - How does Barry S. Graham, CPA use his CPA experience as a Scottsdale City Councilmember?
- [Holiday Celebration Fairmont Scottsdale Princess](https://www.wpdcpa.com/holiday-celebration-fairmont-scottsdale-princess/) - Wallace Plese + Dreher hosted its annual holiday party at the Fairmont Scottsdale Princess.
- [Nonprofit Financial Fundamentals](https://www.wpdcpa.com/nonprofit-financial-fundamentals/) - No matter what kind of business you run, you have to learn about the financial side of your operation.
- [Deducting Business Expenses](https://www.wpdcpa.com/deducting-business-expenses/) - What are the rules for deducting business expenses for your business?
- [2024 Fall ASU Meet the Firms](https://www.wpdcpa.com/2024-fall-asu-meet-the-firms/) - Wallace Plese + Dreher attended ASU's Meet the Firms on September 23, 2024.
- [Arturo N. Moreno, CPA Appointed NourishPHX Board Chair](https://www.wpdcpa.com/arturo-n-moreno-cpa-appointed-as-nourishphx-board-chair/) - Congratulations to Arturo N. Moreno, CPA on his appointment as Board Chair for Nourish Phoenix also known as NourishPHX. NourishPHX.
- [Randy G. Brammer, CPA 2022 Arizona Business Leader](https://www.wpdcpa.com/randy-g-brammer-cpa-2022-arizona-business-leader/) - Randy G. Brammer, CPA selected as a 2022 Arizona Business Leader.
- [Allison Lynn Dozbaba, CPA | Named a Most Influential Woman in Arizona Business](https://www.wpdcpa.com/allison-lynn-dozbaba-cpa-named-a-most-influential-woman-in-arizona-business/) - Congratulations to Allison Lynn Dozbaba, CPA, tax partner, on being selected as one of the Most Influential Women in Arizona Business for 2023.
- [Why a Career in Accounting Adds Up to Success - AZ Big Media](https://www.wpdcpa.com/why-a-career-in-accounting-adds-up-to-success/) - "Technology is automating the repetitive and mundane tasks that have made accounting less attractive for young people," says Randy G. Brammer, CPA, managing partner at Wallace Plese + Dreher. "This trend has partially risen out of necessity as resources decline, but also out of the need to drive efficiency and innovation in the industry."
- [Pace & Company, PC Joins Wallace Plese + Dreher](https://www.wpdcpa.com/pace-company-pc-joins-wallace-plese-dreher/) - Effective January 1, 2023, Pace & Company, PC joined Wallace Plese + Dreher. For more than 25 years, Pace & Company, PC provided tax planning and advice to corporations, partnerships, individuals, and estates and trusts in Arizona and throughout the U.S.
- [6 Accounting Trends to Watch in 2023 - AZ Big Media](https://www.wpdcpa.com/6-accounting-trends-to-watch-in-2023-az-big-media/) - Michelle Flynn, CPA, tax partner at Wallace Plese + Dreher: "Career opportunities will increase at different levels. There will be different opportunities for people that do not want to be a partner. They may not want to manage a practice, but will add value by developing people that report to them."
- [Qualifying For Home Energy Tax Credits](https://www.wpdcpa.com/qualifying-for-home-energy-tax-credits/) - Taxpayers who make energy improvements to a residence may be eligible for home energy tax credits.
- [Business Tax Records](https://www.wpdcpa.com/business-tax-records/) - Your recordkeeping system should include a summary of every transaction that takes place in your business' name. Make sure you maintain and update a summary of all business transactions. Logging and Tracking Business Tax Records Allocate space in your business books, accounting journals and ledgers for your gross income, deductions and credits. Also, remember that
- [Proposed Regulations Reporting Digital Assets](https://www.wpdcpa.com/8532-2/) - Many transactions involving digital assets fall outside the scope of information reporting rules. On August 25, 2023, the government issued proposed regulations for digital assets. The new rules are intended to make it easier for taxpayers to track and report their gain or loss from dispositions of digital assets, and to enable the IRS to
- [Appealing an IRS Decision](https://www.wpdcpa.com/appealing-an-irs-decision/) - As a taxpayer, you are entitled to a fair and impartial administrative appeal of most IRS decisions. This includes many IRS-related penalties. Essentially, it is within your rights to expect and receive a written response regarding the decision from the IRS Independent Office of Appeals. The Independent Office of Appeals is separate from the IRS
- [Meet Wallace Plese + Dreher's Tax Interns](https://www.wpdcpa.com/meet-wallace-plese-drehers-tax-interns/) - Wallace Plese + Dreher welcomes three interns to the Firm's tax department. Complimenting their educational backgrounds, our tax interns build real-life work experience by gaining knowledge of different clients' businesses and industries. They develop organizational skills, oral and written acumen, and teambuilding. They assist tax staff and managers with preparation of entity and individual tax
- [IRS Resuming Collections](https://www.wpdcpa.com/irs-resuming-collections/) - The IRS recently announced it is resuming sending out reminder collection notices and letters that were paused during the pandemic. You may receive one if: You have individual tax debt before tax year 2022. Your business, tax exempt organization, trust or estate has tax debt before tax year 2023. The IRS will issue a special
- [Wallace Plese + Dreher Named 2023 Arizona Top Workplace](https://www.wpdcpa.com/wallace-plese-dreher-named-arizona-2022-top-workplace/) - Wallace Plese + Dreher named as an Arizona 2021-2022 Top Workplace. Survey results are based on specific qualities: compensation, benefits, workplace flexibility, leadership, and training.
- [New Arizona Form A-4](https://www.wpdcpa.com/new-arizona-form-a-4/) - Arizona's Individual Income Tax Withholding Form, Arizona Form A-4, has been updated to reflect Arizona's lower individual income tax rates. By January 31, 2023, every Arizona employer is required to make this form available to its Arizona employees. The new A-4 form has seven new withholding election rate boxes. It retains both the zero withholding
- [2024 FSA Contribution Limit Increases](https://www.wpdcpa.com/2024-fsas-contribution-limit-increases/) - For 2024, there is a $150 increase to the Flexible Spending Account (FSA) contribution limit. Throughout the year, taxpayers can use FSA funds for qualified medical expenses not covered by their health plan.
- [2024 Mileage Rates](https://www.wpdcpa.com/2024-mileage-rates/) - The IRS issued the 2024 optional standard mileage rates used to calculate deductible costs of operating an automobile for business, charitable, medical, or moving purposes.
- [Year-End Business Tax Planning Employee Bonuses](https://www.wpdcpa.com/business-year-end-tax-planning-employee-bonuses/) - Would you like to reward your employees with a year-end bonus and deduct the bonuses on your company's 2023 tax returns?
- [Accounts Payable Process](https://www.wpdcpa.com/accounts-payable-process-2/) - All companies need an effective bill-paying system. What are the best ways to build and manage an efficient accounts payable process?
- [2024 Tax Year Adjustments](https://www.wpdcpa.com/irs-2024-tax-year-adjustments/) - The IRS issued tax adjustments for tax year 2024, which applies to income tax returns filed in 2025, including the standard deduction for married couples filing jointly for tax year 2024,
- [Highly Compensated Employees May Be Eligible for Overtime](https://www.wpdcpa.com/highly-compensated-employees-may-be-eligible-for-overtime/) - It seems contrary to long-standing policy, but in a recent ruling, the Supreme Court decided that in certain situations, highly compensated employees (HCEs) can earn overtime pay.
- [Allison Lynn Dozbaba, CPA Diamondbacks Pre-Game](https://www.wpdcpa.com/8350-2/) - Allison Lynn Dozbaba, CPA, Tax Partner, Wallace Plese + Dreher, and daughter, Brynn, attended the Diamondbacks pre-game on August 24, 2023.
- [Gifts for Employees](https://www.wpdcpa.com/gifts-for-employees/) - The holiday season is the most popular time for companies to offer gifts to their employees. What are some of the ways a business can build goodwill with its employees?
- [Form 8300 Reporting Cash Payments Over $10,000](https://www.wpdcpa.com/form-8300-reporting-cash-payments-over-10000/) - Beginning January 1, 2024, businesses receiving more than $10,000 in cash must report transactions to the U.S. government by e-filing Form 8300 instead of filing a paper return.
- [Understanding the Clean Vehicle Tax Credit](https://www.wpdcpa.com/understanding-clean-vehicle-tax-credit/) - Consumers considering an automobile purchase should understand several recent changes to the new Clean Vehicle Credit for qualified plug-in electric drive vehicles, including qualified manufacturers and tax rules.
- [New Form I-9 to be Released August 1, 2023](https://www.wpdcpa.com/new-form-i-9-released-august-1-2023/) - Effective August 1, 2023, the U.S. Citizenship and Immigration Services (USCIS) will release a new Form I-9, used to check employment eligibility verification. Beginning November 1, 2023, all employers must use the new Form I-9.
- [Getting and Changing Employer ID Numbers (EINs)](https://www.wpdcpa.com/getting-and-changing-employee-id-numbers-eins/) - If you have a company, you need an Employer Identification Number (EIN), which you can obtain online at no cost.
- [What is Keeping CFOs Up at Night?](https://www.wpdcpa.com/what-is-keeping-cfos-up-at-night/) - If you are running a company, you may be experiencing a lot of uneasiness. What are the thoughts or issues chief financial officers (CFOs) are facing today?
- [Business Succession Post-COVID-19](https://www.wpdcpa.com/business-succession-post-covid-19/) - There comes a time when a business owner must decide the future of their business. Choices include selling the business, transitioning to a successor, filing for bankruptcy, or closing.
- [How the FDIC Safeguards Your Money](https://www.wpdcpa.com/how-the-fdic-safeguards-your-money/) - Everyone has heard of the FDIC, which was created in the 1930s to guard our money in the event of bank failures. Why is it still an essential pillar of today's financial industry?
- [Tax Recordkeeping Tips](https://www.wpdcpa.com/tax-recordkeeping-tips/) - The Arizona Department of Revenue (ADOR) encourages taxpayers to keep well-organized records and to securely discard old documents.
- [ERC IRS Scam Alert](https://www.wpdcpa.com/erc-irs-scam-alert/) - The IRS and tax professionals continue to see aggressive broadcast advertising, direct mail solicitations, and online promotions involving the ERC. While the credit is real, aggressive promoters are misrepresenting and exaggerating who can qualify for the credits.
- [Fake ERC Refunds](https://www.wpdcpa.com/fake-erc-refunds/) - The IRS warns about Employee Retention Credit claims to con ineligible people to claim the ERC credit. Some of these offers collect your personally identifiable information in exchange for false promises.
- [Arizona's Minimum Wage Increases](https://www.wpdcpa.com/arizonas-minimum-wage-increases/) - Effective January 1, 2023, Arizona's minimum wage increased from $12.80 to $13.85. According to the Industrial Commission of Arizona, the $1.05 increase in minimum wage is based on the increase in inflation between August 2021 and August 2022, as published in the U.S. Bureau of Labor Statistics' Consumer Price Index.
- [Understanding Your Financials with QuickBooks](https://www.wpdcpa.com/understanding-your-financials-with-quickbooks/) - You need current and accurate financial statements for good business decision-making. Do you understand your financials and what they say about your business? QuickBooks can help you grasp your debits and credits and take charge of your data and financial reports.
- [2023 Electric Vehicle Tax Credits](https://www.wpdcpa.com/2023-electric-vehicle-tax-credits/) - If you buy a new plug-in electric vehicle (EV) or fuel cell vehicle (FCV) in 2023 or after, you may qualify for a clean vehicle tax credit of up to $7,500.
- [Electric Vehicle Tax Credit](https://www.wpdcpa.com/electric-vehicle-tax-credit/) - If you are interested in claiming the EV tax credit for purchasing a new electric vehicle after August 16, 2022, a tax credit is generally available only for qualifying electric vehicles where final assembly occurred in North America.
- [2023 AZ Big 100 Wallace Plese + Dreher](https://www.wpdcpa.com/2023-az-big-100-wallace-plese-dreher/) - Wallace Plese + Dreher named one of 50 companies to watch shape Arizona's economy in 2023.
- [Arizona Form A-4 Effective January 31, 2023](https://www.wpdcpa.com/arizona-form-a-4-effective-january-31-2023/) - All Arizona employers must provide the new tax rate options to their employees by January 31, 2023, either electronically through an online portal, fillable form, or paper form.
- [2023 Wallace Plese + Dreher Employee Promotions](https://www.wpdcpa.com/2023-wallace-plese-dreher-employee-promotions/) - Effective January 1, 2023, Wallace Plese + Dreher promoted several employees. Learn about their diverse backgrounds and experience.
- [Arizona CPA Firm | Culture | Upward Mobility | Growth Opportunities](https://www.wpdcpa.com/arizona-cpa-culture-with-upward-mobility-and-growth-opportunities/) - Top Arizona CPA firm supports upward mobility and growth
- [2023 Mileage Rates](https://www.wpdcpa.com/2023-mileage-rates/) - In June 2022, the IRS made a rare midyear adjustment to mileage deductions because of rising gas costs. For 2023, the IRS increased the number again.
- [Arizona Tax Changes and Filing Due Date](https://www.wpdcpa.com/arizona-tax-changes-and-filing-due-date/) - Taxpayers have until Tuesday, April 18, 2023, to file their 2022 tax return since April 15, 2023 falls on a federal holiday. If filing an extension, the extended due date to file the income tax return is October 16, 2023 because October 15, 2023 falls on a Sunday. 2022 Arizona Standard Deduction For the 2022
- [Phoenix ZooLights](https://www.wpdcpa.com/phoenix-zoolights/) - Wallace Plese + Dreher's employees enjoyed a unique holiday experience at the Phoenix ZooLights.
- [2022 Charitable Donations](https://www.wpdcpa.com/2022-charitable-donations/) - If you expect to itemize deductions in 2022, you may benefit from contributions to qualified charitable organizations. Increase your charitable gift-giving at year-end. As long as you make a donation in 2022, it is deductible on your 2022 return, including charging the donation to a credit card on December 31. The deduction limit for monetary
- [New Lease Accounting Standard](https://www.wpdcpa.com/new-lease-accounting-standard/) - The new lease accounting standard is intended to increase transparency and comparability among organizations by recognizing lease assets and lease liabilities on the balance sheet and disclosing key information about leasing transactions. Since it applies to most leases and subleases, with limited exceptions, e.g., leases of intangible property; leases of minerals and biological assets, including timber;
- [Mergers and Acquisitions | Analyzing the Deal](https://www.wpdcpa.com/mergers-and-acquisitions-analyzing-the-deal/) - Knowing the basics of when or if a deal makes practical and financial sense is helpful, but seeking help from a CPA to analyze the pros and cons is essential.
- [New Partner Announcement | Christopher T. Coots, CPA, PFS™, J.D.](https://www.wpdcpa.com/new-partner-announcement-christopher-t-coots-cpa-pfs-j-d/) - Wallace Plese + Dreher (WP+D) announces new partner, Christopher T. Coots, CPA, PFS™, J.D., Scottsdale, AZ, effective January 1, 2019, bringing the Firm's total partners to 13.
- [Home Sellers’ Profit Exclusions Are Not One-Time Opportunities](https://www.wpdcpa.com/home-sellers-profit-exclusions-are-not-one-time-opportunities/) - The tax code authorizes "exclusions" that allow home sellers to completely sidestep federal and state income taxes on sizable portions of their profits when they unload their principal residences. The profit exclusions are as much as $500,000 for married couples who file joint returns and $250,000 for single filers and couples who file separate returns,
- [Balancing In-Person and Remote Employees](https://www.wpdcpa.com/balancing-in-person-and-remote-employees/) - Finding a healthy and sustainable balance between remote and in-person employees is complicated. Companies that do not actively work to improve this area of their business operations may lose valuable employees. Gaining Feedback from Employees By incorporating these six questions into a company's planning process, employers may be able to prevent friction between remote and
- [Rightsizing Your Arizona Company](https://www.wpdcpa.com/rightsizing-your-arizona-company/) - How do you know if your Arizona company has too few or too many employees? Do you know the best way to adapt your workforce as your company grows and develops?
- [Fringe Benefits and Taxes](https://www.wpdcpa.com/fringe-benefits-and-taxes/) - Employers can deduct the amount paid to their employees for services they perform. It may include wages, salaries, bonuses, commissions, or other noncash compensation such as vacation allowances and fringe benefits.
- [Teambuilding Axe Throwing](https://www.wpdcpa.com/teambuilding-axe-throwing/) - At Wallace Plese + Dreher, we like to venture outside of numbers. We took an afternoon to experience a one-of-a-kind teambuilding event: axe throwing. With a dedicated BATL coach, who patiently walked us through the process, we learned about safety and technique. Axe throwing is described in the same manner as playing darts -- with
- [Teambuilding and Escape Rooms](https://www.wpdcpa.com/teambuilding-and-escape-rooms/) - In a recent teambuilding experience, more than 20 of our people practiced their communication, critical thinking, observation, and problem solving skills while participating in escape room games. Teams chose three different escape rooms: The Row; Wizard Hysteria; and Zombie Panic. Each game lasted about 60 minutes. The objective was to break out of the room
- [Business Value and Your Employees](https://www.wpdcpa.com/your-employees-and-business-value/) - How do you think about the people who work for your company? If you believe they are valuable individuals who contribute to your success, you are on the right track. If you think they are easily replaceable, you may be sabotaging everything from productivity and sustainability to the value of your business. This is particularly
- [Arizona Accounting Firm's Positive Impact](https://www.wpdcpa.com/arizona-accounting-firm-positive-impact/) - Michael Gossie, Editor-in-Chief, AZ Big Media, spoke to Michelle Flynn, CPA, Jason A. Mattina, CPA, and Allison Lynn Dozbaba, CPA, partners, Wallace Plese + Dreher, about the Firm's positive impact on employees, clients, and community. Here is what they discussed. Accounting today is more than crunching numbers. It is about sharing information and helping business
- [Feed My Starving Children](https://www.wpdcpa.com/feed-my-starving-children/) - Wallace Plese + Dreher's partners, managers, and staff took time away from their busy schedules to give back to a worthy cause, Feed My Starving Children (FMSC), a 501(c)(3) charitable nonprofit, located in Mesa, Arizona, dedicated to feeding children around the world. With close to 20 employees participating, our people experienced a one-of-a-kind opportunity to
- [Consumer Privacy](https://www.wpdcpa.com/consumer-privacy/) - In 2019, a Pew Research Center report found that approximately 79% of consumers expressed concerns about how their personal data was being used by companies. From there, 81% of consumers believed the risks of data collection outnumbered the benefits. Why are privacy concerns becoming more prevalent? The pandemic increased the number of people concerned with
- [Depreciation Tax Rules](https://www.wpdcpa.com/depreciation-tax-rules/) - Depreciation is an annual tax deduction that allows small businesses to recover costs of certain property that decreases in value over its lifetime. It is an allowance for wear and tear, deterioration, or obsolescence of the property. As a small-business owner, you can depreciate property when you place it in service for use in your
- [ADOR Out-of-State Planes, Boats, and Autos](https://www.wpdcpa.com/ador-out-of-state-planes-boats-and-autos/) - The Arizona Department of Revenue (ADOR) reminds purchasers and sellers of their licensing and tax liability relating to planes, boats, and vehicles. Businesses or individuals who purchase a plane, boat, or vehicle from an out-of-state vendor may be subject to use tax, which is a tax on purchases made out-of-state for taxable items stored, used,
- [WP+D Announces New Partner, Jason A. Mattina, CPA](https://www.wpdcpa.com/wallace-plese-dreher-announces-new-partner/) - Wallace, Plese + Dreher (WP+D) elected Jason A. Mattina, CPA, to partner, effective July 1, 2017.
- [Wallace Plese + Dreher Named Arizona 2021 Top Workplace](https://www.wpdcpa.com/wallace-plese-dreher-named-arizona-2021-top-workplace/) - Wallace Plese + Dreher has been named as an Arizona 2021 Top Workplace. The award was based on feedback and survey results from the Firm's employees. Employees feel their work has meaning and are more productive, happy, healthy, and engaged.
- [IRS Increases Mileage Rate for Remainder of 2022](https://www.wpdcpa.com/irs-increases-mileage-rate-for-remainder-of-2022/) - Effective July 1, 2022, standard mileage rates for business travel is 62.5 cents per mile. Recognizing recent gas price increases, the IRS made a special adjustment for the final months of 2022.
- [Probate and Adding Children to Bank Accounts and Deed](https://www.wpdcpa.com/should-you-add-children-to-your-deed-and-bank-accounts/) - Some people believe an easy way to avoid probate is to add your children to your bank accounts and deed. This strategy may not work as planned.
- [New Audit Standard for Employee Benefit Plans](https://www.wpdcpa.com/new-audit-standard-for-employee-benefit-plans/) - SAS 136 is meant to improve an auditor's performance, enhance the quality of employee benefit plan audits, and increase the communicative value of the auditor's report for ERISA plan financial statements.
- [Voted 100 Best Places to Work and Live in Arizona](https://www.wpdcpa.com/voted-best-places-to-work-and-live-in-arizona/) - Wallace Plese + Dreher voted as one of the 100 Best Places to Live and Work in Arizona for 2022, as recognized by Ranking Arizona.
- [Staffing Shortages and Outsourced Accounting Services](https://www.wpdcpa.com/working-accounting-services/) - It is a common misconception that business owners will lose control if they outsource the bookkeeping and accounting functions in their companies. In a properly designed system, only the owner decides what bills to pay and check to sign. It is less expensive to hire an outside bookkeeper than a full-time employee. You only pay
- [How Long Should a Business Keep Tax Records?](https://www.wpdcpa.com/how-long-should-a-business-keep-records/) - You should keep tax records for three years after you file a return, but there are times when you will need older files.
- [Remote Work and Cybersecurity](https://www.wpdcpa.com/remote_work_cybersecurity/) - In 2020, the FBI reported over a million cybercrime complaints, mostly from identity theft. The time period reported in those statistics corresponds to remote work due to the COVID-19 pandemic.
- [New Arizona Travel ID](https://www.wpdcpa.com/new-arizona-travel-id/) - Effective May 3, 2023, the new Travel ID will be required at TSA airport checkpoints for domestic flights. The Arizona Department of Transportation Motor Vehicle Division urges everyone to get the Arizona Travel ID. Beginning May 3, 2023, people will need a federally-compliant credential to proceed past TSA checkpoints. To proceed beyond the TSA checkpoints,
- [Phoenix Friends Experience](https://www.wpdcpa.com/phoenix-friends-experience/) - Wallace Plese + Dreher's partners and employees took part in the FRIENDS Experience Phoenix in May 2022.
- [Accounts Payable Process](https://www.wpdcpa.com/accounts-payable-process/) - Accounts payable encompasses almost all the non-payroll payments a business makes and is an important part of your company's financial statements. If you fail to track billing properly, the ramifications can be costly; compromised vendor relationships can lead to production and supply problems, creating cascading problems. It is important to get it right. The accounts
- [FATCA Foreign Account Tax Compliance Act](https://www.wpdcpa.com/fatca-foreign-account-tax-compliance-act/) - The Foreign Account Tax Compliance Act (FATCA) requires U.S. taxpayers holding financial assets outside the U.S. to report those assets to the IRS using Form 8938, Statement of Specified Foreign Assets, which is attached to your annual return. However, in order to make reporting easier, the IRS limits your responsibilities. First, to be reportable, the
- [Best Practices for Managing Remote Employees](https://www.wpdcpa.com/best-practices-for-managing-remote-employees/) - While many companies offered options to work from home before COVID-19, few had policies and procedures in place for managing employees. What are some best practices for managing employees working from home?
- [California's Data Privacy Law's Implications](https://www.wpdcpa.com/californias-data-privacy-laws-implications/) - The California Consumer Privacy Act (CCPA) affects more than Californians and has wide implications for many businesses. 
- [5 Future Technology Trends](https://www.wpdcpa.com/5-future-technology-trends/) - Technology has profoundly changed how business works. Its influence is everywhere, from smart homes to business operations.
- [Arizona Accounting Support for Health Care and Medical Practices](https://www.wpdcpa.com/arizona-accounting-support-for-health-care-and-medical-practices/) - Accounting is not a skill you cultivate throughout medical school. When it comes to understanding your medical practice’s accounting and finance needs, you need the right level of accounting support in your office. Offering accounting and tax services to health care and medical practices in Scottsdale, Chandler, Tempe, Phoenix, Gilbert, Mesa, and throughout Arizona.
- [Arizona Physician Practices | Entity Formation and Taxes](https://www.wpdcpa.com/arizona-physician-practices-organization-formation-and-taxes/) - In the past, physician practices were set up as sole proprietorships or partnerships. As the business of medicine and liability risks grew more complex, new entities were created. Arizona medical practices now have a number of entity options.
- [Wallace Plese + Dreher Announces Three New Partners](https://www.wpdcpa.com/wallace-plese-dreher-announces-three-new-partners/) - Effective July 1, 2016, Randy G. Brammer, CPA, Michelle Flynn, CPA, and Sara B. Nance, CPA became partners.
- [Have You Outgrown Your Accounting Firm?](https://www.wpdcpa.com/have-you-outgrown-your-accounting-firm/) - You should feel your Arizona accounting firm listens and helps you make strategic moves to grow your company. Your firm should have insights into expanding your business and guidance for avoiding obstacles.
- [Key Numbers for Operating a Successful Business](https://www.wpdcpa.com/key-numbers-for-operating-a-successful-business/) - Operating a business comes with a set of responsibilities. Obviously, providing good service to your clients and building a customer base are important. For a successful business, you should understand certain financial concepts to ensure your business is profitable and staying on track. In general, businesses should have enough cash on hand to cover at
- [Wallace, Plese + Dreher Announces Promotions](https://www.wpdcpa.com/wallace-plese-dreher-promotions-3/) - Wallace, Plese + Dreher (WP+D) congratulates our professionals on their well-deserved promotions. Promotions reflect our workplace culture that encourages continuous learning and career development.
- [WP+D Team - AZAGC Bowling Tournament](https://www.wpdcpa.com/wpd-team-azagc-bowling-tournament/) - WP+D showed support for AZAGC by participating in its annual 2017 Bowling Tournament, on September 15, 2017, Phoenix, Arizona.
- [Wallace, Plese + Dreher (WP+D) Announces Promotions](https://www.wpdcpa.com/wallace-plese-dreher-promotions-2/) - WP+D announces promotions. Our people have diverse backgrounds, speak a variety of languages, and possess a wide-range of technical skills. Promotions reflect our workplace culture that encourages continuous learning, career development, and opportunities for advancement.
- [Randy G. Brammer, CPA | 40 Under 40 Nominee](https://www.wpdcpa.com/randy-g-brammer-cpa-40-under-40-nominee/) - Randy Brammer was nominated for the Phoenix Business Journal's 40 Under 40.
- [Sara B. Nance, CPA | ICAN | Board of Directors](https://www.wpdcpa.com/sara-nance-ican-board/) - Sara B. Nance, CPA added to ICAN: Positive Programs for Youth's Board of Directors.
- [Arizona Technology Council Governor's Celebration of Innovation Awards](https://www.wpdcpa.com/arizona-technology-council-governors-celebration-of-innovation-awards/) - As a partner sponsor, Wallace Plese + Dreher exhibited at the Arizona Technology Council Governor's Celebration of Innovation Awards on October 24, 2019.
- [Sara B. Nance, CPA - Most Influential Women in Arizona 2019](https://www.wpdcpa.com/sara-b-nance-cpa-2019-most-influential-women/) - Sara Nance chosen as one of the Most Influential Women in Arizona 2019. She is recognized for impacting the accounting industry and business community.
- [2019 Phoenix Fit Company Challenge](https://www.wpdcpa.com/2019-phoenix-fit-company-challenge/) - Congratulations to WP+D on placing as top finishers at the 2019 Phoenix Fit Company Challenge.
- [Randy G. Brammer, CPA 2021 AZ Business Leader to Watch Interview](https://www.wpdcpa.com/randy-g-brammer-cpa-2021-az-business-leaders-to-watch-interview/) - Randy G. Brammer, CPA, selected as a 2021 Arizona Business Leader to Watch, was interviewed by Michael Gossie, Editor-in-Chief, AzBigMedia, about best leadership practices during COVID-19.
- [2021 Treasure House Celebrity Game Night](https://www.wpdcpa.com/2021-treasure-house-celebrity-game-night/) - Wallace Plese + Dreher sponsored the 4th Annual Celebrity Game Night benefiting Treasure House Phoenix.
- [Ensuring Company Financial Statement Assertions Are Accurate](https://www.wpdcpa.com/ensuring-company-financial-statements-assertions-are-accurate/) - A company's CFO is responsible for accurately reporting all of the organization's financial activities. They confirm this accuracy in the financial statement assertions, which are explicit or implicit assertions a company makes concerning the fundamental accuracy of the information contained in its financial statements: the balance sheet, income statement, and cash flow statement. These assertions
- [WP+D Announces Promotions | Scottsdale | Chandler | Arizona](https://www.wpdcpa.com/wallace-plese-dreher-promotions/) - WP+D promotes nine professionals.
- [Wallace Plese + Dreher Announces New Partners](https://www.wpdcpa.com/wallace-plese-dreher-announces-partners/) - Leslie Prichard, CPA, Audit, and Allison Lynn Dozbaba, CPA, Tax, promoted to partner.
- [Tax Interns Spring 2022](https://www.wpdcpa.com/tax-interns-spring-2022/) - Wallace Plese + Dreher welcomed three interns to the Firm for the 2022 tax season. They are attending Arizona State University (ASU), W.P. Carey School of Business, and expected to graduate in May 2024. Marco G. Bologna is expected to graduate with a Bachelor of Science in Supply Chain Management. He enjoys cooking, especially all
- [Randy G. Brammer, CPA PTK 2022](https://www.wpdcpa.com/randy-g-brammer-cpa-ptk-2022/) - Randy G. Brammer, CPA recognized as an hands-on professional in People & Projects to Know (PTK) in Commercial Real Estate 2022.
- [Governor Ducey PCFR International State of the State](https://www.wpdcpa.com/pcfr-governor-ducey-international-state-of-the-state/) - Wallace Plese + Dreher sponsored the Annual International State of the State with Governor Doug Ducey hosted by the Phoenix Committee on Foreign Relations (PCFR).
- [IRS Clarification on State and Local Taxes](https://www.wpdcpa.com/irs-clarification-on-state-and-local-taxes/) - In wake of tax reform, the IRS issued clarification allowing some business owners to bypass the new $10,000 cap on the state and local tax deduction.
- [GoFundMe | IRS Rules](https://www.wpdcpa.com/gofundme-irs-rules/) - Are GoFundMe donations eligible for a charitable deduction?
- [Employee Bowling Party](https://www.wpdcpa.com/employee-bowling-party/) - The Firm hosted a bowling party at Bowlmor in Scottsdale. Employees enjoyed beverages, food, and unlimited bowling. Pictured: Suzanne LaCross, Ankita Trivedi, Angie Larson, and Stephanie King.
- [Stephen J. Rodis, CPA | Arizona District Export Council Appointment](https://www.wpdcpa.com/arizona-district-export-council-appointment-stephen-j-rodis-cpa/) - Congratulations to Stephen J. Rodis, CPA on his three year appointment to the Arizona District Export Council by the U.S. Secretary of Commerce.
- [What Every Employer Should Know About State Unemployment Tax](https://www.wpdcpa.com/what-every-employer-should-know-about-state-unemployment-tax/) - Most employers in the United States must pay state unemployment tax, the collection of which is authorized by the State Unemployment Tax Act (SUTA). Although most wages are subject to SUTA tax, certain wages may be exempt.
- [Supporting Our Community and Arizona Military](https://www.wpdcpa.com/supporting-our-community-and-arizona-military/) - Wallace, Plese + Dreher (WP+D) believes in supporting our military and recognizes their sacrifices in protecting and defending the U.S. As one of the Firm's community projects, we organized a drive to collect school supplies for Military Assistance Mission (MAM).
- [Supporting Arizona's International Business Community](https://www.wpdcpa.com/supporting-arizonas-international-business-community/) - As Director of the Firm’s tax department and leader of the international team, Steve Rodis serves on multiple international boards such as the Phoenix Committee on Foreign Relations (PCFR).
- [Understanding Changes to USMCA and Mexico](https://www.wpdcpa.com/understanding-changes-to-usmca-and-mexico/) - Stephen J. Rodis, CPA, will discuss U.S. and Mexico export tax benefits during an Arizona District Export Council (DEC) webinar on September 30, 2020.
- [Stephen J. Rodis, CPA Appointed to Arizona State Board of Accountancy Board](https://www.wpdcpa.com/stephen-j-rodis-cpa-appointment-az-state-board-of-accountancy/) - Governor Ducey appoints Stephen J. Rodis, CPA to the Board of the Arizona State Board of Accountancy.
- [Arizona Small Business Income (SBI) Tax](https://www.wpdcpa.com/arizona-small-business-income-tax/) - Senate Bill 1783 allows individual taxpayers to elect to have their Arizona small business adjusted gross income removed from their regular individual income tax return and taxed on a separate Arizona small business income tax return. For taxable years beginning from and after December 31, 2020, a small business taxpayer may elect to file a
- [Arizona Small Business Income Election](https://www.wpdcpa.com/arizona-small-business-income-election/) - Arizona small businesses may elect to file a separate small business income tax return to report their share of Arizona small business gross income. A taxpayer makes the small business income tax election by timely filing a Small Business Income Tax return along with their timely filed individual income tax form.
- [ADOR Guidance Proposition 208 Ruling](https://www.wpdcpa.com/ador-guidance-proposition-208-ruling/) - ADOR issued guidance for taxpayers who are affected by the recent Maricopa County Superior Court ruling striking down the surcharge imposed by Proposition 208. Taxpayers who have already filed do not need to amend their tax returns.
- [Randy G. Brammer, CPA Designated Managing Partner](https://www.wpdcpa.com/randy-g-brammer-cpa-designated-managing-partner/) - Wallace Plese + Dreher (WP+D) designated Randy G. Brammer, CPA as the Firm's new Managing Partner.
- [Common Tax Myths and Facts](https://www.wpdcpa.com/common-tax-myths-and-facts/) - If you file a tax extension, do you still need to pay taxes owed? Are minor children required to pay taxes on income?
- [2021 IRS Top 10 Crime List](https://www.wpdcpa.com/2021-irs-top-10-crime-list/) - The IRS compiled a list of its most famous and high-profile investigations of 2021. The most prominent case was a family sentenced to prison for fraudulently receiving millions of dollars in COVID money.
- [2022 HSA Adjustments](https://www.wpdcpa.com/2022-hsa-limits-adjusted-by-irs/) - The government made small inflation-adjusted increases for 2022 health savings accounts. Catch-up contributions for 55 and older remain the same, along with minimum deductibles.
- [Mandatory 2020 Income Tax E-Filing for Arizona Corporations and Partnerships](https://www.wpdcpa.com/mandatory-2020-income-tax-e-filing-for-arizona-corporations-and-partnerships/) - For tax year 2020, corporations and partnerships are required to e-file their returns.
- [401(k) Plans | Know the Rules](https://www.wpdcpa.com/401k-plans-know-the-rules/) - The benefits of retirement programs, for both companies and employees, can be substantial, but the rules are complicated. You need to figure out how to help your employees while being compliant.
- [What Exactly Is a Tax Year?](https://www.wpdcpa.com/what-exactly-is-a-tax-year/) - Tax years are based on annual accounting periods where you keep records and report income and expenses. A tax year may not be a calendar year.
- [Guidance on Schedules K-2 and K-3](https://www.wpdcpa.com/guidance-on-schedules-k-2-and-k-3/) - The IRS provided further details on additional transition relief for certain domestic partnerships and S corporations preparing the new schedules K-2 and K-3 to further ease the change to these new schedules.
- [Arizona CPA Firm Great Upward Mobility](https://www.wpdcpa.com/arizona-cpa-firm-great-upward-mobility/) - In 1996, three CPAs who met working together for a national CPA firm decided to form Wallace, Plese + Dreher (WP+D) to better serve the Arizona marketplace. Their vision was to build a firm tailored to the needs of Arizona businesses and their local communities. Since then, they have grown from a team of three
- [Medieval Times Employee Holiday Gathering](https://www.wpdcpa.com/medieval-times-dinner-employee-holiday-gathering/) - Wallace Plese + Dreher's employees enjoyed a night of food, drink, and journeyed back in time. An experience unlike other Firm events, employees, spouses, and friends started their journey by walking across a drawbridge and entering an 11th century-style Medieval castle. Suits of armor guards greeted guests and directed them to explore the Hall of
- [Difference Between Credits and Deductions](https://www.wpdcpa.com/difference-between-credits-and-deductions/) - Tax deductions and tax credits can both help you, but that does not mean they are the same thing. Knowing how they work can help you understand your tax situation. Tax credits are subtracted from your final tax liability, dollar for dollar, after it is calculated. For example, a tax credit valued at $1,000 lowers
- [Can a Business Deduct Advertising and Marketing Expenses?](https://www.wpdcpa.com/can-a-business-deduct-advertising-and-marketing-expenses/) - In a recent release, the IRS reiterated that the tax law allows businesses to deduct advertising and marketing costs as "expenses that help them bring in new customers and keep existing ones." These costs may include expenses for advertising and marketing. Businesses may find regulations in this area are both wider and narrower than they
- [January 31 Preparing for Business Tax Filings](https://www.wpdcpa.com/january-31-preparing-for-business-tax-filings/) - January 31 is a significant date for businesses to perform certain tasks and start preparing for their tax filings. Businesses should keep in mind that state taxing authorities have their own set of due dates. It is never too early to work with your accounting and payroll staff to make sure your end-of-year reporting is
- [2022 Arizona and Federal Tax Filing Deadlines](https://www.wpdcpa.com/arizona-tax-filing-deadlines/) - It is never too early to start thinking about and preparing for tax filing season. Every year, changes are made to Arizona's tax code. Since April 15 2022 falls on a federal holiday, taxpayers have until Monday, April 18, 2022, to file their 2021 tax return. If filing an extension, the extended due date to
- [Employee Retention Credit (ERC) IRS Guidance](https://www.wpdcpa.com/employee-retention-credit-erc-irs-guidance/) - The IRS issued guidance for employers regarding the retroactive termination of the Employee Retention Credit (ERC), which now applies only to wages paid before October 1, 2021, unless the employer is a recovery startup business. This guidance can be found in Notice 2021-65. It applies to employers that paid wages after September 30, 2021, and
- [Is a Private Equity Partnership Right for You?](https://www.wpdcpa.com/is-a-private-equity-partnership-right-for-you/) - According to McKinsey & Company's annual survey of private markets, businesses raised $7.3 trillion from private markets in 2020, and 61% of those funds came from private equity. To determine whether a private investor is right for your company, consider these three assessments: Step 1: Understand your motivation. Is this a growth strategy or an
- [Individual and Business Tax Checklist](https://www.wpdcpa.com/business-tax-checklist/) - As 2021 comes to a close, it is a good time to catch up with paperwork and make sure everything is in order for individual and business tax purposes. The following checklist is a guide to the items you and your business will need for taxes and other business purposes. 2022 Individual Taxes 1. Individual
- [2021 Year-End Tax Planning Tips](https://www.wpdcpa.com/2021-tax-tips/) - The end of the year always brings possible last-minute tax changes, which is especially true for 2021. New legislation may mean major changes starting in 2022, but other proposed bills, such as new capital gains and qualified dividend tax rates, may take effect retroactively. These possibilities make it difficult to plan with certainty. Specific provisions
- [Arizona Tax Credits for Qualifying Charitable Organizations](https://www.wpdcpa.com/arizona-tax-credits-qualifying-charitable-organizations/) - Arizona offers many opportunities to claim tax credits for Qualifying Charitable Organizations, including Foster Care tax credits on Arizona personal income tax. Also, there are credits for donating to public schools and Certified School Tuition Organizations. Contributions to Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations Arizona provides two separate tax credits for individuals
- [Taxpayer Reminder Limited-Time Donation Rules](https://www.wpdcpa.com/limited-time-donation-rules/) - Recently, the IRS reminded taxpayers of limited-time donation rules governing the deduction of charitable contributions. Legislation has relaxed a number of these rules as long as donors take advantage of them by the end of 2021. Both individual and business taxpayers should be aware of these temporary rules. Temporary Rules for 2021 Deduction for Individuals
- [Managing Supply Chain Risks](https://www.wpdcpa.com/managing-supply-chain-risks/) - Business owners are asking themselves, "When will COVID-19 finally end?" There is no clear answer and business owners must remain vigilant to the threats to their industry. For many, this means managing the internal and external risks is a top priority.
- [Remote and Hybrid Employees | State and Local Tax Considerations](https://www.wpdcpa.com/remote-employees-state-and-local-tax-considerations/) - With remote and hybrid work arrangements, employers should be very deliberate when communicating and executing policies relating to an employee’s work location. Individual taxpayers need to be familiar with tax laws in their resident state and businesses should be aware of tax laws in all states they operate.
- [Latest News on Vaccine Mandates](https://www.wpdcpa.com/latest-news-on-vaccine-mandates/) - COVID-19 and its variants continue to disrupt the way we live, work, and play. One of the most pressing issues is whether businesses can — or should — issue a vaccine mandate for their employees.
- [Recognizing Revenue Under ASC 606](https://www.wpdcpa.com/recognizing-revenue-under-asc-606/) - Before ASC 606, Revenue from Contracts with Customers, was adopted, different industries used different methods for reporting income even when they were accounting for similar transactions. Standardizing transactions is an important step, but now that all public and private companies must use the same accounting methods for reporting revenue, companies need to make certain adjustments.
- [Paycheck Protection Program Flexibility Act of 2020](https://www.wpdcpa.com/paycheck-protection-program-flexibility-act-of-2020/) - The Paycheck Protection Program Flexibility Act of 2020 modifies certain provisions related to PPP loan forgiveness. Specifically, it allows recipients to defer payroll taxes.
- [SBA PPP Guidance on Employees Refusing to be Rehired](https://www.wpdcpa.com/sba-ppp-guidance-on-employees-refusing-to-be-rehired/) - The SBA issued PPP loan guidance that businesses can exclude laid-off employees from loan forgiveness reduction calculations if employees reject a written offer to be rehired.
- [PPP Loan Forgiveness Application](https://www.wpdcpa.com/ppp-loan-forgiveness-application/) - The SBA published its PPP Loan Forgiveness Application providing some clarity about allowing borrowers to use their regular payroll schedule. Borrowers were concerned about matching their payroll cycle to the testing or covered period in the forgiveness formula.
- [PPP Partial Loan Forgiveness](https://www.wpdcpa.com/ppp-partial-loan-forgiveness/) - The PPP Flexibility Act offers partial loan forgiveness when a borrower uses less than 60% of the loan for payroll costs during the forgiveness covered period.
- [PPP Loan Applications Extended Until August 8, 2020](https://www.wpdcpa.com/ppp-loan-applications-extended-until-august-8-2020/) - President Trump extended acceptance of Paycheck Protection Program (PPP) loan applications until August 8, 2020, a five-week extension.
- [COVID-19 Reassessing Estate Planning](https://www.wpdcpa.com/reassessing-estate-planning-during-covid-19/) - COVID-19 caused many changes in our personal and business lives, giving us time to rethink our priorities and expectations. Do you have an estate plan in place?
- [Applying for PPP Forgiveness](https://www.wpdcpa.com/applying-for-ppp-forgiveness/) - As more banks start accepting forgiveness applications, PPP borrowers need to know what to do to obtain maximum forgiveness, including required documentation for forgiveness application forms.
- [Relief for Small PPP Loan Borrowers](https://www.wpdcpa.com/relief-for-small-ppp-loan-borrowers/) - The SBA issued a new form making it easier for smaller borrowers to qualify for loan forgiveness and clarified due dates. Is your company eligible for the simplified paperwork?
- [IRS Releases Additional Guidance on PPP Loan Forgiveness](https://www.wpdcpa.com/irs-additional-guidance-on-ppp-loan-forgiveness/) - The IRS published a Revenue Procedure and a Revenue Ruling to clarify certain complex and controversial details in PPP loan forgiveness. Contact our PPP loan forgiveness task force for assistance.
- [IRS: Eligible PPP Expenses Now Deductible](https://www.wpdcpa.com/irs-eligible-ppp-expenses-now-deductible/) - On January 6, 2021, the IRS and Treasury Department issued guidance allowing deductions for the payments of eligible expenses under the Paycheck Protection Program (PPP).
- [Overview of the New PPP2](https://www.wpdcpa.com/overview-of-the-new-ppp2/) - Enacted at the end of 2020, the Consolidated Appropriations Act, 2021, allocates $325 billion to small businesses, nonprofits and venues hit hard by the COVID-19 pandemic. Of that amount, approximately $284 billion goes toward the Paycheck Protection Program (PPP). The previous round of PPP funding ended earlier in 2020. The rules are complex, but here
- [Employee Retention Credit](https://www.wpdcpa.com/employee-retention-tax-credit/) - The Internal Revenue Service (IRS) urges employers to take advantage of the newly-extended Employee Retention Credit (ERC), designed to make it easier for businesses that, despite challenges posed by COVID-19, choose to keep their employees on the payroll. The ERC is one of the more popular relief items for businesses and recent legislation has made
- [PPP Loan Program Gets Extension](https://www.wpdcpa.com/ppp-loan-program-gets-extension/) - Congress has approved the "PPP Extension Act of 2021," which extends the Payroll Protection Program. Originally, it was scheduled to expire on March 31.
- [Wallace Plese + Dreher | PPP Loan Forgiveness Application Assistance](https://www.wpdcpa.com/paycheck-protection-program-ppp-taskforce/) - Do you have questions about your SBA PPP Loan Forgiveness Application? Contact Mark Dreher, Barry Graham, or Brandon Temple for PPP Loan Forgiveness assistance.
- [American Opportunity Tax Credit](https://www.wpdcpa.com/american-opportunity-tax-credit/) - The American Opportunity Tax Credit and the Lifetime Learning Credit can offer tax savings for higher education. Tax savings may be available for you, your spouse, or your dependents taking postsecondary coursework.
- [Benefits of 529 Plans](https://www.wpdcpa.com/benefits-of-529-plans/) - Many people do not realize that one of the lesser-known uses of 529 plans is helping families retool skill sets in midcareer training, career acceleration, and time away from the job market.
- [Wayfair Case Review](https://www.wpdcpa.com/wayfair-case-review/) - The Supreme Court's ruling in South Dakota v. Wayfair, Inc. changed the standard for when states need to collect sales tax from entities doing business in the state. Before the decision, states taxed only companies with a physical presence in the state, but they now tax all those with an economic presence. Since that time,
- [Digital Assets, Privacy, and Estate Planning](https://www.wpdcpa.com/digital-assets-privacy-and-estate-planning/) - Estate plans should address the management and distribution of digital assets. Examples of digital assets include: Electronic communications — emails, social networking sites and blogs. Online reward programs. Financial accounts. Documents stored in the cloud. Income-generating websites or blogs. Digital collections — music files, photographs and videos. Business accounts — customer databases, including personal and
- [Estate Planning for the High-Net-Worth](https://www.wpdcpa.com/estate-planning-for-the-high-net-worth/) - President Biden's proposed infrastructure plan would end the step-up in basis taxpayers often use to minimize tax on inherited wealth. Since assets like family businesses, homes, stocks, and art generally appreciate over time, eliminating the step-up in basis effectively raises the amount of tax on these assets.
- [2021 Child Tax Credit and Advance Child Tax Credit Payments](https://www.wpdcpa.com/2021-child-tax-credit-and-advance-child-tax-credit-payments/) - For 2021, families will begin receiving early payments from the IRS of 50 percent of the estimated amount of the Child Tax Credit. If the IRS processed your 2020 tax return or 2019 tax return, these automatic monthly payments will begin on July 15 through December 15, 2021, based on the information contained in that
- [Future of Taxes and Multinational Corporations](https://www.wpdcpa.com/future-of-taxes-and-multinational-corporations/) - Countries around the globe are trying to stem the "rush to the bottom," which has multinational companies moving their corporate headquarters to lower their tax bills. Bermuda, the Cayman Islands, and Ireland are popular destinations for corporations looking for tax havens. According to the International Monetary Fund, the result of this tax strategy is a
- [Independent Contractor Rule Withdrawn by DOL](https://www.wpdcpa.com/independent-contractor-rule-withdrawn-by-dol/) - In May 2021, the Department of Labor (DOL) withdrew the "Independent Contractor Status Under the Fair Labor Standards Act" final rule. According to the Society for Human Resource Management (SHRM), "The DOL has traditionally analyzed a number of factors to consider whether a worker is an independent contractor or employee and looked at 'the totality
- [Retirement Plan Reporting Requirements](https://www.wpdcpa.com/retirement-plan-reporting-requirements/) - Sponsors of retirement plans are required by law to report information to the IRS, the Department of Labor (DOL), and Pension Benefit Guarantee Corporation (PBGC). Your plan type, business size, and circumstances affect the type of information, forms, and disclosure requirements. Basic reporting and disclosure requirements for retirement plans under the Internal Revenue Code and
- [NFTs | Non-fungible Tokens](https://www.wpdcpa.com/nfts-non-fungible-tokens/) - Non-fungible tokens or NFTs, a player in the cryptocurrency world, have increasingly been making their mark. Few understand them, how they work, and risks.
- [Restaurant Revitalization Fund](https://www.wpdcpa.com/restaurant-revitalization-fund/) - The American Rescue Plan Act established the Restaurant Revitalization Fund to provide funding to help pandemic-affected restaurants. Recipients are not required to repay the funding as long as funds are used for eligible uses no later than March 11, 2023.
- [2020 Arizona Conformity Notice](https://www.wpdcpa.com/2020-arizona-conformity-notice/) - On April 14, 2021, Governor Ducey signed Senate Bill 1752, which conformed to the definition of federal adjusted gross income (federal taxable income, for corporations), including federal changes made during 2020 as well as through the 2021 American Rescue Plan.
- [IRS Issues Additional Guidance on Food Deduction](https://www.wpdcpa.com/irs-additional-guidance-on-food-deduction/) - Beginning January 1, 2021 through December 31, 2022, businesses can claim 100% of their food or beverage expenses paid to restaurants as long as the business owner, or an employee of the business, is present when food or beverages are provided and the expense is not lavish or extravagant under the circumstances. The IRS issued
- [ADOR Extends Individual Income Tax Deadline to May 17](https://www.wpdcpa.com/ador-extends-income-tax-deadline-to-may-17/) - The State of Arizona has announced it has moved the deadline for filing and paying state individual income taxes from April 15 to May 17, 2021. Additionally, the deadline for first quarter tax year 2021 individual estimated tax payments remains April 15, 2021. This follows the Treasury Secretary announcement that the Internal Revenue Service (IRS)
- [ADOR Monitoring Bill Extending Individual Tax Deadline to May 17](https://www.wpdcpa.com/ador-waiting-for-ducey-to-sign-bill-extending-tax-deadline/) - Individual Income Tax Will Arizona be extending the filing deadline to May 17 to match the federal deadline? The Arizona Department of Revenue (ADOR) is actively monitoring a bill that would extend the Arizona filing deadline for individual filers to May 17. The Internal Revenue Service has extended the tax deadline for individual filers to
- [IRS Extends 2020 IRA and HSA Contributions to May 17](https://www.wpdcpa.com/ira-contributions-extended-to-may-17/) - The IRS announced that individuals have until May 17, 2021 to meet certain deadlines that would normally fall on April 15, 2021. This follows a previous announcement from the IRS on March 17, 2021 that the federal income tax filing due date for individuals for the 2020 tax year was extended from April 15, 2021
- [IRS and Private Tax Collection](https://www.wpdcpa.com/irs-and-private-tax-collection/) - The IRS is using private collection contractors to assist in collecting delinquent federal taxes. Learn how taxpayer rights are protected during the collections process.
- [New Laws Impact Retirement Plans](https://www.wpdcpa.com/new-laws-impact-retirement-plans/) - The IRS is reminding taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts. Previous rules stated that a retirement plan account owner must begin taking an RMD annually starting the year they reach 70½ or 72, depending on the birthdate and retirement year of the plan owner. Retirement plans requiring RMDs include
- [Foreign Earned Income and U.S. Tax Laws](https://www.wpdcpa.com/foreign-earned-income-and-u-s-tax-laws/) - If you live overseas, you will likely find yourself in a special tax situation and may need to file Form 2555, Foreign Earned Income. You may be eligible for an exclusion that allows you to exclude a certain amount of income from taxation: $107,600 in 2020 and $108,700 in 2021. Qualifying for the Foreign Earned
- [IRS Extends 2020 Tax Deadline for Individuals](https://www.wpdcpa.com/irs-extends-2020-tax-deadline-for-individuals/) - On March 17, 2021, the Treasury Department and IRS announced the federal income tax filing due date for individuals for the 2020 tax year will automatically be extended from April 15, 2021 to May 17, 2021. As of today, tax returns for corporations and trusts are due on April 15, 2021. Individual taxpayers do not need
- [Nonprofits and Restricted Funds](https://www.wpdcpa.com/nonprofits-and-restricted-funds/) - Donors have the right to set restrictions on the donations they give to a nonprofit. Grant funders want to make sure their funds are spent on agreed-upon programs. Nonprofits have to ensure these funds are spent in a way that donors support. Restricted funds ensure that donors alone can direct the usage of their assets.
- [IRS Update: American Rescue Plan Act - Relief Bill](https://www.wpdcpa.com/irs-update-on-relief-bill/) - The American Rescue Plan Act of 2021 (Act), with some referring to it as the relief bill, is voluminous and will take some time to understand the full scope. The IRS has begun issuing guidance, which provides help in understanding key provisions, but does not contradict what has been widely published so far about the
- [American Rescue Plan Act of 2021](https://www.wpdcpa.com/american-rescue-plan-act-of-2021/) - After much debate, the Senate and House reached various compromises on the latest relief bill, the American Rescue Plan Act of 2021, which Biden signed into law on March 11, 2021. The $1.9 Trillion COVID-19 relief bill contains 600 pages and includes many provisions. Expect more guidance in the coming weeks. In the meantime, here
- [IRS Clarifies CP59 Notices](https://www.wpdcpa.com/irs-clarifies-cp59-notices/) - The IRS issued notices to approximately 260,000 taxpayers stating they have not filed their 2019 federal tax return. These notices, referred to as CP59 notices, are issued yearly to identified taxpayers who failed to file a tax return that was due the prior calendar year (Tax Year 2019). Due to pandemic related shutdowns, the IRS
- [Reasons Companies Should Offer a 401(k) Plan](https://www.wpdcpa.com/reasons-companies-should-offer-a-401k-plan/) - A 401(k) plan is an employer-sponsored retirement savings plan that enables employees to contribute a portion of their paychecks to a tax-advantaged retirement account. Employees can make traditional 401(k) contributions with pretax dollars. Also, there is a Roth 401(k) option in which contributions are made with post-tax dollars where employees can make tax-free withdrawals in
- [IRS Grants Relief on FSAs and DCAPs](https://www.wpdcpa.com/irs-grants-relief-on-fsas-and-dcaps/) - The IRS is providing some accommodation to employee benefit plans offering health flexible spending accounts (FSAs) and dependent care assistance plans (DCAPs). Under the COVID-19-related Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the Act), these plans now have additional discretion in 2021 and 2022 to adjust their programs to help employees better meet
- [Warnings About Fraudulent Unemployment Forms](https://www.wpdcpa.com/warnings-about-fraudulent-unemployment-forms/) - The Arizona Department of Revenue (ADOR) advises taxpayers who receive a Form 1099-G from the Arizona Department of Economic Security (DES) for unemployment benefits they did not receive to contact the Arizona Department of Economic Security for a corrected form. Form 1099-G for Arizona Unemployment Insurance (UI) or Pandemic Unemployment Assistance (PUA) benefits are sent
- [Managing Construction Company Cash Flow](https://www.wpdcpa.com/managing-construction-company-cash-flow/) - Some Arizona construction company owners focusing on operational activities may not realize how financing purchases and selling assets make a difference. Projecting future cash flow is not easy. For construction companies, it becomes more complicated because no two projects are the same. Cash flow management involves looking at current cash flow reports and making business
- [PPP Loan Provisions for Small Businesses](https://www.wpdcpa.com/ppp-loan-provisions-for-small-businesses/) - Beginning February 24, 2021, the Small Business Administration (SBA) is establishing an 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees. This will give lenders and community partners more time to work with the smallest businesses to submit their applications. The SBA announced four additional changes to open the
- [Penalties for Not Filing 2020 Estimated Taxes](https://www.wpdcpa.com/penalties-for-not-filing-2020-estimated-taxes/) - Last year was a difficult year for everyone and the last thing anyone wants to think about is owing an unexpected tax penalty. Unfortunately, self-employed individuals and small-business owners who are required to pay estimated taxes may find themselves in that position if they did not pay their estimated tax for 2020. The IRS requires
- [Mark R. Dreher, CPA Appointed to CPAmerica's Board of Directors](https://www.wpdcpa.com/mark-r-dreher-cpa-appointed-to-cpamerica-board-of-directors/) - Mark R. Dreher, CPA was appointed to the Board of Directors for CPAmerica, Inc., an accounting association of independent certified public accounting firms. Mark is among nine elected board members representing the association's diverse membership. CPAmerica provides support to its members by sharing best practices between members and access to expertise from established relationships with
- [About FDAP](https://www.wpdcpa.com/about-fdap/) - What is FDAP income? It stands for fixed, determinable, annual and periodical, and refers to certain income nonresident aliens earn in the U.S. This income is subject to a withholding tax of 30%, although certain tax treaties offer a lower rate. According to the IRS, tax at a 30% or lower treaty rate applies to
- [Consolidated Appropriations Act, 2021](https://www.wpdcpa.com/consolidated-appropriations-act-2021/) - The pandemic relief package (Consolidated Appropriations Act, 2021) gives a break to the hardest-hit small businesses by reopening the Paycheck Protection Program and offers them the ability to apply for a second loan. The new round of loans will be limited to those with fewer than 300 employees that have experienced drops of at least
- [2020 Business Tax Deductions](https://www.wpdcpa.com/2020-business-tax-deductions-to-consider/) - It has been a challenging year, but one thing that has not changed is taxes. Fortunately, Arizona businesses can take advantage of certain tax deductions.
- [Arizona Bingo and Raffles](https://www.wpdcpa.com/arizona-bingo-and-raffles/) - The Arizona Department of Revenue (ADOR) issued a reminder about legalities surrounding bingo and raffles in the State of Arizona. In the State of Arizona, all forms of online gambling are illegal.
- [FATCA Basics and Form 8938](https://www.wpdcpa.com/fatca-basics-and-form-8938/) - Americans with certain foreign financial assets have special tax reporting responsibilities. The Foreign Account Tax Compliance Act (FATCA) requires foreign financial institutions and certain other nonfinancial foreign entities report on the foreign assets held by their U.S. account holders or be subject to withholding on relevant payments.
- [2021 Key Adjustments | ACA | HSA | Inflation Adjustments](https://www.wpdcpa.com/2021-key-adjustments-aca-hsa-inflation-adjustments/) - After a year of turmoil and surprises, what will 2021 bring? One certainty is that the federal government is changing a variety of numbers affecting the finances of businesses and individuals.
- [Mark R. Dreher, CPA | What Businesses Can Do to Prosper Post-Pandemic](https://www.wpdcpa.com/mark-r-dreher-cpa-business-news/) - Mark R. Dreher, CPA gives guidance to Arizona businesses post-pandemic.
- [ADOR Importance of Verifying Mailing Address](https://www.wpdcpa.com/ador-importance-of-verifying-mailing-address/) - The Arizona Department of Revenue (ADOR) reminds taxpayers and business owners to verify their mailing address when filing. ADOR recommends using a standardized address that is fully spelled out and uses the postal service standard abbreviations when filing electronically or registering online.
- [Maximizing Retirement Contributions and Savings](https://www.wpdcpa.com/maximizing-retirement-contributions-and-savings/) - Since deferring income into another year is no longer an option, retirement contributions are a great way to reduce adjusted gross income (AGI). Some options include IRAs and retirement savings to lower taxes.
- [Section 179 Can Help Construction Companies](https://www.wpdcpa.com/section-179-can-help-construction-companies/) - Construction companies have an opportunity to save on taxes through Section 179. The deduction can help with the rising expense of labor in light of the skilled worker shortage and contribute to training employees.
- [COVID-19 Era Compensation Planning](https://www.wpdcpa.com/covid-19-era-compensation-planning/) - Compensation planning in the COVID-19 era continues to shift. How should your company handle compensation during cash flow challenges?
- [What is a Supplemental Unemployment Benefits (SUB) Plan?](https://www.wpdcpa.com/what-is-a-supplemental-unemployment-benefits-sub-plan/) - The adverse economic impact of COVID-19 has bolstered employers' interest in supplemental unemployment benefits (SUB) plans. which is an employer-sponsored benefit that provides severance pay to employees who involuntarily lose their jobs such as through layoff, reduction in force, or plant closing.
- [Foreign Financial Account Reporting and FBAR](https://www.wpdcpa.com/foreign-financial-accounts-and-fbar/) - Every year, under federal law, taxpayers must report certain foreign financial accounts to the Treasury Department. Whether the account produced taxable income has no effect on whether the account is a foreign financial account for FBAR purposes.
- [SSA Announces 2021 COLA and Max Earnings](https://www.wpdcpa.com/ssa-announces-2021-cola-and-max-earnings/) - The SSA published its 2021 COLA increases and new ceiling for earnings subject to OASDI. What numbers are changing?
- [Restructuring Debt as a Business Strategy](https://www.wpdcpa.com/restructuring-debt-as-a-business-strategy/) - Covid-19 has forced many businesses to make hard choices regarding their future. Restructuring debt may be an option to consider.
- [IRS Final Regulations on Meals and Entertainment](https://www.wpdcpa.com/irs-final-regulations-on-meals-and-entertainment/) - The 2017 TCJA changed rules for meals and entertainment. Recent IRS guidance may clear up some confusion and Arizona business owners should consult with their CPA to make sure they are not violating any rules or leaving money on the table.
- [Arizona Manufacturing, Technology and COVID-19](https://www.wpdcpa.com/arizona-manufacturing-technology-and-covid-19/) - To improve your Arizona manufacturing company's ability to innovate, contact us about cash flow forecasting, tax planning, and accounting.
- [Deadline Approaching for Tax Year 2019 Filing Extension](https://www.wpdcpa.com/deadline-approaching-for-tax-year-2019-filings/) - Federal individual and calendar year corporate returns (except S Corporations) are due October 15, 2020, and calendar year fiduciary returns were due September 30, 2020.
- [Arizona TPT Electronic Filing and Payment Effective January 1, 2021](https://www.wpdcpa.com/arizona-tpt-electronic-filing-and-payment/) - The transaction privilege tax electronic (TPT) filing and paying threshold lowers to $500 beginning January 1, 2021. There will be penalties for not filing and paying electronically.
- [Deferral of Social Security Tax Withholdings](https://www.wpdcpa.com/deferral-of-social-security-tax-withholdings/) - On August 8, 2020, President Trump issued an executive order offering payroll tax deferral until the end of 2020. Deferral would begin on September 1, 2020 and employers could pause collecting the 6.2% employee portion of the social security tax on an employee’s annual wages for 2020.
- [IRS Announcement CCH E-Filing Outage on September 15, 2020](https://www.wpdcpa.com/irs-announcement-cch-e-filing-outage-on-september-15-2020/) - The IRS stated in a September 24, 2020 memorandum, it would treat September 15, 2020 returns and any elections filed on September 17, 2020, as timely if the September 15, 2020 filing was affected by a CCH e-filing system software outage.
- [Strategizing for a New Normal](https://www.wpdcpa.com/strategizing-for-a-new-normal/) - Strategizing for an uncertain future is not easy and Arizona businesses are taking a closer look at their response to COVID-19. Learn more about strategic planning in today's environment.
- [Does Workers' Compensation Cover COVID-19?](https://www.wpdcpa.com/does-workers-compensation-cover-covid-19/) - The applicability of workers' compensation programs to COVID-19 is one of the great legal and financial issues. Does workers' compensation cover COVID-19? There are no firm answers.
- [Do You Know Your Key Performance Indicators (KPIs)?](https://www.wpdcpa.com/do-you-know-your-key-performance-indicators-kpis/) - How is your business doing? Having a lot of customers or clients does not necessarily mean success. Do you know your key performance indicators, also known as KPIs?
- [COVID-19 Cost Reductions of Some Export Services](https://www.wpdcpa.com/covid-19-cost-reductions-of-some-export-services/) - The International Trade Administration and U.S. & Foreign Commercial Service are temporarily reducing or eliminating costs of some export services to U.S. businesses affected by COVID-19.
- [COVID-19 Lastest DOL Guidance](https://www.wpdcpa.com/covid-19-lastest-dol-guidance/) - COVID-19 has affected both employers and employees, and everyone is trying to figure out the best way to work under new situations and rules. On July 20, 2020, the U.S. Department of Labor (DOL) released additional guidance on protections and requirements of the Fair Labor Standards Act (FLSA), the Family and Medical Leave Act (FMLA),
- [IRS Operational Processing Delays COVID-19](https://www.wpdcpa.com/irs-operational-processing-delays-covid-19/) - The IRS is experiencing delays in processing paper tax returns due to limited staffing. Taxpayers are strongly encouraged to file electronically through a CPA or accountant or tax software provider.
- [IRS Accepts E-Filings of Amended Individual Tax Returns](https://www.wpdcpa.com/irs-accepts-e-filings-of-amended-individual-tax-returns/) - The IRS reached a major milestone by accepting Form 1040-X, Amended U.S. Individual Income Tax Return, electronically. Taxpayers can correct tax returns with fewer errors and expedite processing.
- [Interpreting Financial Reports](https://www.wpdcpa.com/interpreting-financial-reports/) - Your financial statements can tell you what is happening in your business today and expectations for the future. Knowing how to interpret financial reports gives you insight into your business.
- [2020 Tax Credits Expiring](https://www.wpdcpa.com/2020-tax-credits-expiring/) - Several tax credits and incentives, such as the qualified fuel cell motor vehicles and energy-efficient home improvements, are set to expire at the end of 2020.
- [Arizona and Federal Taxes Due July 15, 2020](https://www.wpdcpa.com/arizona-and-federal-taxes-due-july-15-2020/) - In March 2020, due to COVID-19, the IRS automatically extended the filing deadline for tax returns from April 15 to July 15, 2020. The extension applied to all individual returns, trusts, and corporations. The Arizona tax filing deadline was also extended to July 15, 2020.
- [COVID-19 Understanding Sales Tax Thresholds](https://www.wpdcpa.com/covid-19-understanding-sales-tax-thresholds/) - COVID-19 caused many brick-and-mortar entities to strengthen or create their online presence, forcing them to address sales tax complexities.
- [Home Office Tax Deduction Rules](https://www.wpdcpa.com/home-office-tax-deduction-rules/) - Can I take a home office tax deduction? What tax deduction is allowable and under which circumstance?
- [SBA and Treasury Announces PPP Transparency Enhancement](https://www.wpdcpa.com/sba-and-treasury-announces-ppp-transparency-enhancement/) - SBA and Treasury agreed with U.S. Senate Small Business Committee bipartisan leadership to make public additional data regarding the Paycheck Protection Program (PPP).
- [COVID-19 Impact on Social Security](https://www.wpdcpa.com/covid-19-impact-on-social-security/) - The pandemic will affect Social Security benefits for those born in 1960, due to the complicated formula the Social Security Administration uses to calculate benefits.
- [PPP Funds Still Available](https://www.wpdcpa.com/ppp-funds-still-available/) - With the enactment of the Paycheck Protection Program Flexibility Act, more than $129 billion in PPP funds are still available.
- [SBA Accepting New EIDL Applications](https://www.wpdcpa.com/sba-accepting-new-eidl-applications/) - The SBA is accepting new Economic Injury Disaster Loan (EIDL) and EIDL Advance applications from qualified small businesses and agricultural businesses.
- [Presentation: PPP Current Tax Developments and Forgiveness](https://www.wpdcpa.com/ppp-current-tax-developments-and-forgiveness/) - Join Stephen J. Rodis, CPA and Mark R. Dreher, CPA in an ASCPA live online webcast on June 20, 2020, about current PPP tax issues and status of forgiveness portion of the PPP loan program, including financial reporting options.
- [CARES Act Retirement Provisions](https://www.wpdcpa.com/cares-act-retirement-provisions/) - COVID-19 impact all aspects of finances, including retirement savings. The CARES Act (Act) contains provisions affecting these plans that remain in effect for 2020
- [COVID-19 Work From Home State Tax Agreements](https://www.wpdcpa.com/covid-19-work-from-home-state-tax-agreements/) - COVID-19 may have created tax complications for companies with employees working from home in another state. To prevent tax surprises for you and your employees, understanding how to classify wages will avoid penalties and amending tax filings.
- [2021 Inflation-Adjusted HSA Increase](https://www.wpdcpa.com/2021-inflation-adjusted-hsa-increase/) - The IRS announced an inflation-adjusted increase to Health Savings Accounts for calendar year 2021. HSAs are savings accounts that employees can use with a high-deductible health plan to cover higher deductibles and copays.
- [CDC Guidance on Reopening Businesses](https://www.wpdcpa.com/cdc-guidance-on-reopening-businesses/) - The CDC has given guidance for reopening certain businesses under specific circumstances. Businesses should start developing their reopening plans with these guidelines.
- [Arizona Stay At Home Order Expires May 15, 2020](https://www.wpdcpa.com/arizona-stay-at-home-order-expires-may-15-2020/) - Arizona retail, including retailers in indoor shopping malls, pools, gyms, fitness providers, spas, massage therapists, and personal services may open on May 13, 2020, with physical distancing and enhanced sanitation.
- [Arizona Tax Deadline Extended to July 15, 2020](https://www.wpdcpa.com/arizona-tax-deadline-extended-to-july-15-2020/) - On March 20, 2020, the Arizona Department of Revenue (ADOR) announced it moved the deadline for filing and paying state income taxes from April 15 to July 15, 2020.
- [Arizona and Federal Tax Filing Dates | Estimated Tax Payments](https://www.wpdcpa.com/arizona-and-federal-tax-filing-dates-estimated-tax-payments/) - The April 15, 2020 deadline for filing and paying Arizona and federal income taxes for the 2019 calendar year is July 15, 2020. The Arizona due date for first quarter estimated tax payments has not changed and remains April 15, 2020.
- [PPP Repayment Deadline Extended to May 14, 2020](https://www.wpdcpa.com/ppp-repayment-deadline-extended-to-may-14-2020/) - The Trump Administration extended the deadline for companies to repay PPP loans from May 7, 2020 to May 14, 2020. The decision comes after many groups and organizations requested the administration provide additional time for companies to determine if they would return the funds.
- [Majority Supports Protecting Employers from COVID-19 Lawsuits](https://www.wpdcpa.com/majority-supports-protecting-employers-from-covid-19-lawsuits/) - U.S. Chamber Institute of Legal Reform poll shows more than 6-in-10 Americans say Congress should extend liability protections to employers.
- [PPP: Tax Responsibilities and Disbursement Rules](https://www.wpdcpa.com/ppp-tax-responsibilities-and-disbursement-rules/) - The IRS and SBA issued guidance clarifying certain rules about PPP. Whether you have a loan already or preparing to apply, you should be aware of tax responsibilities and disbursement rules.
- [Arizona Restaurants and Salons to Reopen](https://www.wpdcpa.com/arizona-restaurants-and-salons-to-reopen/) - Arizona Governor Ducey announced barbers and cosmetologists can resume operations on May 8, 2020, and dine-in restaurants on May 11, 2020, with safety protocols and best practices.
- [Arizona Stay Home Order Modified Through May 15, 2020](https://www.wpdcpa.com/arizona-stay-home-order-modified-through-may-15-2020/) - On April 29, 2020, Governor Ducey loosen some Stay Home restrictions, including a phased in approach for retail stores effective May 4, 2020. The Stay Home order remains in effect through May 15, 2020, with modifications.
- [Offering COBRA to Furloughed Employees](https://www.wpdcpa.com/offering-cobra-to-furloughed-employees/) - Are companies required to offer COBRA to employees that lose coverage under a group health plan due to a furlough relating to COVID-19?
- [COVID-19 CARES Act Net Operating Losses](https://www.wpdcpa.com/covid-19-cares-act-net-operating-losses/) - The Internal Revenue Service issued guidance providing tax relief under the CARES Act for taxpayers with net operating losses, offering a six-month extension to file on carrybacks.
- [CARES Act Provider Relief Fund](https://www.wpdcpa.com/cares-act-provider-relief-fund/) - According to HHS, a portion of the $100 billion Provider Relief Fund will be used to reimburse healthcare providers, at Medicare rates, for COVID-related treatment of the uninsured. As a condition, providers are obligated to abstain from "balance billing" any patient for COVID-related treatment. 
- [Penalty and Interest Waiver](https://www.wpdcpa.com/penalty-and-interest-waiver/) - On March 17, 2020, Treasury Secretary Steven Mnuchin announced that, while the due date for filing 2019 tax returns would not be postponed, the IRS would waive penalties and interest on tax payments for 90 days. The waiver only applies to individual taxpayers owing up to $1 million in taxes and corporations owing up to $10 million in taxes.
- [Families First Coronavirus Response Act](https://www.wpdcpa.com/families-first-coronavirus-response-act/) - The Families First Coronavirus Response Act (H.R. 6201) is now law, and attorneys, accountants, and other professionals are reviewing the main provisions about paid family and sick leave.
- [Coronavirus and Business Management](https://www.wpdcpa.com/coronavirus-and-business-management/) - There are many unknowns about the coronavirus. With any health crisis, business owners and managers should know what their responsibilities are regarding employees.
- [SBA Lending | Economic Injury Disaster Loan Program](https://www.wpdcpa.com/sba-lending-economic-injury-disaster-loan-program/) - Governor Ducey declared most Arizona counties, including Maricopa, a disaster area. This means business owners can apply for low-interest loans online through the U.S. Small Business Administration (SBA) Disaster Loan Application Portal.
- [Stimulus Aid Package | Individuals and Businesses](https://www.wpdcpa.com/stimulus-aid-package-individuals-and-businesses/) - Congress is proposing a stimulus bill, which is expected to become law in the next few days. Here are some of the major provisions and potential impacts.
- [SBA 504 Existing Borrowers Eligible for Deferments](https://www.wpdcpa.com/existing-borrowers-sba-504-and-7a-programs-eligible-for-deferments/) - The SBA strongly encouraged its lending partners to offer deferment relief to existing borrowers that have been adversely affected by COVID-19-related economic disruptions.
- [COVID-19 and Retirement Plans](https://www.wpdcpa.com/covid-19-and-retirement-plans/) - Individuals and families receiving a one-time payment from the federal government could help many savers avoid using 401(k) accounts for loans.
- [Paycheck Protection Program (PPP) Loan Forgiveness](https://www.wpdcpa.com/paycheck-protection-program-ppp-loan-forgiveness/) - The Small Business Administration (SBA) released an Interim Final Rule addressing eligibility issues and requirements for certain pledges. The CARES Act requires the SBA to issue additional guidance on rules for loan forgiveness by April 27, 2020.
- [Arizona 2019 Tax Credit Contribution Deadline April 15, 2020](https://www.wpdcpa.com/arizona-2019-tax-credit-contribution-deadline-april-15-2020/) - April 15, 2020 is the deadline for taxpayers to claim tax credits on their 2019 individual income taxes for donations to qualifying charitable organizations, certified school tuition organizations, and public schools.
- [CARES Act Student Loan Relief](https://www.wpdcpa.com/cares-act-student-loan-relief/) - The CARES Act offers some relief for borrowers seeking student loan repayment delays. There are some limitations and not every loan classified as a student loan is eligible.
- [COVID-19 Tax Implications](https://www.wpdcpa.com/covid-19-tax-implications/) - The CARES Act grants a payroll tax credit for employment taxes owed by certain eligible employers. Employers may be able to defer the employer portion of any Social Security taxes for the period beginning on March 27, 2020, and ending before January 1, 2021.
- [Arizona Executive Order Temporarily Suspends Commercial Tenant Evictions](https://www.wpdcpa.com/arizona-executive-order-commercial-tenant-evictions/) - Governor Ducey issued an Executive Order temporarily suspending commercial tenant evictions, including lock out, notice to vacate, or any other attempt to inhibit the operations of a business associated with inability to pay rent caused by COVID-19. The Executive Order expires on May 31, 2020.
- [Tax Credits for Paid Sick and Family Leave Small and Midsize Businesses](https://www.wpdcpa.com/tax-credits-for-paid-sick-and-family-leave-small-and-midsize-businesses/) - The Families First Coronavirus Response Act provides small and midsize employers refundable tax credits for the cost of providing paid sick and family leave wages to their employees.
- [CARES Act Paycheck Protection Program](https://www.wpdcpa.com/cares-act-paycheck-protection-program/) - Business owners should consider the Paycheck Protection Program to assist them through this critical time. They should contact their lending institution to start the lending process and begin gathering information that may be required for their application.
- [Economic Injury Disaster Loans | Emergency Economic Injury Grants](https://www.wpdcpa.com/economic-injury-disaster-loans-emergency-economic-injury-grants/) - The Economic Injury Disaster Loans and Emergency Economic Injury Grants provide an emergency advance of up to $10,000 to small businesses and private nonprofits harmed by COVID-19.
- [CARES Act Small Business Debt Relief Program](https://www.wpdcpa.com/small-business-debt-relief-program/) - The Small Business Debt Relief Program provides immediate relief to small businesses with non-disaster SBA loans, such as 7(a), 504, and microloans.
- [Arizona Executive Order Stay at Home](https://www.wpdcpa.com/arizona-executive-order-stay-at-home/) - On March 30, 2020, Arizona Governor Ducey announced Arizona's version of a stay-at-home executive order with a focus on mental health and participation in outdoor activities in accordance with social distancing measures.
- [New Form I-9 - Employment Eligibility Verification](https://www.wpdcpa.com/new-form-i-9-employment-eligibility-verification/) - As of January 31, 2020, employers should use the new Form I-9, Employment Eligibility Verification, released on October 21, 2019.
- [IRS Offers Identity Protection PIN](https://www.wpdcpa.com/irs-offers-identity-protection-pin/) - The IRS is launching a new identity protection program that prevents anyone who has stolen your Social Security number from using it to file a fraudulent tax return.
- [2019 Arizona Key Tax Changes](https://www.wpdcpa.com/2019-arizona-key-tax-changes/) - The Arizona Department of Revenue (ADOR) issued several key reminders for 2019 tax year filings. The individual income tax filing season for state and federal returns opens on Monday, January 27, 2020.
- [2020 Inflation Adjustments](https://www.wpdcpa.com/2020-inflation-adjustments/) - The IRS made inflation adjustments for various 2020 tax items and they will apply to a wide range of taxpayers.
- [Arizona Corporate E-Filing Options January 2020](https://www.wpdcpa.com/arizona-corporate-e-filing-options-january-2020/) - Starting in January 2020, the Arizona Department of Revenue (ADOR) is completing system modifications to start accepting electronically filed corporate returns.
- [The SECURE Act | Retirement Plan Changes](https://www.wpdcpa.com/the-secure-act-retirement-plan-changes/) - The SECURE Act encourages employers to offer retirement plans that were considered too expensive to administer and allows small employers to set up and offer 401(k) plans.
- [2019 Arizona Tax Changes](https://www.wpdcpa.com/2019-arizona-tax-changes/) - It took until May 27, 2019, but Arizona made some significant changes for the 2019 tax year to conform to the Tax Cuts and Jobs Act (TCJA).
- [Revenue Recognition Standards - ASC 606](https://www.wpdcpa.com/revenue-recognition-standards-asc-606/) - Knowing the difference between revenue and income is vital to understanding revenue recognition. Changes in revenue recognition standards may have an impact on your business.
- [GILTI Regulations](https://www.wpdcpa.com/final-gilti-regulations/) - GILTI Regulations
- [Taxes and Finances | Car Leasing](https://www.wpdcpa.com/taxes-and-finances-car-leasing/) - Other than a home, a car is typically the biggest purchase you will make. Many Arizona car owners do not consider the financial implications. What are the benefits and disadvantages of buying and leasing a car?
- [New Leasing Standards | Private Companies](https://www.wpdcpa.com/new-leasing-standards-private-companies/) - As of January 1, 2020, all leases, including short-term leases, must be recorded on a company's balance sheet. What does the new Financial Accounting Standards Board (FASB) standard mean for your Arizona business?
- [Sales Tax in the Post-Wayfair World](https://www.wpdcpa.com/sales-tax-in-the-post-wayfair-world/) - The Supreme Court’s decision in South Dakota v. Wayfair applies to you if your business operates in two or more taxing jurisdictions. Learn the basics of collecting and reporting sales tax.
- [How to Avoid Probate](https://www.wpdcpa.com/how-to-avoid-probate/) - The death of a close family member is a traumatic experience. Legal and accounting necessities that come with it, especially probate, can make it worse. What are basic techniques for avoiding probate? 
- [Tax Planning and Good Financial Health](https://www.wpdcpa.com/tax-planning-and-good-financial-health/) - Good tax planning is a year-round activity requiring collaboration with your accountant to evaluate current circumstances and discuss any changes that may impact minimizing taxes. 
- [IRS Issues Draft of New W-4](https://www.wpdcpa.com/irs-issues-draft-of-new-w-4/) - The IRS published a draft of a revised Form W-4, Employee's Withholding Allowance Certificate. The agency emphasizes this is a preliminary version and everyone should use the current version until further notice.
- [Status | Arizona Tax Conformity](https://www.wpdcpa.com/status-arizona-tax-conformity/) - As of May 6, 2019, the Arizona Legislature continues working towards a State budget with ongoing discussions regarding various budget proposals.
- [Marriage Penalty | Tax Cuts and Jobs Act](https://www.wpdcpa.com/marriage-penalty-tax-cuts-and-jobs-act/) - The marriage penalty refers to two people that may pay more in taxes as a married couple than they would filing two single returns.
- [Arizona Socially Responsible Investing](https://www.wpdcpa.com/arizona-socially-responsible-investing/) - Many Arizona investors would like their money to grow and help the world at the same time. Socially responsible investing (SRI) is dedicated to environmental sustainability, alternative energy, and clean technology.
- [Managing Your Company's Cash Flow](https://www.wpdcpa.com/managing-your-companys-cash-flow/) - Cash flow management is one of the most important determinants of success for any business, large or small. It is a fact of business life that should be indelibly embedded in the minds of all owners. The bottom line is businesses that fail to practice good cash management are unable to compete and forced to
- [2018 Medical and Dental Expenses | Deductions | Arizona](https://www.wpdcpa.com/2018-medical-and-dental-expenses-deductions-arizona/) - Deducting medical and dental expenses is complicated. Your deductions must exceed 7.5 percent of your adjusted gross income and need to fall into an IRS-approved category. Deductible medical expenses may include, but are not limited to, doctors, dentists, surgeons, chiropractors, insulin, prescription medications, acupuncture, and transportation to qualified medical care.
- [Arizona Tax Deadline April 15, 2019](https://www.wpdcpa.com/april-15-2019-tax-deadline-arizona/) - The Arizona Department of Revenue (ADOR) reminds individuals that April 15, 2019 is the tax deadline for filing their individual return. ADOR recommends electronic filing rather than paper.
- [Accountants and Auditors | Highest Paying Jobs of the Future](https://www.wpdcpa.com/accountants-and-auditors-highest-paying-jobs-of-the-future/) - According to the Bureau of Labor Statistics, employment of accountants and auditors is projected to grow 10 percent through 2026, faster than average for all occupations. Accountants and auditors are also ranked as the fifth highest paying job through 2026.
- [Understanding Revenue Recognition](https://www.wpdcpa.com/understanding-revenue-recognition/) - If you enter into contracts with customers to transfer goods or services domestically or internationally, the Financial Accounting Standards Board (FASB) has provided clarification about revenue recognition. 
- [Beware of Ghost Tax Return Preparers](https://www.wpdcpa.com/beware-of-ghost-tax-return-preparers/) - The Arizona Department of Revenue (ADOR) advises taxpayers they should avoid “ghost” tax return preparers. A ghost preparer is paid to prepare a tax return, but does not sign it or include necessary information. ADOR warns taxpayers to be aware they may be a part of a scam if a preparer will not place their name on the tax return.
- [2019 Annual Spelling Bee](https://www.wpdcpa.com/2019-annual-spelling-bee/) - Wallace Plese + Dreher conducted its second annual Spelling Bee contests in Scottsdale and Chandler. Employees took a break from numbers to demonstrate their vocabulary skills.
- [REAL ID Act | Arizona](https://www.wpdcpa.com/real-id-act-arizona/) - Driver's licenses, issued by states, have been the de facto national ID card. However, the federal government has now set higher security standards. On October 1, 2020, standard Arizona driver's licenses will not be accepted at airports and federal-building security checkpoints. Why? This is when the REAL ID Act takes effect and your driver's license will no longer serve as a comprehensive ID.
- [Overtime Rule Revisited by DOL](https://www.wpdcpa.com/overtime-rule-revisited-by-dol/) - On March 7, 2019, the Department of Labor (DOL) released a proposed rule that would raise the salary-level threshold from $23,600 to $35,308 for white-collar exemptions. Meaning, the vast majority of employees earning under the threshold would be paid overtime.
- [Claiming AZ Tax Credits | Public Schools | QCOs | QFCOs](https://www.wpdcpa.com/claiming-az-tax-credits-public-schools-qcos-qfcos/) - The Arizona Department of Revenue (ADOR) reminds taxpayers there is a new process for claiming credits for public schools, qualified charitable organizations (QCOs), and qualified foster care organizations (QFCOs) this tax filing season.
- [2018 Cubicle and Office Decorations Contest](https://www.wpdcpa.com/2018-wpd-cubicle-office-contest/) - During the week of December 19, 2018, WP+D held its first annual Christmas and Seasonal cubicle and office decorations competition. All employees were invited to tastefully create and display a theme of their choice in our Chandler and Scottsdale offices.
- [ACA Affordability Threshold to Rise in 2019](https://www.wpdcpa.com/aca-affordability-threshold-to-rise-in-2019/) - One main requirement of the Affordable Care Act's employer mandate is that health coverage must be affordable, based on annual standards set by the IRS.
- [2018 Arizona Tax Credits](https://www.wpdcpa.com/2018-arizona-tax-credits/) - The Arizona Department of Revenue confirmed the 2018 tax year annual inflation adjustments for credits for contributions to certified charities and school tuition organizations.
- [Retirement Planning | Savings Rules | Scottsdale | Chandler | Arizona](https://www.wpdcpa.com/retirement-planning-savings-rules-scottsdale-chandler-arizona/) - Tax-savings continue for retirement planning due to availability of traditional and Roth IRAs and other retirement savings incentives. Opportunities include traditional IRAs, rollovers, and conversions.
- [Padding Tax Deductions | Gambling with the IRS](https://www.wpdcpa.com/consequences-of-padding-tax-deductions/) - Consequences of padding tax deductions is serious and you are gambling with the IRS. Benjamin Franklin said, "In this world, nothing can be said to be certain, except death and taxes." With that in mind, it is best to be prepared, at least financially, for taxes and tax season each year.
- [Guidance on Sec. 199A Deductions](https://www.wpdcpa.com/guidance-on-sec-199a-deductions/) - The Treasury Department and IRS issued final regulations and additional guidance on the new qualified business income (QBI) deduction.
- [Retirement Plans - Common Operational Deficiencies](https://www.wpdcpa.com/retirement-plans-common-operational-deficiencies/) - Performing self-audits on retirement plans can avoid common deficiencies found by the IRS and Department of Labor.
- [IRS Threatens Discounts on Certain Family-Owned Business Entities](https://www.wpdcpa.com/irs-proposal-threatens-discounts-on-transfers-of-family-owned-business/) - Setting up an family limited partnership ( FLP) or transferring additional interests into an existing one, it may be prudent to act before year end.
- [Tax Strategies | Inherited IRAs](https://www.wpdcpa.com/tax-strategies-inherited-iras/) - If you recently inherited an IRA with other beneficiaries, the rules regarding required minimum distributions (RMDs) may not be optimal for everyone.
- [Michelle L. Flynn, CPA - Arizona Republic 2015 Who's Who in Business](https://www.wpdcpa.com/michelle-flynn-arizona-republic-2015-whos-who-in-business/) - WP+D among Arizona Republic's top 10 mid-sized accounting firms for 2015. Michelle Flynn honored as top-ranking woman in chosen category.
- [Wallace, Plese + Dreher Announces Promotions](https://www.wpdcpa.com/wallace-plese-dreher-announces-promotions/) - Chandler CPA Firm Promotes 8 Professionals
- [Safeguarding Personal Information Against Online Surveillance](https://www.wpdcpa.com/safeguarding-personal-information-against-online-surveillance/) - The Internet has revolutionized our lives. It facilitates transactions and information transmission. With opportunities there are risks.
- [Tax Paperwork - Keep or Toss?](https://www.wpdcpa.com/tax-paperwork-keep-or-toss/) - What information should you keep or toss?
- [Are you  treating your family business as a royal dynasty?](https://www.wpdcpa.com/are-you-treating-your-family-business-as-a-royal-dynasty/) - Take a disciplined approach to determine the best choice for running a family-owned business. Current senior owners should consider applying seven common-sense steps.
- [General Guidelines for Closing an Estate](https://www.wpdcpa.com/general-guidelines-for-closing-an-estate/) - Many factors impact the length of time it takes to close an estate, including size, complexity, and state law.
- [Mark R. Dreher, CPA - Designated Managing Partner](https://www.wpdcpa.com/mark-dreher-designated-as-managing-partner/) - Wallace, Plese + Dreher (WP+D) designates Mark R. Dreher, CPA managing partner.
- [Key Financial Issues and Retirement](https://www.wpdcpa.com/key-financial-issues-and-retirement/) - Preparing for retirement takes planning and financial matters cannot be ignored as the golden years approach.
- [Voted No. 1 Accounting Firm](https://www.wpdcpa.com/no-1-accounting-firm/) - Wallace, Plese + Dreher (WP+D) Voted No. 1 Accounting Firm by Ranking Arizona: The Best of Arizona Business 2016.
- [Fit Company Challenge - Phoenix 2016](https://www.wpdcpa.com/fit-company-challenge-phoenix-2016/) - Teams from Wallace, Plese + Dreher participated in the Fit Company Challenge - Phoenix 2016.
- [Mark Dreher Recognized | Influential Arizona Business Leader](https://www.wpdcpa.com/mark-dreher-recognized-influential-arizona-business-leader/) - Mark Dreher recognized as one of the most influential leaders in accounting and Arizona's business community.
- [Wallace, Plese + Dreher Welcomes New Partners](https://www.wpdcpa.com/wallace-plese-dreher-welcomes-new-partners/) - Effective November 1, 2016, Dennis, Schmich & Co., Ltd. combined with Wallace, Plese + Dreher and all four partners joined WP+D.
- [Doing Business Across Borders](https://www.wpdcpa.com/doing-business-across-borders/) - Our international tax consultants assist clients with complete tax planning, return preparation and filing to ensure U.S. and foreign compliance.
- [Commercial Construction Contractors: Surety Bonds](https://www.wpdcpa.com/commercial-construction-contractors-obtaining-surety-bond/) - Most commercial construction contractors would like to expand their business with larger projects; however, they require bid, performance, and payment bonds.
- [IRS Clarification | Corporate Debt Versus Equity](https://www.wpdcpa.com/irs-clarification-corporate-debt-versus-equity/) - The debt versus equity issue has heated up with a focus on purported debt transactions between related corporations, when the lender is a foreign corporation.
- [Retirement and Taxes](https://www.wpdcpa.com/retirement-and-taxes/) - Retiring to certain states may be more attractive than others due to taxes. Some states may have residency requirements for state tax purposes, which may be complicated.
- [Coach Employees to Avoid Cybercrime](https://www.wpdcpa.com/coach-employees-to-avoid-cybercrime/) - Simple steps can guard against basic criminal acts and internal cyberthreats.
- [1099-G Forms May Contain Incorrect Information](https://www.wpdcpa.com/1099-g-forms-may-contain-incorrect-information/) - The Arizona Department of Revenue announced some 1099-G forms were sent to taxpayers with erroneous information.
- [Arizona Tax Refunds](https://www.wpdcpa.com/arizona-2017-tax-refunds/) - 2016 tax returns are due on Tuesday, April 18, 2017
- [New FBAR Filing Deadline | April 18, 2017](https://www.wpdcpa.com/new-fbar-filing-deadline-april-18-2017/) - The IRS requires taxpayers that have an interest in or authority over foreign financial accounts to provide information about the account by filing a FBAR.
- [Recruiting | February 2017 | Northern Arizona University (NAU)](https://www.wpdcpa.com/recruiting-february-2017-northern-arizona-university-nau/) - Recruiting teams engage students and prospective employees at a variety of universities throughout Arizona.
- [Reducing Taxes | Entertaining Business Clients](https://www.wpdcpa.com/summer-tip-reducing-taxes-entertaining-business-clients/) - Writing off business meals and entertainment
- [Home Mortgage Interest Deductions](https://www.wpdcpa.com/home-mortgage-interest-deductions/) - Homeowners that itemize "qualified residence" interest should be aware of the IRS rules and new Form 1098 reporting requirements. The allowed deduction may not match what the bank reports on Form 1098 and the IRS can target this deduction in tax return audits.
- [Moving and Establishing Residency](https://www.wpdcpa.com/establishing-residency-to-lower-taxes/) - Paying taxes to two states, moving, establishing place of residency
- [Reducing Taxes | Company Events](https://www.wpdcpa.com/summer-tip-reducing-taxes-company-events/) - Reducing taxes, company events, expense deductions, business deductions
- [Reducing Taxes | Charity Donations](https://www.wpdcpa.com/summer-tip-reducing-taxes-charity-donations/) - donations, charitable deductions, reducing taxes
- [Reducing Taxes | Summer Day Camp](https://www.wpdcpa.com/reducing-taxes-summer-day-camp/) - lowering taxes, tax deductions, children, dependent care, tax credits
- [Reducing Taxes | Vacation Home Use](https://www.wpdcpa.com/reducing-taxes-vacation-home-use/) - Federal tax law allows deductible expenses relating to renting out a vacation home to offset rental income.
- [Reducing Taxes | Primary Residence Rental](https://www.wpdcpa.com/reducing-taxes-primary-residence-rental/) - reducing taxes, summer rentals, rental income
- [Reducing Taxes | Recent College Graduate](https://www.wpdcpa.com/reducing-taxes-recent-college-graduate/) - dependents, exemptions, graduation, tax, claim
- [Arizona Proposition 206 | Earned Paid Sick Time](https://www.wpdcpa.com/arizona-proposition-206-earned-paid-sick-time/) - Effective July 1, 2017, Proposition 206 entitles employees to accrue earned paid sick time.
- [Arizona Tax Credit Increases | Charitable Donations](https://www.wpdcpa.com/arizona-charitable-donations-tax-credit-increases/) - Arizona increased tax credit contributions for qualifying charitable and foster care organizations, retroactive to January 1, 2016.
- [Section 179 Deductions for Real Estate Expenses](https://www.wpdcpa.com/section-179-deductions-for-real-estate-expenses/) - There are pros and cons for claiming the Section 179 deduction relating to qualified real property expenses.
- [Employers Are Now Required to Use New Form I-9](https://www.wpdcpa.com/employers-are-now-required-to-use-new-form-i-9/) - Beginning January 22, 1017, employers are required to use the new version of Form I-9.
- [Business Succession Planning | Scottsdale | Chandler | Arizona](https://www.wpdcpa.com/business-succession-planning/) - Succession planning is important for Arizona businesses and is frequently overlooked in family-owned operations. Many companies no longer exist due to lack of planning.
- [2018 Health Savings Account Limits](https://www.wpdcpa.com/2018-health-savings-account-limits/) - The IRS announced the inflation-adjusted amounts that individuals and families can contribute to Health Savings Accounts (HSAs) in 2018.
- [Can Employers Monitor Employee Communications?](https://www.wpdcpa.com/can-employers-monitor-employee-communications/) - As an employer, you have authority to monitor employee communications.
- [Taxes | Sharing, Gig, and On-Demand Economy](https://www.wpdcpa.com/taxes-sharing-gig-and-on-demand-economy/) - sharing, gig, on-demand, taxes, independent, contractors
- [We Care | Disaster Relief Support | American Red Cross](https://www.wpdcpa.com/we-care-disaster-relief-support-american-red-cross/) - Hurricane Harvey, donation, American Red Cross
- [Is Your Business Data at Risk?](https://www.wpdcpa.com/is-your-business-data-at-risk/) - Security measures by federal and state tax agencies have decreased cyberattacks against individual taxpayers. However, business data thefts are rising.
- [Building a Successful Company Morale](https://www.wpdcpa.com/building-a-successful-company-morale/) - Positive morale can unleash a company's success. How do you build a positive company morale? Implementing a few easy tactics can create a positive workplace that attracts and retains employees.
- [Changes in Social Security and Retirement Plans for 2018](https://www.wpdcpa.com/changes-in-social-security-and-retirement-plans-for-2018/) - From 401(k) plans to individual retirement accounts to Social Security, the federal government has been busy in recent weeks adjusting numbers for 2018.
- [WP+D Official Spelling Bee | March 30, 2018](https://www.wpdcpa.com/wpd-official-spelling-bee-march-30-2018/) - On March 30, 2018, WP+D held its first official Spelling Bee at both offices in Chandler and Scottsdale. The top spellers and champions were Christina Henning and Danielle Jennings.
- [Keep Your Homeowners Insurance Current](https://www.wpdcpa.com/keep-your-homeowners-insurance-current/) - Homeowners insurance is meant to protect against disasters ranging from fire to theft to lawsuits, encompassing most injuries and damage that members of your family might cause to other people.
- [2017 Phoenix Fit Company Challenge](https://www.wpdcpa.com/2017-phoenix-fit-company-challenge/) - WP+D is serious about team building and having fun. For the second year, the Firm participated in the Phoenix Fit Company Challenge, Kiwanis Park, Tempe, Arizona.
- [Managing Form 1099](https://www.wpdcpa.com/managing-form-1099/) - One of the most important tax and payroll issues a company has to address is who is an actual employee and who is an independent contractor.
- [Tax Cuts and Jobs Act | TCJA](https://www.wpdcpa.com/tax-cuts-and-jobs-act-tcja/) - In 2018, changes to individual and corporate income tax rates become effective under the new tax legislation called the Tax Cuts and Jobs Act (TCJA). Rate changes for individuals. Individuals are subject to income tax on "ordinary income," such as compensation, and most retirement and interest income, at increasing rates that apply to different ranges
- [Written Acknowledgments | Tax-Deductible Charitable Contributions](https://www.wpdcpa.com/written-acknowledgments-tax-deductible-charitable-contributions/) - If you offer gifts or money to qualified organizations eligible to receive tax-deductible charitable contributions, you must do two things: (1) have a bank record or written communication from the charity for any monetary contributions and (2) obtain a written acknowledgment from the charity for any single donation of $250 or more.
- [Data Protection | Arizona Income Tax Filings](https://www.wpdcpa.com/data-protection-arizona-income-tax-filings/) - The Arizona Department of Revenue (ADOR) reminds taxpayers to stay alert in protecting their confidential information from getting in the wrong hands. Be cautious of companies or individuals who contact you offering free incentives or asking to receive money.
- [Patrick Rae, CPA Receives CCIFP Designation](https://www.wpdcpa.com/wallace-plese-dreher-announces-new-partner-2-2/) - Wallace, Plese + Dreher congratulates Patrick Rae, CPA on receiving his Certified Construction Industry Financial Professional (CCIFP) designation.
- [Real Estate in Your IRA](https://www.wpdcpa.com/real-estate-in-your-ira/) - Traditionally, IRAs contain funds or individual securities, but it is possible to put other kinds of investments into these accounts, including real estate. There are rewards and potential risks with this strategy.
- [Multistate Taxes | Nexus](https://www.wpdcpa.com/multistates-taxes-nexus/) - No matter where your company is headquartered, you probably conduct business across other state borders. How do taxes work across state borders?
- [New Tax Law | Charitable Giving](https://www.wpdcpa.com/new-tax-law-charitable-giving/) - Important new tax changes may mean charitably-minded individuals might consider new giving strategies and evaluate appreciated stock and donor-advised funds.
- [Business Interruption Insurance](https://www.wpdcpa.com/business-interruption-insurance/) - Most business owners do not have interruption insurance, which could be a critical mistake. Today, there are a greater number of earthquakes, storms, floods and heatwaves damaging businesses in major ways. Since 1970, the number of disasters has more than quadrupled worldwide.
- [Selecting the Right Tax Professional](https://www.wpdcpa.com/selecting-the-right-tax-professional/) - The ADOR shared recommendations for selecting the right tax professional this filing season. When choosing your tax professional, consider their formal training; current training; professional licenses; years of experience; availability of e-file services; and security measures for protecting clients' tax records.
- [Voted No. 1 Accounting Firm | 2018 | Ranking Arizona](https://www.wpdcpa.com/voted-no-1-accounting-firm-2018-ranking-arizona/) - Wallace, Plese + Dreher (WP+D) proudly announces its recognition as the No. 1 Accounting Firm by Ranking Arizona.
- [Ballot Measure to Amend Arizona Constitution Prohibiting Taxation of Services](https://www.wpdcpa.com/taxation-of-services-ballot-measure-to-amend-arizona-constitution/) - A ballot measure was filed with the Secretary of State to amend Arizona's Constitution to protect taxpayers from sales tax on services. For the proposition to make it to the November ballot, at least 225,963 signatures are required by July 5, 2018.
- [International Tax Provisions | Tax Cuts and Jobs Act of 2017](https://www.wpdcpa.com/international-tax-provisions-tax-cuts-and-jobs-act-of-2017/) - All U.S. owners, who own 10% or more of a foreign company, must include their pro-rata share of the accumulated earnings of the foreign company as income in 2017. This is effectively requiring the U.S. owner to pay a transition tax on the untaxed foreign earnings.
- [Estimated Taxes](https://www.wpdcpa.com/estimated-taxes/) - You may need to pay estimated taxes if you are self-employed or have income other than a salary. Estimated tax payments are due every quarter.
- [Did You Receive an Audit Notification?](https://www.wpdcpa.com/what-to-do-when-you-receive-an-audit-notification/) - Every audit notification may not be legitimate and it is important to make sure it is official. The IRS will notify you either by letter or phone. The IRS does not notify taxpayers about audits through email. If you received an email stating you have been selected for an audit, it is probably fraudulent.
- [Managing 529 Plans in 2018](https://www.wpdcpa.com/managing-529-plans-in-2018/) - The cost of college continues to increase and saving takes planning. There are methods for saving for higher education aligning with the new tax law.
- [Fraud Alert | Synthetic Identities](https://www.wpdcpa.com/fraud-alert-synthetic-identities/) - The most common identify theft is synthetic. By combining some factual stolen information with completely fake information, thieves convince banks and credit monitoring companies that a fake identity is real.
- [Charity as a Part of Your Legacy](https://www.wpdcpa.com/making-charity-a-part-of-your-legacy/) - How do you effectively make charity a part of your legacy? You want to donate with your head as well as your heart, making sure a charity is legitimate, well-run, and aligns with your values. This article discusses evaluating charity legitimacy, performing smart research, and tax planning.
- [Scott T. Wallace, CPA | FASB New Lease Accounting | Guidance | Planning](https://www.wpdcpa.com/scott-t-wallace-cpa-fasb-new-lease-accounting-guidance-planning/) - According to the Financial Accounting Standards Board (FASB), the new standard will require organizations that lease assets, referred to as “lessees," to recognize on the balance sheet assets and liabilities for the rights and obligations created by those leases.
- [Home Equity Loans May Still Be Deductible](https://www.wpdcpa.com/home-equity-loans-may-still-be-deductible/) - According to the IRS, interest on home equity loans and similar products still can be deducted under the new tax law, even though early readings of the law suggested otherwise.
- [Future of Bitcoin?](https://www.wpdcpa.com/future-of-bitcoin/) - Bitcoin is a decentralized digital currency known as a cryptocurrency. It is a form of money that exists only as computer code and is not overseen by any central bank. The IRS considers bitcoin a real thing and it is taxable.
- [Business News | Preparing for New Accounting Challenges](https://www.wpdcpa.com/business-news-preparing-for-new-accounting-challenges/) - What accounting issue does every business leader need to be aware of heading into 2019? A big change in lease accounting, due in January 2019, will affect every public and private Arizona company.
- [Retirement Planning | Agriculture | Farming | Arizona](https://www.wpdcpa.com/retirement-planning-farmers/) - You devoted time in managing and operating your Arizona agriculture business. Are you prepared when you no longer want to operate your business or reach a retirement stage?
- [Surviving a Tax Audit](https://www.wpdcpa.com/surviving-a-tax-audit/) - A tax audit is the fear of every taxpayer and subject of comedians, TV shows, and social media posts. If you are well-prepared, you can make it go smoothly and increase the odds of a good outcome. The IRS will assure you that you have been randomly selected for closer examination. You may feel totally
- [Year-End Reminder - FSAs](https://www.wpdcpa.com/year-end-reminder-fsas__trashed/) - Funds in Flexible Spending Accounts (FSAs) should be spent before January 1, 2017.
- [Fringe Benefits - Partnerships and LLCs](https://www.wpdcpa.com/fringe-benefits-partnerships-and-llcs__trashed/) - A special set of federal income tax rules applies to fringe benefits provided by a partnership to its partners in exchange for their services to the business.

## Pages

- [Home](https://www.wpdcpa.com/) - Tax, audit and consulting services for private businesses | corporate tax | audit | financial reviews | employee benefit plan audits | international tax
- [Tax](https://www.wpdcpa.com/services/tax/) - Arizona CPAs providing business, estate, and trust tax planning for real estate, health care, construction, technology, manufacturing, and distribution.
- [Health Care and Medical](https://www.wpdcpa.com/industries/healthcare/) - Scottsdale Chandler Arizona CPAs and accountants providing tax and accounting to single and multi-specialties, medical professionals, health care providers, and doctors.
- [Mission and Vision](https://www.wpdcpa.com/about-us/mission-and-vision/) - Our mission is to share knowledge that empowers Arizona organizations, connect people and resources, and develop leaders.
- [Construction](https://www.wpdcpa.com/industries/construction/) - We serve private construction companies throughout Arizona in Scottsdale, Chandler, Phoenix, Tempe, Mesa, Gilbert, Glendale, Peoria, Tucson, Buckeye, Goodyear
- [Research and Development (R&D) Tax Credits](https://www.wpdcpa.com/services/research-and-development-rd-tax-credits/) - Any company, regardless of size or nature, that develops new or improved products or processes, may be eligible to receive R&D.
- [Estate and Trust Tax Planning](https://www.wpdcpa.com/estate-trust/) - Specializing in Arizona estate and trust tax planning for individuals, families and private foundations in Chandler, Scottsdale, Phoenix and throughout Arizona.
- [Our Team](https://www.wpdcpa.com/our-people/our-team/) - Our team of over 60 professionals brings expertise across tax, audit and advisory. Strong client relationships begin with strong internal culture.”
- [Mergers & Acquisitions](https://www.wpdcpa.com/services/ma-business-consulting/) - We provide merger and acquisition services to private Arizona businesses in different stages of growth.
- [Wholesale Distribution](https://www.wpdcpa.com/industries/distribution/) - Arizona accounting, consulting, tax, audit, and assurance teams well-versed in wholesale distribution.
- [Nonprofit](https://www.wpdcpa.com/industries/non-profit/) - Serving Arizona nonprofits with accounting, tax, audit, and assurance in Chandler, Scottsdale, Phoenix, Gilbert, Mesa, East Valley, and West Valley.
- [Technology](https://www.wpdcpa.com/industries/technology/) - Arizona CPAs and accountants offering technology strategic planning for growth-oriented companies. Focusing on strategic objectives such as obtaining capital, exit strategies for early round investors, or business sale. 
- [Real Estate](https://www.wpdcpa.com/industries/real-estate/) - Arizona Accountants and CPAs working with real estate businesses in Scottsdale, Chandler, Gilbert, Mesa, and Phoenix. Tax strategies focused on minimizing tax and maximizing profits.
- [Manufacturing](https://www.wpdcpa.com/industries/manufacturing/) - Arizona accounting, tax, audit, assurance, and consulting teams are well-versed in manufacturing.
- [Employee Benefit Plan Audits](https://www.wpdcpa.com/services/employee-benefit-plan-audits/) - Working with fiduciaries, plan sponsors, administrators, and trustees, we help identify and resolve employee benefit plan issues.
- [International Tax Services](https://www.wpdcpa.com/services/international/) - Arizona business and tax strategies, IC-DISC, export incentives; repatriation strategies; IFRS and convergence issues.
- [Client Advisory Services (CAS)](https://www.wpdcpa.com/services/accounting-services/) - Arizona accounting services include bookkeeping, accounts receivable, accounts payable, bank reconciliations, and general ledger maintenance.
- [Audit and Assurance](https://www.wpdcpa.com/services/audit-and-assurance/) - Providing Arizona private companies with financial audits, reviews and compilations in Scottsdale, Chandler, Phoenix, Mesa, Gilbert and throughout Arizona.
- [Consulting](https://www.wpdcpa.com/services/consulting/) - We provide consulting services to identify barriers to profitability and serve as a sounding board and objective advisor.
- [Life at WP+D](https://www.wpdcpa.com/careers/culture/) - Careers at Wallace Plese + Dreher offer professional growth, mentorship and work-life balance for tax and audit professionals in Arizona.
- [Contact Us](https://www.wpdcpa.com/contact/) - Accounting, tax, assurance, audit and business planning for businesses in Scottsdale, Chandler, Phoenix, Mesa, and surrounding Arizona cities.
- [About](https://www.wpdcpa.com/about-us/) - Accountants and CPAs serving Arizona businesses in Chandler, Scottsdale, Phoenix, Tempe, Mesa, Gilbert, Fountain Hills, Glendale, Cave Creek, and Carefree.
- [Client Center](https://www.wpdcpa.com/client-center/) - Share and upload documents and pay your bill.
- [SafeSend Returns®](https://www.wpdcpa.com/client-center/safesend/)
- [Open Positions](https://www.wpdcpa.com/careers/job-openings/) - Explore tax and audit job openings in Arizona at Wallace Plese +Dreher, a public accounting firm focused on mentorship, growth and sustainable workloads.
- [Make A Payment](https://www.wpdcpa.com/make-a-payment/) - Our hallmarks are efficiency and caring for Arizona businesses. By working closely with business owners and company executives, we provide integrated services that allow businesses to thrive and grow. We offer tax, assurance and consulting, along with specialty services such as estate, trust, and international tax planning.
- [Careers](https://www.wpdcpa.com/careers/) - Shape your professional development and define your career at Wallace Plese + Dreher (WP+D). Seeking accountants and CPAs to join our team.
- [Client Intake Form](https://www.wpdcpa.com/client-intake-form/)
- [Affiliations](https://www.wpdcpa.com/about-us/cpamerica/) - Wallace Plese + Dreher’s alliance with CPAmerica, Inc., a member of Crowe Global, enhances our domestic and global reach.
- [Our People](https://www.wpdcpa.com/our-people/) - Our CPAs and accountants work and live in Chandler, Scottsdale, Tempe, Gilbert, Mesa, Phoenix, and throughout Arizona.
- [Industries](https://www.wpdcpa.com/industries/) - Arizona accountants and CPAs working with client in real estate, construction, manufacturing, distribution, health care, technology, restaurants, professional services, transportation, and nonprofits.
- [Services](https://www.wpdcpa.com/services/) - Our hallmarks are efficiency and caring for Arizona businesses. By working closely with business owners and company executives, we provide integrated services that allow businesses to thrive and grow. We offer tax, assurance and consulting, along with specialty services such as estate, trust, and international tax planning.
- [Accessibility Statement](https://www.wpdcpa.com/accessibility-statement/)
- [Privacy Policy](https://www.wpdcpa.com/privacy-policy/) - Who we are Our website address is: https://www.wpdcpa.com. What personal data we collect and why we collect it Comments When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor's IP address and browser user agent string to help spam detection. An anonymized string created from
- [Terms of Service](https://www.wpdcpa.com/terms-of-service/)

## Careers

- [Senior Tax Manager](https://www.wpdcpa.com/career/senior-tax-manager-arizona/) - Seeking Senior Tax Manager to review and sign individual, corporate, and partnership tax returns. CPA license required.
- [Senior Tax Manager Estate and Trust](https://www.wpdcpa.com/career/senior-tax-manager-cpa-estate-and-trust-tax/) - Senior Tax Manager needed for thriving accounting and CPA firm in Scottsdale and Chandler, Arizona. Hybrid work environment.
- [Tax Manager](https://www.wpdcpa.com/career/tax-manager-scottsdale-chandler-arizona/) - Seeking Tax Manager, Scottsdale, Chandler, Phoenix, Arizona, to review and sign individual, corporate, partnership, and trust income tax returns.
- [Tax Supervisor](https://www.wpdcpa.com/career/tax-supervisor-scottsdale-chandler-arizona-hybrid/) - At Wallace Plese + Dreher (WP+D), we believe accounting is about more than numbers - it's about people, relationships, and making an impact. With offices in Chandler and Scottsdale, Arizona, we're seeking a Tax Supervisor who is passionate about building client connections, mentoring others, and advancing their career in a supportive, collaborative environment. When you
- [Audit Supervisor](https://www.wpdcpa.com/career/audit-supervisor-chandler-scottsdale-arizona/) - Hybrid Audit Supervisor, Chandler and Scottsdale, to supervise engagements, including planning, executing, directing and completing financial audits.
- [Audit Senior](https://www.wpdcpa.com/career/audit-senior-chandler-or-scottsdale/) - Arizona Chandler Scottsdale Accounting and CPA firm seeking Audit Senior to lead audits and reviews.
- [Audit Manager](https://www.wpdcpa.com/career/audit-senior-chandler-or-scottsdale-2/) - As an audit manager in Scottsdale or Chandler, you will manage and plan multiple audit and review engagements across many diverse industries.

## Employees

- [Teresa Fernandez](https://www.wpdcpa.com/person/teresa-fernandez/)
- [Brandy L. Ritz, CPA](https://www.wpdcpa.com/person/brandy-l-ritz/) - Brandy manages individual and business tax engagements, including partnerships and corporations, in Chandler, Scottsdale, and throughout Arizona.
- [Bassam Elborno, CPA](https://www.wpdcpa.com/person/bassam-elborno-cpa/)
- [Eric M. Scott, CPA, MBT](https://www.wpdcpa.com/person/eric-m-scott-cpa/)
- [Trey T. Taubenheim, CPA (licensed in NE)](https://www.wpdcpa.com/person/trey-t-taubenheim-cpa-licensed-in-ne/)
- [Clayton Marty](https://www.wpdcpa.com/person/clayton-marty/)
- [Robin Ines](https://www.wpdcpa.com/person/robin-ines/)
- [Nikki M. Kuretich, CPA](https://www.wpdcpa.com/person/nikki-m-kuretich-cpa/) - Nikki has more than 20 years of public accounting experience, leads the Firm's nonprofit tea, and oversees Client Advisory Services (CAS).
- [Taylor Bowers](https://www.wpdcpa.com/person/taylor-bowers/)
- [Cecilia Schott Medai, CPA](https://www.wpdcpa.com/person/cecilia-schott-medai-cpa/)
- [Barry S. Graham, CPA, CMA®](https://www.wpdcpa.com/person/barry-s-graham/) - As a licensed CPA, Barry Graham manages financial statement audits, reviews, and agreed-upon procedures (AUP) for Arizona private companies in the Phoenix area.
- [Andrew Mars DeCesare, CPA](https://www.wpdcpa.com/person/andrew-mars-decesare-cpa/)
- [Aiden Cusack](https://www.wpdcpa.com/person/aiden-cusack/)
- [Erica D. Sanchez](https://www.wpdcpa.com/person/erica-d-sanchez/) - Erica D. Sanchez
- [Bing Li, CPA](https://www.wpdcpa.com/person/bing-li/)
- [Tina Robertson](https://www.wpdcpa.com/person/christina-e-robertson/)
- [Marcus T. Lovely](https://www.wpdcpa.com/person/marcus-t-lovely/) - Staff Accountant
- [Jenny B. Nguyen](https://www.wpdcpa.com/person/jenny-b-nguyen/)
- [Nathan S. Nicholes, CPA](https://www.wpdcpa.com/person/nathan-s-nicholes/) - Nathan Nicholes provides tax services to Arizona businesses.
- [Emily L. Mead, CPA](https://www.wpdcpa.com/person/emily-l-mead/) - Emily L. Mead provides tax preparation services to individuals and corporations in Chandler, Scottsdale, Tempe, Gilbert, Mesa, Phoenix, and throughout Arizona.
- [Alec T. Alban](https://www.wpdcpa.com/person/alec-t-alban/)
- [Brendan J. Higgins, CPA](https://www.wpdcpa.com/person/brendan-higgins/) - Brendan provides tax services to individuals, corporations, and partnerships in Chandler, Scottsdale, and throughout Arizona.
- [Jakob I. Klein, CPA](https://www.wpdcpa.com/person/jakob-i-klein/) - Jake provides tax planning to individuals, partnerships, S corporations, and estates and trusts in Scottsdale, Chandler, Phoenix, and throughout Arizona
- [Brianna Crespin](https://www.wpdcpa.com/person/brianna-crespin/)
- [Jennifer C. Lano, CPA, CFE](https://www.wpdcpa.com/person/jennifer-c-lano-cpa/) - Jennifer provides accounting, reviews, audits, and employee benefit plan audits to private companies in Scottsdale, Chandler, and throughout Arizona.
- [Joan Cheng, EA](https://www.wpdcpa.com/person/joan-cheng/)
- [Hutton Link](https://www.wpdcpa.com/person/hutton-link/)
- [Eddie Eades](https://www.wpdcpa.com/person/eddie-eades/)
- [Belinda De Los Santos](https://www.wpdcpa.com/person/belinda-de-los-santos/)
- [Gena M. Runnels](https://www.wpdcpa.com/person/gena-m-runnels/) - Gena has almost 15 years of experience as an executive assistant and office manager. Prior to joining WP+D, she managed the office of a locally-owned CPA firm in Phoenix, Arizona. Her experience includes quarterly and annual payroll tax returns, accounts receivable, accounts payable, and account reconciliation and trial balance data entry. Gena performs day-to-day operations
- [Taylor Douglas Waslaski, CPA](https://www.wpdcpa.com/person/taylor-douglas-waslaski-cpa/) - Taylor is a tax manager with six years of public accounting experience. He provides tax planning and tax services to private business owners throughout Arizona. His clients are partnerships, S corporations and individuals in a variety of industries, including health care, retail, real estate, manufacturing and professional services.
- [Zan Rickards](https://www.wpdcpa.com/person/zan-w-rickards/)
- [Heidi Frei](https://www.wpdcpa.com/person/heidi-frei/) - As WP+D's Director of Business Development & Marketing, Heidi develops, directs and executes strategies for increasing new business and expanding professional accounting services in Arizona. She manages and oversees the firm's marketing, including social media and digital marketing, and builds the firm's name recognition in Chandler, Scottsdale and throughout Arizona's business community. Heidi collaborates with
- [Brandon C. Saire](https://www.wpdcpa.com/person/brandon-saire/)
- [Randy G. Brammer, CPA, CCIFP](https://www.wpdcpa.com/person/randy-g-brammer/) - Randy manages financial statement audits, performs reviews, and evaluates business internal control systems for private companies in Scottsdale, Chandler, Phoenix, Gilbert, Tempe, Mesa, and throughout Arizona.
- [Stephen J. Rodis, CPA](https://www.wpdcpa.com/person/stephen-j-rodis/) - Steve provides tax planning and consulting to individuals and Arizona companies in manufacturing, distribution, technology, real estate, and construction.
- [Mirza Z. Baig, CPA](https://www.wpdcpa.com/person/mirza-z-baig/) - Mirza provides a variety of tax services for individuals and private companies in Chandler, Scottsdale, Phoenix, Tempe, Gilbert, Mesa, and throughout Arizona.
- [Hannah J. Oglesby, CPA, CFP®](https://www.wpdcpa.com/person/hannah-j-oglesby-cpa-cfp/) - Hannah specializes in individual, corporate, partnership, and fiduciary tax planning.
- [Michelle Flynn, CPA](https://www.wpdcpa.com/person/michelle-l-flynn/) - Michelle has over 20 years of public accounting experience and provides tax and business planning to corporations, limited liability companies (LLCs), and partnerships in Chandler, Scottsdale, Phoenix and throughout Arizona.
- [Sara B. Nance, CPA](https://www.wpdcpa.com/person/sara-b-nance-cpa/) - Sara is a tax partner with over 20 years of experience and develops tax strategies for private companies in Chandler, Scottsdale, Phoenix, Tempe, Gilbe and throughout Arizona.
- [Leslie Prichard, CPA](https://www.wpdcpa.com/person/leslie-prichard-cpa/) - Leslie is a partner with over 15 years of public accounting experience in accounting, reviews, and audits.
- [Allison Lynn Dozbaba, CPA](https://www.wpdcpa.com/person/allison-l-dozbaba-cpa/) - Allison provides comprehensive tax planning and consulting to private businesses and their owners in Chandler, Scottsdale, and throughout Arizona.
- [Christopher T. Coots, CPA, PFS™, J.D.](https://www.wpdcpa.com/person/christopher-t-coots-cpa-pfs-jd/) - Chris provides tax planning and consulting to individuals, businesses, estates, and trusts in Scottsdale, Chandler, Phoenix, and throughout Arizona.
- [Jason A. Mattina, CPA](https://www.wpdcpa.com/person/jason-a-mattina-cpa/) - Jason is partner-in-charge of Client Accounting Services and manages financial statement audits. He works with private Arizona companies in Chandler, Scottsdale, Phoenix, and throughout Arizona.
- [Christine E. Piazza](https://www.wpdcpa.com/person/christine-e-piazza/)
- [Murray Peter Mindlin, CPA (Retired)](https://www.wpdcpa.com/person/murray-peter-mindlin-cpa-j-d-l-l-m/) - Murray specializes in individual, corporate, and partnership tax planning in Scottsdale, Chandler, and throughout Arizona.
- [Mark R. Dreher, CPA (Retired)](https://www.wpdcpa.com/person/mark-r-dreher-cpa/) - Mark provides business consulting and mergers and acquisition services to privately-held Arizona companies.
- [Ankita P. Trivedi](https://www.wpdcpa.com/person/ankita-p-trivedi/) - Ankita manages international tax preparation, tax provisions, compliance reviews, income and estate tax treaties, and tax calculations. for private Arizona companies.
- [Steven Barry Schwartz, CPA](https://www.wpdcpa.com/person/steven-barry-schwartz-cpa/) - Steven Barry Schwartz, CPA
- [Anthony Joseph Plese, CPA](https://www.wpdcpa.com/person/anthony-j-plese-cpa/) - Anthony provides tax and business consulting, including complex mergers and acquisitions, in Chandler, Scottsdale, and throughout Arizona.
- [Meagan T. Olivera, CPA](https://www.wpdcpa.com/person/meagan-t-olivera-cpa/) - Meagan is a tax manager with nearly 20 years of public accounting experience. She provides tax planning to private business owners in Chandler, Scottsdale, Phoenix, Mesa, Gilbert, and throughout Arizona. Her clients are LLCs, partnerships, and corporations in a variety of industries, including construction, manufacturing, health care and medical, and professional services.
- [Danielle N. McFadden, CPA](https://www.wpdcpa.com/person/danielle-n-mcfadden/) - Dani provides accounting and tax services to private companies in Chandler, Scottsdale, Phoenix, Mesa, Gilbert, and throughout Arizona.
- [Steven Forrest Buel, CPA](https://www.wpdcpa.com/person/steven-forrest-buel-cpa/) - Steve specializes in Arizona tax compliance and planning for individuals, partnerships, corporations, pensions, estates, trusts, and financial and private foundations.
- [Chase Wright, CPA](https://www.wpdcpa.com/person/charles-f-wright/) - Chase has nearly 10 years of public accounting and private industry experience and holds certified public accountant licenses in Arizona and Texas. Prior to joining the Firm, he worked for a publicly traded company leading the corporate accounting and fixed asset functions. As an Audit Manager, he manages financial statement audits, reviews, and employee benefit
- [Lisa L. Hall](https://www.wpdcpa.com/person/lisa-l-hall/)
- [Alec E. Marceles](https://www.wpdcpa.com/person/alec-e-marceles/) - Alec provides audit and review services to privately-owned businesses throughout Arizona.
- [Muarinel Rushani](https://www.wpdcpa.com/person/muarinel-rushani/)
- [Christy E. Kaiser](https://www.wpdcpa.com/person/christy-e-kaiser/) - Christy provides project management and organizational support to the Firm's partners and other professionals. Her combined 20 years of experience includes office management and a variety of positions in the mortgage industry. As the office manager for a global semiconductor company, she supervised internal logistics of consolidating two offices, served as liaison with suppliers and vendors, performed multi-site office
- [Debbie A. Weidner](https://www.wpdcpa.com/person/debbie-a-weidner/) - Debbie manages a variety of responsibilities and works with the Firm's management team in policy development, employee relations, and internal operations.
- [Hunter A. Moon](https://www.wpdcpa.com/person/hunter-a-moon/)
- [Dawn M. Westing, CPA](https://www.wpdcpa.com/person/dawn-m-westing/) - Dawn has over 20 years of professional accounting experience and manages and oversees the Firm's financial operations.
- [Ronald J. Llewellyn, III](https://www.wpdcpa.com/person/ronald-j-llewellyn-iii/) - Ronald J. Llewellyn, III
- [Josh J. Blom, CPA](https://www.wpdcpa.com/person/joshua-j-blom/) - Josh manages compliance testing and auditing procedures of employee benefit plan audits for companies in Scottsdale, Chandler, and throughout Arizona.
- [Ann M. Flanagan, CPA](https://www.wpdcpa.com/person/ann-m-flanagan-cpa/) - Ann has more than 10 years of public accounting experience. She provides compilation reviews, and audit services to private companies and nonprofit entities throughout Arizona. She concentrates on improving financial reporting for organizations. With nonprofit clients, Ann meets with board members and management teams to present results of our services and respond to questions about
- [Scott Thomas Wallace, CPA](https://www.wpdcpa.com/person/scott-t-wallace-cpa/) - Scott provides audits, reviews, ownership succession planning, strategic planning, and litigation support in Chandler, Scottsdale, and throughout Arizona.
- [Hiral Shah, CPA](https://www.wpdcpa.com/person/hiral-a-shah/) - Hiral A. Shah
- [William G. Miles, CPA, CFP®](https://www.wpdcpa.com/person/william-g-miles/) - As a CPA and CFP, Jerry works with individuals and Arizona business owners in protecting their financial future through tax, estate, and trust planning.
- [J. Douglas Bishop, CPA](https://www.wpdcpa.com/person/j-doug-bishop/) - Doug provides assurance and consulting to private companies in Chandler, Scottsdale, and throughout Arizona and specializes in mergers/acquisitions and exit strategies.
- [Hilarie Hathaway Pierce, CPA](https://www.wpdcpa.com/person/hilarie-hathaway-pierce-cpa/) - Hilarie specializes in individual, partnership, corporate, and estate and trust tax planning.
- [Michelle V. Chacon](https://www.wpdcpa.com/person/michelle-v-chacon/) - Michelle V. Chacon

## Categories

- [News](https://www.wpdcpa.com/category/news/)
- [Events](https://www.wpdcpa.com/category/events/)
- [Probate](https://www.wpdcpa.com/category/probate/)
- [Sales Tax](https://www.wpdcpa.com/category/sales-tax/)
- [Wayfair](https://www.wpdcpa.com/category/wayfair/)
- [New Leasing Standards](https://www.wpdcpa.com/category/new-leasing-standards/)
- [new tax law](https://www.wpdcpa.com/category/new-tax-law/)
- [Tax](https://www.wpdcpa.com/category/tax/)
- [Estate Planning](https://www.wpdcpa.com/category/estate-planning/)
- [International](https://www.wpdcpa.com/category/international/)
- [Firm Gatherings](https://www.wpdcpa.com/category/firm-gatherings/)
- [Revenue Recognition](https://www.wpdcpa.com/category/revenue-recognition/)
- [Financial statements](https://www.wpdcpa.com/category/financial-statements/)
- [Firm Team Building](https://www.wpdcpa.com/category/firm-team-building/)
- [Phoenix Team Building](https://www.wpdcpa.com/category/phoenix-team-building/)
- [Retirement](https://www.wpdcpa.com/category/retirement/)
- [Arizona](https://www.wpdcpa.com/category/arizona/)
- [2019 Arizona tax](https://www.wpdcpa.com/category/2019-arizona-tax/)
- [Secure Act](https://www.wpdcpa.com/category/secure-act/)
- [IRS](https://www.wpdcpa.com/category/irs/)
- [Business Management](https://www.wpdcpa.com/category/business-management/)
- [Technology](https://www.wpdcpa.com/category/technology/)
- [Compliance](https://www.wpdcpa.com/category/compliance/)
- [Family Leave](https://www.wpdcpa.com/category/family-leave/)
- [Paid Sick Leave](https://www.wpdcpa.com/category/paid-sick-leave/)
- [Coronavirus](https://www.wpdcpa.com/category/coronavirus/)
- [Refundable tax credit](https://www.wpdcpa.com/category/refundable-tax-credit/)
- [SBA Lending](https://www.wpdcpa.com/category/sba-lending/)
- [Stimulus Aid Package](https://www.wpdcpa.com/category/stimulus-aid-package/)
- [504 Loans](https://www.wpdcpa.com/category/504-loans/)
- [Social distancing](https://www.wpdcpa.com/category/social-distancing/)
- [COVID-19](https://www.wpdcpa.com/category/covid-19/) - test
- [CARES Act](https://www.wpdcpa.com/category/cares-act/)
- [Paycheck Protection Program](https://www.wpdcpa.com/category/paycheck-protection-program/)
- [Microloan Program](https://www.wpdcpa.com/category/microloan-program/)
- [7(a) loan](https://www.wpdcpa.com/category/7a-loan/)
- [Emergency Grant](https://www.wpdcpa.com/category/emergency-grant/)
- [Private Nonprofit](https://www.wpdcpa.com/category/private-nonprofit/)
- [Plan advisors](https://www.wpdcpa.com/category/plan-advisors/)
- [Plan sponsors](https://www.wpdcpa.com/category/plan-sponsors/)
- [Retirement plans](https://www.wpdcpa.com/category/retirement-plans/)
- [Paid Sick Leave Refundable Credit](https://www.wpdcpa.com/category/paid-sick-leave-refundable-credit/)
- [Paid Family Leave Refundable Credit](https://www.wpdcpa.com/category/paid-family-leave-refundable-credit/)
- [Arizona Executive Order](https://www.wpdcpa.com/category/arizona-executive-order/)
- [2020 Arizona Tax](https://www.wpdcpa.com/category/2020-arizona-tax/)
- [Estimated Tax Payments](https://www.wpdcpa.com/category/estimated-tax-payments/)
- [Arizona Charitable Tax Credits](https://www.wpdcpa.com/category/arizona-charitable-tax-credits/)
- [Qualifying Charitable Organizations](https://www.wpdcpa.com/category/qualifying-charitable-organizations/)
- [Certified School Tuition Organization](https://www.wpdcpa.com/category/certified-school-tuition-organization/)
- [Tax Credits](https://www.wpdcpa.com/category/tax-credits/)
- [Provider Relief Fund](https://www.wpdcpa.com/category/provider-relief-fund/)
- [Hair salons](https://www.wpdcpa.com/category/hair-salons/)
- [Restaurants](https://www.wpdcpa.com/category/restaurants/)
- [PPP](https://www.wpdcpa.com/category/ppp/)
- [U.S. Chamber of Commerce](https://www.wpdcpa.com/category/u-s-chamber-of-commerce/)
- [Return Stronger](https://www.wpdcpa.com/category/return-stronger/)
- [Arizona business](https://www.wpdcpa.com/category/arizona-business/)
- [Health Savings Accounts](https://www.wpdcpa.com/category/health-savings-accounts/)
- [HSAs](https://www.wpdcpa.com/category/hsas/)
- [Medical expenses](https://www.wpdcpa.com/category/medical-expenses/)
- [HDHP](https://www.wpdcpa.com/category/hdhp/)
- [Nexus](https://www.wpdcpa.com/category/nexus/)
- [Work from Home](https://www.wpdcpa.com/category/work-from-home/)
- [Wallace Plese + Dreher PPP Task Force](https://www.wpdcpa.com/category/wallace-plese-dreher-ppp-task-force/)
- [Wallace Plese + Dreher PPP Assistance](https://www.wpdcpa.com/category/wallace-plese-dreher-ppp-assistance/)
- [Social Security](https://www.wpdcpa.com/category/social-security/)
- [Pandemic](https://www.wpdcpa.com/category/pandemic/)
- [Health Care](https://www.wpdcpa.com/category/health-care/)
- [Physician Practices](https://www.wpdcpa.com/category/physician-practices/)
- [2019 Taxes](https://www.wpdcpa.com/category/2019-taxes/)
- [Data Privacy](https://www.wpdcpa.com/category/data-privacy/)
- [GDPR](https://www.wpdcpa.com/category/gdpr/)
- [CCPA](https://www.wpdcpa.com/category/ccpa/)
- [Business requirements](https://www.wpdcpa.com/category/business-requirements/)
- [Exporting](https://www.wpdcpa.com/category/exporting/)
- [USFCS](https://www.wpdcpa.com/category/usfcs/)
- [KPIs](https://www.wpdcpa.com/category/kpis/)
- [Health care directive](https://www.wpdcpa.com/category/health-care-directive/)
- [durable power of attorney](https://www.wpdcpa.com/category/durable-power-of-attorney/)
- [wills and trusts](https://www.wpdcpa.com/category/wills-and-trusts/)
- [Income tax](https://www.wpdcpa.com/category/income-tax/)
- [Arizona income tax](https://www.wpdcpa.com/category/arizona-income-tax/)
- [federal income tax](https://www.wpdcpa.com/category/federal-income-tax/)
- [Payroll tax](https://www.wpdcpa.com/category/payroll-tax/)
- [Social security taxes](https://www.wpdcpa.com/category/social-security-taxes/)
- [Arizona District Export Council](https://www.wpdcpa.com/category/arizona-district-export-council/)
- [TPT](https://www.wpdcpa.com/category/tpt/)
- [Arizona TPT](https://www.wpdcpa.com/category/arizona-tpt/)
- [Transaction Privilege Tax](https://www.wpdcpa.com/category/transaction-privilege-tax/)
- [Arizona nonprofit](https://www.wpdcpa.com/category/arizona-nonprofit/)
- [Nonprofits](https://www.wpdcpa.com/category/nonprofits/)
- [Cloud-based technology](https://www.wpdcpa.com/category/cloud-based-technology/)
- [Cloud-based accounting](https://www.wpdcpa.com/category/cloud-based-accounting/)
- [Cloud technology](https://www.wpdcpa.com/category/cloud-technology/)
- [Corporate tax](https://www.wpdcpa.com/category/corporate-tax/)
- [Fiduciary tax](https://www.wpdcpa.com/category/fiduciary-tax/)
- [Manufacturing](https://www.wpdcpa.com/category/manufacturing/)
- [Manufacturing accounting](https://www.wpdcpa.com/category/manufacturing-accounting/)
- [Arizona manufacturing](https://www.wpdcpa.com/category/arizona-manufacturing/)
- [2020 taxes](https://www.wpdcpa.com/category/2020-taxes/)
- [Meals and entertainment](https://www.wpdcpa.com/category/meals-and-entertainment/)
- [TCJA](https://www.wpdcpa.com/category/tcja/)
- [FBAR](https://www.wpdcpa.com/category/fbar/)
- [Foreign Financial Accounting](https://www.wpdcpa.com/category/foreign-financial-accounting/)
- [Foreign financial reporting](https://www.wpdcpa.com/category/foreign-financial-reporting/)
- [report of foreign bank and financial accounts](https://www.wpdcpa.com/category/report-of-foreign-bank-and-financial-accounts/)
- [Foreign assets](https://www.wpdcpa.com/category/foreign-assets/)
- [Taxes](https://www.wpdcpa.com/category/taxes/)
- [Construction](https://www.wpdcpa.com/category/construction/)
- [Section 179](https://www.wpdcpa.com/category/section-179/)
- [Arizona construction](https://www.wpdcpa.com/category/arizona-construction/)
- [Tax planning](https://www.wpdcpa.com/category/tax-planning/)
- [QuickBooks](https://www.wpdcpa.com/category/quickbooks/)
- [Accounting Services](https://www.wpdcpa.com/category/accounting-services/)
- [Client Accounting Services](https://www.wpdcpa.com/category/client-accounting-services/)
- [Foreign Account Tax Compliance Act](https://www.wpdcpa.com/category/foreign-account-tax-compliance-act/)
- [FATCA](https://www.wpdcpa.com/category/fatca/)
- [PPP Loan Forgiveness](https://www.wpdcpa.com/category/ppp-loan-forgiveness/)
- [Nonprofit](https://www.wpdcpa.com/category/nonprofit/)
- [Charitable organizations](https://www.wpdcpa.com/category/charitable-organizations/)
- [Mergers and acquisitions](https://www.wpdcpa.com/category/mergers-and-acquisitions/)
- [Randy G. Brammer, CPA](https://www.wpdcpa.com/category/randy-g-brammer/)
- [CPA](https://www.wpdcpa.com/category/cpa/)
- [Consolidated Appropriations Act](https://www.wpdcpa.com/category/consolidated-appropriations-act/)
- [PPP Expenses](https://www.wpdcpa.com/category/ppp-expenses/)
- [PPP Eligible Expenses](https://www.wpdcpa.com/category/ppp-eligible-expenses/)
- [CPAmerica](https://www.wpdcpa.com/category/cpamerica/)
- [PPP2](https://www.wpdcpa.com/category/ppp2/)
- [Employee Retention Credit](https://www.wpdcpa.com/category/employee-retention-credit/)
- [Cash flow](https://www.wpdcpa.com/category/cash-flow/)
- [FSAs](https://www.wpdcpa.com/category/fsas/)
- [Taxpayer Certainty and Disaster Tax Relief Act of 2020](https://www.wpdcpa.com/category/taxpayer-certainty-and-disaster-tax-relief-act-of-2020/)
- [Nonprofit financial reporting](https://www.wpdcpa.com/category/nonprofit-financial-reporting/)
- [Nonprofit accounting](https://www.wpdcpa.com/category/nonprofit-accounting/)
- [Employee Benefit Plans](https://www.wpdcpa.com/category/employee-benefit-plans/)
- [401(k) plans](https://www.wpdcpa.com/category/401k-plans/)
- [American Rescue Plan of 2021](https://www.wpdcpa.com/category/american-rescue-plan-of-2021/)
- [Child Tax Credit](https://www.wpdcpa.com/category/child-tax-credit/)
- [Relief Bill](https://www.wpdcpa.com/category/relief-bill/)
- [Individual Tax Returns](https://www.wpdcpa.com/category/individual-tax-returns/)
- [Foreign tax](https://www.wpdcpa.com/category/foreign-tax/)
- [Foreign earned income](https://www.wpdcpa.com/category/foreign-earned-income/)
- [Required minimum distributions](https://www.wpdcpa.com/category/required-minimum-distributions/)
- [RMDs](https://www.wpdcpa.com/category/rmds/)
- [Arizona Department of Revenue](https://www.wpdcpa.com/category/arizona-department-of-revenue/)
- [ADOR](https://www.wpdcpa.com/category/ador/)
- [Food and Beverage Deduction](https://www.wpdcpa.com/category/food-and-beverage-deduction/)
- [Food and Beverage Expenses](https://www.wpdcpa.com/category/food-and-beverage-expenses/)
- [Taxpayer Certainty and Disaster Relief Act of 2020](https://www.wpdcpa.com/category/taxpayer-certainty-and-disaster-relief-act-of-2020/)
- [Business deductions](https://www.wpdcpa.com/category/business-deductions/)
- [Cryptocurrency](https://www.wpdcpa.com/category/cryptocurrency/)
- [Digital currency](https://www.wpdcpa.com/category/digital-currency/)
- [2021 Taxes](https://www.wpdcpa.com/category/2021-taxes/)
- [state taxes](https://www.wpdcpa.com/category/state-taxes/)
- [Tax free growth](https://www.wpdcpa.com/category/tax-free-growth/)
- [College education](https://www.wpdcpa.com/category/college-education/)
- [529 Plans](https://www.wpdcpa.com/category/529-plans/)
- [ASC 606](https://www.wpdcpa.com/category/asc-606/)
- [Supply chain management](https://www.wpdcpa.com/category/supply-chain-management/)
- [Charitable contributions](https://www.wpdcpa.com/category/charitable-contributions/)
- [2021 Arizona Tax](https://www.wpdcpa.com/category/2021-arizona-tax/)
- [2021 Arizona Charitable Tax Credits](https://www.wpdcpa.com/category/2021-arizona-charitable-tax-credits/)
- [S Corporations](https://www.wpdcpa.com/category/s-corporations/)
- [Estate tax planning](https://www.wpdcpa.com/category/estate-tax-planning/)
- [Due diligence](https://www.wpdcpa.com/category/due-diligence/)
- [Private equity](https://www.wpdcpa.com/category/private-equity/)
- [Business sale](https://www.wpdcpa.com/category/business-sale/)
- [M&A](https://www.wpdcpa.com/category/ma/)
- [Income statement](https://www.wpdcpa.com/category/income-statement/)
- [balance sheet](https://www.wpdcpa.com/category/balance-sheet/)
- [cash flow statement](https://www.wpdcpa.com/category/cash-flow-statement/)
- [Arizona small business income](https://www.wpdcpa.com/category/arizona-small-business-income/)
- [Arizona Income Tax Surcharge](https://www.wpdcpa.com/category/arizona-income-tax-surcharge/)
- [Tax deductions](https://www.wpdcpa.com/category/tax-deductions/)
- [Employee Promotions](https://www.wpdcpa.com/category/employee-promotions/)
- [Firm Culture](https://www.wpdcpa.com/category/firm-culture/)
- [Employee Events](https://www.wpdcpa.com/category/employee-events/)
- [Employee Announcements](https://www.wpdcpa.com/category/employee-announcements/)
- [Workplace culture](https://www.wpdcpa.com/category/workplace-culture/)
- [SBI](https://www.wpdcpa.com/category/sbi/)
- [Stephen J. Rodis, CPA](https://www.wpdcpa.com/category/stephen-j-rodis/)
- [Phoenix Committee on Foreign Relations](https://www.wpdcpa.com/category/phoenix-committee-on-foreign-relations/)
- [PCFR](https://www.wpdcpa.com/category/pcfr/)
- [Allison Lynn Dozbaba, CPA](https://www.wpdcpa.com/category/allison-lynn-dozbaba/)
- [Promotions](https://www.wpdcpa.com/category/promotions/)
- [Charitable deductions](https://www.wpdcpa.com/category/charitable-deductions/)
- [Accounts receivable](https://www.wpdcpa.com/category/accounts-receivable/)
- [Accounts payable](https://www.wpdcpa.com/category/accounts-payable/)
- [Leslie Prichard, CPA](https://www.wpdcpa.com/category/leslie-prichard/)
- [Sara B. Nance, CPA](https://www.wpdcpa.com/category/sara-b-nance/)
- [Jason A. Mattina, CPA](https://www.wpdcpa.com/category/jason-a-mattina/)
- [Michelle Flynn, CPA](https://www.wpdcpa.com/category/michelle-flynn/)
- [Bookkeeping](https://www.wpdcpa.com/category/bookkeeping/)
- [Outsourced accounting](https://www.wpdcpa.com/category/outsourced-accounting/)
- [Data security](https://www.wpdcpa.com/category/data-security/)
- [Cybercrime](https://www.wpdcpa.com/category/cybercrime/)
- [Depreciation](https://www.wpdcpa.com/category/depreciation/)
- [2022 Arizona Tax](https://www.wpdcpa.com/category/2022-arizona-tax/)
- [Pass-Through Entity Tax](https://www.wpdcpa.com/category/pass-through-entity-tax/)
- [2023 Mileage Rates](https://www.wpdcpa.com/category/2023-mileage-rates/)
- [IRS Mileage Rates](https://www.wpdcpa.com/category/irs-mileage-rates/)
- [Standard Mileage Rates](https://www.wpdcpa.com/category/standard-mileage-rates/)
- [New Clean Vehicles](https://www.wpdcpa.com/category/new-clean-vehicles/)
- [Commercial Clean Vehicle Credit](https://www.wpdcpa.com/category/commercial-clean-vehicle-credit/)
- [Electric Vehicles](https://www.wpdcpa.com/category/electric-vehicles/)
- [Fuel Cell Vehicles](https://www.wpdcpa.com/category/fuel-cell-vehicles/)
- [Electric Vehicle Tax Credit](https://www.wpdcpa.com/category/electric-vehicle-tax-credit/)
- [Careers](https://www.wpdcpa.com/category/careers/)
- [Accounting Careers](https://www.wpdcpa.com/category/accounting-careers/)
- [Recordkeeping](https://www.wpdcpa.com/category/recordkeeping/)
- [ERC](https://www.wpdcpa.com/category/erc/)
- [Most Influential Women in Arizona Business](https://www.wpdcpa.com/category/most-influential-women-in-arizona-business/)
- [Inflation Reduction Act of 2022](https://www.wpdcpa.com/category/inflation-reduction-act-of-2022/)
- [Form 8300](https://www.wpdcpa.com/category/form-8300/)
- [IRS Updates](https://www.wpdcpa.com/category/irs-updates/)
- [University of Arizona](https://www.wpdcpa.com/category/university-of-arizona/)
- [Arizona State University](https://www.wpdcpa.com/category/arizona-state-university/)
- [UofA recruiting](https://www.wpdcpa.com/category/uofa-recruiting/)
- [Arizona accounting jobs](https://www.wpdcpa.com/category/arizona-accounting-jobs/)
- [2024 Tax](https://www.wpdcpa.com/category/2024-tax/)
- [Standard deduction](https://www.wpdcpa.com/category/standard-deduction/)
- [Alternative minimum tax](https://www.wpdcpa.com/category/alternative-minimum-tax/)
- [AMT](https://www.wpdcpa.com/category/amt/)
- [Earned Income Tax Credit](https://www.wpdcpa.com/category/earned-income-tax-credit/)
- [EITC](https://www.wpdcpa.com/category/eitc/)
- [2023 Year-End Tax Planning](https://www.wpdcpa.com/category/2023-year-end-tax-planning/)
- [Steven P. Pace, CPA](https://www.wpdcpa.com/category/steven-p-pace/)
- [2024 Standard Mileage](https://www.wpdcpa.com/category/2024-standard-mileage/)
- [Flexible Spending Accounts](https://www.wpdcpa.com/category/flexible-spending-accounts/)
- [2024 Flexible Spending](https://www.wpdcpa.com/category/2024-flexible-spending/)
- [Grand Canyon University (GCU)](https://www.wpdcpa.com/category/grand-canyon-university-gcu/)
- [Tax compliance](https://www.wpdcpa.com/category/tax-compliance/)
- [Digital assets](https://www.wpdcpa.com/category/digital-assets/)
- [2024 Taxes](https://www.wpdcpa.com/category/2024-taxes/)
- [Tax audit](https://www.wpdcpa.com/category/tax-audit/)
- [Client Advisory Services](https://www.wpdcpa.com/category/client-advisory-services/)
- [Home energy tax credits](https://www.wpdcpa.com/category/home-energy-tax-credits/)
- [Nikki M. Kuretich](https://www.wpdcpa.com/category/nikki-m-kuretich/)
- [ASU](https://www.wpdcpa.com/category/asu/)
- [ASU alumni](https://www.wpdcpa.com/category/asu-alumni/)
- [NAU](https://www.wpdcpa.com/category/nau/)
- [NAU alumni](https://www.wpdcpa.com/category/nau-alumni/)
- [Barry S. Graham](https://www.wpdcpa.com/category/barry-s-graham/)
- [Tax withholdings](https://www.wpdcpa.com/category/tax-withholdings/)
- [Employee taxes](https://www.wpdcpa.com/category/employee-taxes/)
- [Employer taxes](https://www.wpdcpa.com/category/employer-taxes/)
- [2025 Taxes](https://www.wpdcpa.com/category/2025-taxes/)
- [QBI](https://www.wpdcpa.com/category/qbi/)
- [Qualified Business Income Deduction](https://www.wpdcpa.com/category/qualified-business-income-deduction/)
- [CTA](https://www.wpdcpa.com/category/cta/)
- [BOI](https://www.wpdcpa.com/category/boi/)
- [FinCEN](https://www.wpdcpa.com/category/fincen/)
- [Homeowners insurance](https://www.wpdcpa.com/category/homeowners-insurance/)
- [Home ownership](https://www.wpdcpa.com/category/home-ownership/)
- [Capital gains](https://www.wpdcpa.com/category/capital-gains/)
- [Tax exemption status](https://www.wpdcpa.com/category/tax-exemption-status/)
- [Treasury Department](https://www.wpdcpa.com/category/treasury-department/)
- [NAU recruiting](https://www.wpdcpa.com/category/nau-recruiting/)
- [U of A](https://www.wpdcpa.com/category/u-of-a/)
- [GCU](https://www.wpdcpa.com/category/gcu/)
- [Forbes](https://www.wpdcpa.com/category/forbes/)
- [Tariff](https://www.wpdcpa.com/category/tariff/)

## Tags

- [ACA](https://www.wpdcpa.com/tag/aca/)
- [tax](https://www.wpdcpa.com/tag/tax/)
- [Arizona](https://www.wpdcpa.com/tag/arizona/)
- [Charitable](https://www.wpdcpa.com/tag/charitable/)
- [Contributions](https://www.wpdcpa.com/tag/contributions/)
- [CPA](https://www.wpdcpa.com/tag/cpa/)
- [business](https://www.wpdcpa.com/tag/business/)
- [healthcare](https://www.wpdcpa.com/tag/healthcare/)
- [Scottsdale](https://www.wpdcpa.com/tag/scottsdale/)
- [accounting](https://www.wpdcpa.com/tag/accounting/)
- [retirement](https://www.wpdcpa.com/tag/retirement/)
- [savings](https://www.wpdcpa.com/tag/savings/)
- [overtime](https://www.wpdcpa.com/tag/overtime/)
- [DOL](https://www.wpdcpa.com/tag/dol/)
- [SHRM](https://www.wpdcpa.com/tag/shrm/)
- [credits](https://www.wpdcpa.com/tag/credits/)
- [claiming credits](https://www.wpdcpa.com/tag/claiming-credits/)
- [AZ](https://www.wpdcpa.com/tag/az/)
- [driver license](https://www.wpdcpa.com/tag/driver-license/)
- [REAL ID Act](https://www.wpdcpa.com/tag/real-id-act/)
- [Scottsdale CPA](https://www.wpdcpa.com/tag/scottsdale-cpa/)
- [Chandler CPA](https://www.wpdcpa.com/tag/chandler-cpa/)
- [Phoenix CPA](https://www.wpdcpa.com/tag/phoenix-cpa/)
- [Scottsdale accounting](https://www.wpdcpa.com/tag/scottsdale-accounting/)
- [Chandler accounting](https://www.wpdcpa.com/tag/chandler-accounting/)
- [health care](https://www.wpdcpa.com/tag/health-care/)
- [medical CPA](https://www.wpdcpa.com/tag/medical-cpa/)
- [healthcare CPA](https://www.wpdcpa.com/tag/healthcare-cpa/)
- [revenue](https://www.wpdcpa.com/tag/revenue/)
- [Tempe CPA](https://www.wpdcpa.com/tag/tempe-cpa/)
- [trust](https://www.wpdcpa.com/tag/trust/)
- [estate tax](https://www.wpdcpa.com/tag/estate-tax/)
- [trustee](https://www.wpdcpa.com/tag/trustee/)
- [Arizona tax](https://www.wpdcpa.com/tag/arizona-tax/)
- [individual tax](https://www.wpdcpa.com/tag/individual-tax/)
- [individual tax returns](https://www.wpdcpa.com/tag/individual-tax-returns/)
- [2018 Arizona tax](https://www.wpdcpa.com/tag/2018-arizona-tax/)
- [tax return deadline](https://www.wpdcpa.com/tag/tax-return-deadline/)
- [April 15](https://www.wpdcpa.com/tag/april-15/)
- [2019 deadline](https://www.wpdcpa.com/tag/2019-deadline/)
- [medical tax deductions](https://www.wpdcpa.com/tag/medical-tax-deductions/)
- [dental tax deductions](https://www.wpdcpa.com/tag/dental-tax-deductions/)
- [managing cash flow](https://www.wpdcpa.com/tag/managing-cash-flow/)
- [marriage penalty](https://www.wpdcpa.com/tag/marriage-penalty/)
- [taxes](https://www.wpdcpa.com/tag/taxes/)
- [filing single](https://www.wpdcpa.com/tag/filing-single/)
- [single filers](https://www.wpdcpa.com/tag/single-filers/)
- [1040](https://www.wpdcpa.com/tag/1040/)
- [responsible investing](https://www.wpdcpa.com/tag/responsible-investing/)
- [investing](https://www.wpdcpa.com/tag/investing/)
- [Arizona investing](https://www.wpdcpa.com/tag/arizona-investing/)
- [social investing](https://www.wpdcpa.com/tag/social-investing/)
- [Arizona conformity](https://www.wpdcpa.com/tag/arizona-conformity/)
- [Arizona budget](https://www.wpdcpa.com/tag/arizona-budget/)
- [tax conformity](https://www.wpdcpa.com/tag/tax-conformity/)
- [W-4](https://www.wpdcpa.com/tag/w-4/)
- [business women](https://www.wpdcpa.com/tag/business-women/)
- [Arizona business](https://www.wpdcpa.com/tag/arizona-business/)
- [women](https://www.wpdcpa.com/tag/women/)
- [car leasing](https://www.wpdcpa.com/tag/car-leasing/)
- [car finances](https://www.wpdcpa.com/tag/car-finances/)
- [tax planning](https://www.wpdcpa.com/tag/tax-planning/)
- [operating lease](https://www.wpdcpa.com/tag/operating-lease/)
- [equipment lease](https://www.wpdcpa.com/tag/equipment-lease/)
- [balance sheet](https://www.wpdcpa.com/tag/balance-sheet/)
- [right of use asset](https://www.wpdcpa.com/tag/right-of-use-asset/)
- [tax reform](https://www.wpdcpa.com/tag/tax-reform/)
- [tax strategies](https://www.wpdcpa.com/tag/tax-strategies/)
- [Scottsdale tax](https://www.wpdcpa.com/tag/scottsdale-tax/)
- [Chandler tax](https://www.wpdcpa.com/tag/chandler-tax/)
- [2019 tax](https://www.wpdcpa.com/tag/2019-tax/)
- [2020 tax deadline](https://www.wpdcpa.com/tag/2020-tax-deadline/)
- [audit](https://www.wpdcpa.com/tag/audit/)
- [Arizona CPA](https://www.wpdcpa.com/tag/arizona-cpa/)
- [Wayfair](https://www.wpdcpa.com/tag/wayfair/)
- [sales tax](https://www.wpdcpa.com/tag/sales-tax/)
- [sales tax compliance](https://www.wpdcpa.com/tag/sales-tax-compliance/)
- [out-of-state businesses](https://www.wpdcpa.com/tag/out-of-state-businesses/)
- [nexus](https://www.wpdcpa.com/tag/nexus/)
- [probate](https://www.wpdcpa.com/tag/probate/)
- [death](https://www.wpdcpa.com/tag/death/)
- [international](https://www.wpdcpa.com/tag/international/)
- [exporting](https://www.wpdcpa.com/tag/exporting/)
- [leadership](https://www.wpdcpa.com/tag/leadership/)
- [technology](https://www.wpdcpa.com/tag/technology/)
- [GILTI](https://www.wpdcpa.com/tag/gilti/)
- [international global](https://www.wpdcpa.com/tag/international-global/)
- [foreign corporations](https://www.wpdcpa.com/tag/foreign-corporations/)
- [financial statements](https://www.wpdcpa.com/tag/financial-statements/)
- [revenue recognition](https://www.wpdcpa.com/tag/revenue-recognition/)
- [contracts](https://www.wpdcpa.com/tag/contracts/)
- [income tax](https://www.wpdcpa.com/tag/income-tax/)
- [Phoenix Fit Company Challenge](https://www.wpdcpa.com/tag/phoenix-fit-company-challenge/)
- [2019 Arizona tax](https://www.wpdcpa.com/tag/2019-arizona-tax/)
- [tax changes](https://www.wpdcpa.com/tag/tax-changes/)
- [Arizona changes](https://www.wpdcpa.com/tag/arizona-changes/)
- [Secure Act](https://www.wpdcpa.com/tag/secure-act/)
- [401(k)](https://www.wpdcpa.com/tag/401k/)
- [Inflation](https://www.wpdcpa.com/tag/inflation/)
- [2020](https://www.wpdcpa.com/tag/2020/)
- [Corporate tax returns](https://www.wpdcpa.com/tag/corporate-tax-returns/)
- [Arizona tax returns](https://www.wpdcpa.com/tag/arizona-tax-returns/)
- [e-filing](https://www.wpdcpa.com/tag/e-filing/)
- [Arizona District Export Council](https://www.wpdcpa.com/tag/arizona-district-export-council/)
- [DEC](https://www.wpdcpa.com/tag/dec/)
- [U.S. exports](https://www.wpdcpa.com/tag/u-s-exports/)
- [IRS](https://www.wpdcpa.com/tag/irs/)
- [identity theft](https://www.wpdcpa.com/tag/identity-theft/)
- [fraudulent filings](https://www.wpdcpa.com/tag/fraudulent-filings/)
- [tax returns](https://www.wpdcpa.com/tag/tax-returns/)
- [identity protection](https://www.wpdcpa.com/tag/identity-protection/)
- [management](https://www.wpdcpa.com/tag/management/)
- [health](https://www.wpdcpa.com/tag/health/)
- [preparedness](https://www.wpdcpa.com/tag/preparedness/)
- [Employment](https://www.wpdcpa.com/tag/employment/)
- [verification](https://www.wpdcpa.com/tag/verification/)
- [Form I-9](https://www.wpdcpa.com/tag/form-i-9/)
- [5G](https://www.wpdcpa.com/tag/5g/)
- [Virtual Reality](https://www.wpdcpa.com/tag/virtual-reality/)
- [Cybersecurity](https://www.wpdcpa.com/tag/cybersecurity/)
- [compliance](https://www.wpdcpa.com/tag/compliance/)
- [Steven Mnuchin](https://www.wpdcpa.com/tag/steven-mnuchin/)
- [Treasury Secretary](https://www.wpdcpa.com/tag/treasury-secretary/)
- [tax payments](https://www.wpdcpa.com/tag/tax-payments/)
- [waived penalties](https://www.wpdcpa.com/tag/waived-penalties/)
- [Coronavirus](https://www.wpdcpa.com/tag/coronavirus/)
- [Families First](https://www.wpdcpa.com/tag/families-first/)
- [Refundable tax credit](https://www.wpdcpa.com/tag/refundable-tax-credit/)
- [July 15](https://www.wpdcpa.com/tag/july-15/)
- [Arizona Tax Deadline](https://www.wpdcpa.com/tag/arizona-tax-deadline/)
- [2019 Tax Extension](https://www.wpdcpa.com/tag/2019-tax-extension/)
- [COVID-19](https://www.wpdcpa.com/tag/covid-19/)
- [SBA Loans](https://www.wpdcpa.com/tag/sba-loans/)
- [Economic Injury Disaster Loan Program](https://www.wpdcpa.com/tag/economic-injury-disaster-loan-program/)
- [Loan resources](https://www.wpdcpa.com/tag/loan-resources/)
- [Small business lending](https://www.wpdcpa.com/tag/small-business-lending/)
- [Stimulus package](https://www.wpdcpa.com/tag/stimulus-package/)
- [congressional aid](https://www.wpdcpa.com/tag/congressional-aid/)
- [504 Loans](https://www.wpdcpa.com/tag/504-loans/)
- [SBA Lending](https://www.wpdcpa.com/tag/sba-lending/)
- [social distancing](https://www.wpdcpa.com/tag/social-distancing/)
- [Arizona executive order](https://www.wpdcpa.com/tag/arizona-executive-order/)
- [stay at home](https://www.wpdcpa.com/tag/stay-at-home/)
- [estate planning](https://www.wpdcpa.com/tag/estate-planning/)
- [CARES Act](https://www.wpdcpa.com/tag/cares-act/)
- [Paycheck Protection Program Loans](https://www.wpdcpa.com/tag/paycheck-protection-program-loans/)
- [Employee Retention](https://www.wpdcpa.com/tag/employee-retention/)
- [Capital](https://www.wpdcpa.com/tag/capital/)
- [Business Assistance](https://www.wpdcpa.com/tag/business-assistance/)
- [SBA](https://www.wpdcpa.com/tag/sba/)
- [7(a)](https://www.wpdcpa.com/tag/7a/)
- [504](https://www.wpdcpa.com/tag/504/)
- [Emergency Grants](https://www.wpdcpa.com/tag/emergency-grants/)
- [private nonprofit](https://www.wpdcpa.com/tag/private-nonprofit/)
- [Nonprofit](https://www.wpdcpa.com/tag/nonprofit/)
- [Retirement plan](https://www.wpdcpa.com/tag/retirement-plan/)
- [Paycheck Protection Program](https://www.wpdcpa.com/tag/paycheck-protection-program/)
- [Paid Sick Leave Refundable Credit](https://www.wpdcpa.com/tag/paid-sick-leave-refundable-credit/)
- [Families First Coronavirus Response Act](https://www.wpdcpa.com/tag/families-first-coronavirus-response-act/)
- [Small Business](https://www.wpdcpa.com/tag/small-business/)
- [COVID-10 tax implicatons](https://www.wpdcpa.com/tag/covid-10-tax-implicatons/)
- [Payroll tax](https://www.wpdcpa.com/tag/payroll-tax/)
- [Payroll tax credit](https://www.wpdcpa.com/tag/payroll-tax-credit/)
- [Payroll tax deferral](https://www.wpdcpa.com/tag/payroll-tax-deferral/)
- [Student loans](https://www.wpdcpa.com/tag/student-loans/)
- [student loan relief](https://www.wpdcpa.com/tag/student-loan-relief/)
- [student loan repayment](https://www.wpdcpa.com/tag/student-loan-repayment/)
- [2020 Estimated Tax Payments](https://www.wpdcpa.com/tag/2020-estimated-tax-payments/)
- [Quarterly Estimated Tax Payments](https://www.wpdcpa.com/tag/quarterly-estimated-tax-payments/)
- [Arizona Estimated Tax Payments](https://www.wpdcpa.com/tag/arizona-estimated-tax-payments/)
- [Federal Estimated Tax Payments](https://www.wpdcpa.com/tag/federal-estimated-tax-payments/)
- [2020 Deadline](https://www.wpdcpa.com/tag/2020-deadline/)
- [Charitable tax credit](https://www.wpdcpa.com/tag/charitable-tax-credit/)
- [Certified School Tuition Organization](https://www.wpdcpa.com/tag/certified-school-tuition-organization/)
- [Qualifying Foster Care](https://www.wpdcpa.com/tag/qualifying-foster-care/)
- [Foster Care Charitable Organizations](https://www.wpdcpa.com/tag/foster-care-charitable-organizations/)
- [PPP payroll costs](https://www.wpdcpa.com/tag/ppp-payroll-costs/)
- [Surprise medical bills](https://www.wpdcpa.com/tag/surprise-medical-bills/)
- [health care billing](https://www.wpdcpa.com/tag/health-care-billing/)
- [Provider Relief Fund](https://www.wpdcpa.com/tag/provider-relief-fund/)
- [net operating losses](https://www.wpdcpa.com/tag/net-operating-losses/)
- [carryback period](https://www.wpdcpa.com/tag/carryback-period/)
- [tax relief](https://www.wpdcpa.com/tag/tax-relief/)
- [Furloughing employees](https://www.wpdcpa.com/tag/furloughing-employees/)
- [COBRA](https://www.wpdcpa.com/tag/cobra/)
- [Arizona Stay Home](https://www.wpdcpa.com/tag/arizona-stay-home/)
- [Essential business](https://www.wpdcpa.com/tag/essential-business/)
- [Essential services](https://www.wpdcpa.com/tag/essential-services/)
- [April 29](https://www.wpdcpa.com/tag/april-29/)
- [2020 Executive Order](https://www.wpdcpa.com/tag/2020-executive-order/)
- [restaurants](https://www.wpdcpa.com/tag/restaurants/)
- [dine-in restaurants](https://www.wpdcpa.com/tag/dine-in-restaurants/)
- [hair salons](https://www.wpdcpa.com/tag/hair-salons/)
- [barbers](https://www.wpdcpa.com/tag/barbers/)
- [PPP disbursements](https://www.wpdcpa.com/tag/ppp-disbursements/)
- [PPP](https://www.wpdcpa.com/tag/ppp/)
- [Legal reform](https://www.wpdcpa.com/tag/legal-reform/)
- [Employer protections](https://www.wpdcpa.com/tag/employer-protections/)
- [PPP funding](https://www.wpdcpa.com/tag/ppp-funding/)
- [PPP repayment](https://www.wpdcpa.com/tag/ppp-repayment/)
- [Arizona Business Reopening](https://www.wpdcpa.com/tag/arizona-business-reopening/)
- [Arizona Policy](https://www.wpdcpa.com/tag/arizona-policy/)
- [Arizona Recovery](https://www.wpdcpa.com/tag/arizona-recovery/)
- [Physical Distancing](https://www.wpdcpa.com/tag/physical-distancing/)
- [Safety Measures](https://www.wpdcpa.com/tag/safety-measures/)
- [Federal compliance](https://www.wpdcpa.com/tag/federal-compliance/)
- [PPP Forgiveness](https://www.wpdcpa.com/tag/ppp-forgiveness/)
- [SBA application](https://www.wpdcpa.com/tag/sba-application/)
- [Business reopening](https://www.wpdcpa.com/tag/business-reopening/)
- [CDC guidelines](https://www.wpdcpa.com/tag/cdc-guidelines/)
- [RMDs](https://www.wpdcpa.com/tag/rmds/)
- [retirement savings](https://www.wpdcpa.com/tag/retirement-savings/)
- [retirement provisions](https://www.wpdcpa.com/tag/retirement-provisions/)
- [HSAs](https://www.wpdcpa.com/tag/hsas/)
- [Health Savings Accounts](https://www.wpdcpa.com/tag/health-savings-accounts/)
- [High deductible health plan](https://www.wpdcpa.com/tag/high-deductible-health-plan/)
- [HDHP](https://www.wpdcpa.com/tag/hdhp/)
- [HDHPs](https://www.wpdcpa.com/tag/hdhps/)
- [Medical expenses](https://www.wpdcpa.com/tag/medical-expenses/)
- [COVID-19 tax implications](https://www.wpdcpa.com/tag/covid-19-tax-implications/)
- [Work from Home](https://www.wpdcpa.com/tag/work-from-home/)
- [Remote work](https://www.wpdcpa.com/tag/remote-work/)
- [Employment taxes](https://www.wpdcpa.com/tag/employment-taxes/)
- [SBA PPP](https://www.wpdcpa.com/tag/sba-ppp/)
- [SBA Paycheck Protection Program](https://www.wpdcpa.com/tag/sba-paycheck-protection-program/)
- [PPP loans](https://www.wpdcpa.com/tag/ppp-loans/)
- [SBA guidance](https://www.wpdcpa.com/tag/sba-guidance/)
- [Wallace Plese + Dreher PPP Task Force](https://www.wpdcpa.com/tag/wallace-plese-dreher-ppp-task-force/)
- [Wallace Plese + Dreher PPP Assistance](https://www.wpdcpa.com/tag/wallace-plese-dreher-ppp-assistance/)
- [PPP tax issues](https://www.wpdcpa.com/tag/ppp-tax-issues/)
- [EIDL](https://www.wpdcpa.com/tag/eidl/)
- [Social Security](https://www.wpdcpa.com/tag/social-security/)
- [payroll contraction](https://www.wpdcpa.com/tag/payroll-contraction/)
- [online sales](https://www.wpdcpa.com/tag/online-sales/)
- [Home office](https://www.wpdcpa.com/tag/home-office/)
- [Office tax deduction](https://www.wpdcpa.com/tag/office-tax-deduction/)
- [tax deduction](https://www.wpdcpa.com/tag/tax-deduction/)
- [Health Care Organization Formation](https://www.wpdcpa.com/tag/health-care-organization-formation/)
- [Medical Practice Organization Formation](https://www.wpdcpa.com/tag/medical-practice-organization-formation/)
- [Sole proprietorship](https://www.wpdcpa.com/tag/sole-proprietorship/)
- [Limited partnership](https://www.wpdcpa.com/tag/limited-partnership/)
- [Limited liability company](https://www.wpdcpa.com/tag/limited-liability-company/)
- [KPIs](https://www.wpdcpa.com/tag/kpis/)
- [Key performance indicators](https://www.wpdcpa.com/tag/key-performance-indicators/)
- [Business performance](https://www.wpdcpa.com/tag/business-performance/)
- [CCPA](https://www.wpdcpa.com/tag/ccpa/)
- [California data privacy](https://www.wpdcpa.com/tag/california-data-privacy/)
- [Business data security](https://www.wpdcpa.com/tag/business-data-security/)
- [collected personal information](https://www.wpdcpa.com/tag/collected-personal-information/)
- [data privacy](https://www.wpdcpa.com/tag/data-privacy/)
- [data security](https://www.wpdcpa.com/tag/data-security/)
- [privacy policies](https://www.wpdcpa.com/tag/privacy-policies/)
- [Telework](https://www.wpdcpa.com/tag/telework/)
- [Family and medical leave](https://www.wpdcpa.com/tag/family-and-medical-leave/)
- [FLSA](https://www.wpdcpa.com/tag/flsa/)
- [FFCRA](https://www.wpdcpa.com/tag/ffcra/)
- [WHD](https://www.wpdcpa.com/tag/whd/)
- [DOL Wage and Hour Division](https://www.wpdcpa.com/tag/dol-wage-and-hour-division/)
- [2020 tax deductions](https://www.wpdcpa.com/tag/2020-tax-deductions/)
- [qualified tuition](https://www.wpdcpa.com/tag/qualified-tuition/)
- [work opportunity tax credit](https://www.wpdcpa.com/tag/work-opportunity-tax-credit/)
- [tax credits](https://www.wpdcpa.com/tag/tax-credits/)
- [Assets](https://www.wpdcpa.com/tag/assets/)
- [Liabilities](https://www.wpdcpa.com/tag/liabilities/)
- [Financials](https://www.wpdcpa.com/tag/financials/)
- [Cost of goods](https://www.wpdcpa.com/tag/cost-of-goods/)
- [IRS Delays](https://www.wpdcpa.com/tag/irs-delays/)
- [ADOR](https://www.wpdcpa.com/tag/ador/)
- [Arizona Department of Revenue](https://www.wpdcpa.com/tag/arizona-department-of-revenue/)
- [1040-X](https://www.wpdcpa.com/tag/1040-x/)
- [Tax filing](https://www.wpdcpa.com/tag/tax-filing/)
- [tax and estate planning](https://www.wpdcpa.com/tag/tax-and-estate-planning/)
- [estate and trust](https://www.wpdcpa.com/tag/estate-and-trust/)
- [Arizona income tax](https://www.wpdcpa.com/tag/arizona-income-tax/)
- [Federal income tax](https://www.wpdcpa.com/tag/federal-income-tax/)
- [social security tax](https://www.wpdcpa.com/tag/social-security-tax/)
- [tax deferral](https://www.wpdcpa.com/tag/tax-deferral/)
- [Working from home](https://www.wpdcpa.com/tag/working-from-home/)
- [Working remotely](https://www.wpdcpa.com/tag/working-remotely/)
- [Workers' compensation](https://www.wpdcpa.com/tag/workers-compensation/)
- [Business strategy](https://www.wpdcpa.com/tag/business-strategy/)
- [Business planning](https://www.wpdcpa.com/tag/business-planning/)
- [USMCA](https://www.wpdcpa.com/tag/usmca/)
- [Exporting to Mexico](https://www.wpdcpa.com/tag/exporting-to-mexico/)
- [September 15](https://www.wpdcpa.com/tag/september-15/)
- [September 15 tax filings](https://www.wpdcpa.com/tag/september-15-tax-filings/)
- [September 15 tax deadline](https://www.wpdcpa.com/tag/september-15-tax-deadline/)
- [September 15 filings](https://www.wpdcpa.com/tag/september-15-filings/)
- [PPP Forgiveness Application](https://www.wpdcpa.com/tag/ppp-forgiveness-application/)
- [Arizona TPT](https://www.wpdcpa.com/tag/arizona-tpt/)
- [TPT](https://www.wpdcpa.com/tag/tpt/)
- [Arizona transaction privilege tax](https://www.wpdcpa.com/tag/arizona-transaction-privilege-tax/)
- [TPT electronic filing](https://www.wpdcpa.com/tag/tpt-electronic-filing/)
- [TPT payments](https://www.wpdcpa.com/tag/tpt-payments/)
- [TPT electronic payments](https://www.wpdcpa.com/tag/tpt-electronic-payments/)
- [Use tax](https://www.wpdcpa.com/tag/use-tax/)
- [Arizona use tax](https://www.wpdcpa.com/tag/arizona-use-tax/)
- [Arizona nonprofit](https://www.wpdcpa.com/tag/arizona-nonprofit/)
- [Nonprofit management](https://www.wpdcpa.com/tag/nonprofit-management/)
- [Cloud technology](https://www.wpdcpa.com/tag/cloud-technology/)
- [Financial management](https://www.wpdcpa.com/tag/financial-management/)
- [Cloud solutions](https://www.wpdcpa.com/tag/cloud-solutions/)
- [Real-time reporting](https://www.wpdcpa.com/tag/real-time-reporting/)
- [October 15 deadline](https://www.wpdcpa.com/tag/october-15-deadline/)
- [corporate tax filings](https://www.wpdcpa.com/tag/corporate-tax-filings/)
- [Tax filing extension](https://www.wpdcpa.com/tag/tax-filing-extension/)
- [manufacturing](https://www.wpdcpa.com/tag/manufacturing/)
- [arizona manufacturing](https://www.wpdcpa.com/tag/arizona-manufacturing/)
- [Cash flow](https://www.wpdcpa.com/tag/cash-flow/)
- [innovation](https://www.wpdcpa.com/tag/innovation/)
- [manufacturing accounting](https://www.wpdcpa.com/tag/manufacturing-accounting/)
- [meals and entertainment](https://www.wpdcpa.com/tag/meals-and-entertainment/)
- [IRS final regulations](https://www.wpdcpa.com/tag/irs-final-regulations/)
- [meals and entertain deduction](https://www.wpdcpa.com/tag/meals-and-entertain-deduction/)
- [TCJA](https://www.wpdcpa.com/tag/tcja/)
- [business expenses](https://www.wpdcpa.com/tag/business-expenses/)
- [food and beverage expenses](https://www.wpdcpa.com/tag/food-and-beverage-expenses/)
- [Business management](https://www.wpdcpa.com/tag/business-management/)
- [business restructuring](https://www.wpdcpa.com/tag/business-restructuring/)
- [Arizona business planning](https://www.wpdcpa.com/tag/arizona-business-planning/)
- [COLA](https://www.wpdcpa.com/tag/cola/)
- [SSA](https://www.wpdcpa.com/tag/ssa/)
- [Cost of living change](https://www.wpdcpa.com/tag/cost-of-living-change/)
- [Covid-19 compensation planning](https://www.wpdcpa.com/tag/covid-19-compensation-planning/)
- [Foreign bank accounts reporting](https://www.wpdcpa.com/tag/foreign-bank-accounts-reporting/)
- [FBAR](https://www.wpdcpa.com/tag/fbar/)
- [foreign assets reporting](https://www.wpdcpa.com/tag/foreign-assets-reporting/)
- [report of foreign bank and financial accounts](https://www.wpdcpa.com/tag/report-of-foreign-bank-and-financial-accounts/)
- [foreign financial accounts](https://www.wpdcpa.com/tag/foreign-financial-accounts/)
- [Arizona construction](https://www.wpdcpa.com/tag/arizona-construction/)
- [Arizona tax planning](https://www.wpdcpa.com/tag/arizona-tax-planning/)
- [Section 179](https://www.wpdcpa.com/tag/section-179/)
- [Construction](https://www.wpdcpa.com/tag/construction/)
- [Tangible personal property](https://www.wpdcpa.com/tag/tangible-personal-property/)
- [supplemental unemployment benefits](https://www.wpdcpa.com/tag/supplemental-unemployment-benefits/)
- [employer-sponsored benefit](https://www.wpdcpa.com/tag/employer-sponsored-benefit/)
- [severence pay](https://www.wpdcpa.com/tag/severence-pay/)
- [IRA](https://www.wpdcpa.com/tag/ira/)
- [AGI](https://www.wpdcpa.com/tag/agi/)
- [QuickBooks](https://www.wpdcpa.com/tag/quickbooks/)
- [Financial reports](https://www.wpdcpa.com/tag/financial-reports/)
- [Cloud accounting](https://www.wpdcpa.com/tag/cloud-accounting/)
- [ACA reporting](https://www.wpdcpa.com/tag/aca-reporting/)
- [401(k) contributions](https://www.wpdcpa.com/tag/401k-contributions/)
- [Inflation adjustments](https://www.wpdcpa.com/tag/inflation-adjustments/)
- [FATCA](https://www.wpdcpa.com/tag/fatca/)
- [Foreign Account Tax Compliance Act](https://www.wpdcpa.com/tag/foreign-account-tax-compliance-act/)
- [Tax compliance](https://www.wpdcpa.com/tag/tax-compliance/)
- [International tax](https://www.wpdcpa.com/tag/international-tax/)
- [IRS Guidance](https://www.wpdcpa.com/tag/irs-guidance/)
- [Arizona bingo](https://www.wpdcpa.com/tag/arizona-bingo/)
- [Nonprofit fundraising](https://www.wpdcpa.com/tag/nonprofit-fundraising/)
- [Raffles](https://www.wpdcpa.com/tag/raffles/)
- [Bingo](https://www.wpdcpa.com/tag/bingo/)
- [charitable organizations](https://www.wpdcpa.com/tag/charitable-organizations/)
- [Arizona nonprofits](https://www.wpdcpa.com/tag/arizona-nonprofits/)
- [Arizona charitable organizations](https://www.wpdcpa.com/tag/arizona-charitable-organizations/)
- [2020 taxes](https://www.wpdcpa.com/tag/2020-taxes/)
- [Bonus depreciation](https://www.wpdcpa.com/tag/bonus-depreciation/)
- [NOL](https://www.wpdcpa.com/tag/nol/)
- [Net operating loss carrybacks](https://www.wpdcpa.com/tag/net-operating-loss-carrybacks/)
- [Disaster losses](https://www.wpdcpa.com/tag/disaster-losses/)
- [M&A](https://www.wpdcpa.com/tag/ma/)
- [mergers and acquisitions](https://www.wpdcpa.com/tag/mergers-and-acquisitions/)
- [business taxes](https://www.wpdcpa.com/tag/business-taxes/)
- [COVID-19 Client Service](https://www.wpdcpa.com/tag/covid-19-client-service/)
- [2021 Leader to Watch](https://www.wpdcpa.com/tag/2021-leader-to-watch/)
- [AZBIGMEDIA](https://www.wpdcpa.com/tag/azbigmedia/)
- [Randy G. Brammer](https://www.wpdcpa.com/tag/randy-g-brammer/)
- [America's Best Tax Firm](https://www.wpdcpa.com/tag/americas-best-tax-firm/)
- [America's Best Accounting Firm](https://www.wpdcpa.com/tag/americas-best-accounting-firm/)
- [Forbes](https://www.wpdcpa.com/tag/forbes/)
- [2021 Forbes](https://www.wpdcpa.com/tag/2021-forbes/)
- [PPP Expenses](https://www.wpdcpa.com/tag/ppp-expenses/)
- [Consolidated Appropriations Act](https://www.wpdcpa.com/tag/consolidated-appropriations-act/)
- [PPP Eligible Expenses](https://www.wpdcpa.com/tag/ppp-eligible-expenses/)
- [Corporations and partnerships e-filing](https://www.wpdcpa.com/tag/corporations-and-partnerships-e-filing/)
- [Electronic filing](https://www.wpdcpa.com/tag/electronic-filing/)
- [Corporate taxpayers](https://www.wpdcpa.com/tag/corporate-taxpayers/)
- [Corporate and partnership returns](https://www.wpdcpa.com/tag/corporate-and-partnership-returns/)
- [Consolidated Appropriations Act 2021](https://www.wpdcpa.com/tag/consolidated-appropriations-act-2021/)
- [Pandemic relief package](https://www.wpdcpa.com/tag/pandemic-relief-package/)
- [PPP2 loans](https://www.wpdcpa.com/tag/ppp2-loans/)
- [FDAP income](https://www.wpdcpa.com/tag/fdap-income/)
- [nonresident income](https://www.wpdcpa.com/tag/nonresident-income/)
- [tax treaties](https://www.wpdcpa.com/tag/tax-treaties/)
- [internatinonal](https://www.wpdcpa.com/tag/internatinonal/)
- [CPAmerica](https://www.wpdcpa.com/tag/cpamerica/)
- [CPAmerica Board](https://www.wpdcpa.com/tag/cpamerica-board/)
- [PPP2](https://www.wpdcpa.com/tag/ppp2/)
- [ERC](https://www.wpdcpa.com/tag/erc/)
- [Employee Retention Credit](https://www.wpdcpa.com/tag/employee-retention-credit/)
- [estimate taxes](https://www.wpdcpa.com/tag/estimate-taxes/)
- [Tax penalties](https://www.wpdcpa.com/tag/tax-penalties/)
- [COVID-19 fraud](https://www.wpdcpa.com/tag/covid-19-fraud/)
- [tax fraud](https://www.wpdcpa.com/tag/tax-fraud/)
- [1099-G](https://www.wpdcpa.com/tag/1099-g/)
- [Tax scams](https://www.wpdcpa.com/tag/tax-scams/)
- [construction accounting](https://www.wpdcpa.com/tag/construction-accounting/)
- [construction cash flow](https://www.wpdcpa.com/tag/construction-cash-flow/)
- [cash flow projections](https://www.wpdcpa.com/tag/cash-flow-projections/)
- [loan provisions](https://www.wpdcpa.com/tag/loan-provisions/)
- [PPP small business](https://www.wpdcpa.com/tag/ppp-small-business/)
- [FSAs](https://www.wpdcpa.com/tag/fsas/)
- [DCAPs](https://www.wpdcpa.com/tag/dcaps/)
- [Flexible Spending Accounts](https://www.wpdcpa.com/tag/flexible-spending-accounts/)
- [Dependent Care Assistance Plans](https://www.wpdcpa.com/tag/dependent-care-assistance-plans/)
- [Cafeteria Plans](https://www.wpdcpa.com/tag/cafeteria-plans/)
- [Charities](https://www.wpdcpa.com/tag/charities/)
- [nonprofit financial reporting](https://www.wpdcpa.com/tag/nonprofit-financial-reporting/)
- [nonprofit accounting](https://www.wpdcpa.com/tag/nonprofit-accounting/)
- [donor accountability](https://www.wpdcpa.com/tag/donor-accountability/)
- [endowments](https://www.wpdcpa.com/tag/endowments/)
- [tax-exempt status](https://www.wpdcpa.com/tag/tax-exempt-status/)
- [Employee benefit plans](https://www.wpdcpa.com/tag/employee-benefit-plans/)
- [401(k) plans](https://www.wpdcpa.com/tag/401k-plans/)
- [401(k) plan contributions](https://www.wpdcpa.com/tag/401k-plan-contributions/)
- [IRS Tax Notice](https://www.wpdcpa.com/tag/irs-tax-notice/)
- [CP59 Notice](https://www.wpdcpa.com/tag/cp59-notice/)
- [2019 tax filing](https://www.wpdcpa.com/tag/2019-tax-filing/)
- [child tax credit](https://www.wpdcpa.com/tag/child-tax-credit/)
- [Tax credits for employers](https://www.wpdcpa.com/tag/tax-credits-for-employers/)
- [American Rescue Plan Act](https://www.wpdcpa.com/tag/american-rescue-plan-act/)
- [American Rescue Plan Act of 2021](https://www.wpdcpa.com/tag/american-rescue-plan-act-of-2021/)
- [Relief Bill](https://www.wpdcpa.com/tag/relief-bill/)
- [Economic Impact Payment](https://www.wpdcpa.com/tag/economic-impact-payment/)
- [Adjusted gross income](https://www.wpdcpa.com/tag/adjusted-gross-income/)
- [2020 tax deadline extension](https://www.wpdcpa.com/tag/2020-tax-deadline-extension/)
- [May 17](https://www.wpdcpa.com/tag/may-17/)
- [2021 tax deadline](https://www.wpdcpa.com/tag/2021-tax-deadline/)
- [Resident alien](https://www.wpdcpa.com/tag/resident-alien/)
- [Foreign earned income](https://www.wpdcpa.com/tag/foreign-earned-income/)
- [foreign income tax](https://www.wpdcpa.com/tag/foreign-income-tax/)
- [tax home test](https://www.wpdcpa.com/tag/tax-home-test/)
- [Required minimum distributions](https://www.wpdcpa.com/tag/required-minimum-distributions/)
- [403(b)](https://www.wpdcpa.com/tag/403b/)
- [457(b)](https://www.wpdcpa.com/tag/457b/)
- [profit sharing](https://www.wpdcpa.com/tag/profit-sharing/)
- [defined contribution plans](https://www.wpdcpa.com/tag/defined-contribution-plans/)
- [PPP Extension](https://www.wpdcpa.com/tag/ppp-extension/)
- [Delinquent taxes](https://www.wpdcpa.com/tag/delinquent-taxes/)
- [Past due taxes](https://www.wpdcpa.com/tag/past-due-taxes/)
- [IRS Collection](https://www.wpdcpa.com/tag/irs-collection/)
- [Taxpayer rights](https://www.wpdcpa.com/tag/taxpayer-rights/)
- [May 17 tax deadline](https://www.wpdcpa.com/tag/may-17-tax-deadline/)
- [IRAs](https://www.wpdcpa.com/tag/iras/)
- [Tax deadline extension](https://www.wpdcpa.com/tag/tax-deadline-extension/)
- [2020 retirement contributions](https://www.wpdcpa.com/tag/2020-retirement-contributions/)
- [Arizona individual tax filing deadline](https://www.wpdcpa.com/tag/arizona-individual-tax-filing-deadline/)
- [Arizona May 17 tax deadline](https://www.wpdcpa.com/tag/arizona-may-17-tax-deadline/)
- [2020 individual tax deadline](https://www.wpdcpa.com/tag/2020-individual-tax-deadline/)
- [Food and beverage deduction](https://www.wpdcpa.com/tag/food-and-beverage-deduction/)
- [Taxpayer Certainty and Disaster Relief Act of 2020](https://www.wpdcpa.com/tag/taxpayer-certainty-and-disaster-relief-act-of-2020/)
- [Business deductions](https://www.wpdcpa.com/tag/business-deductions/)
- [2020 Conformity](https://www.wpdcpa.com/tag/2020-conformity/)
- [2020 Arizona taxes](https://www.wpdcpa.com/tag/2020-arizona-taxes/)
- [COVID restaurants](https://www.wpdcpa.com/tag/covid-restaurants/)
- [traditional 401(k)](https://www.wpdcpa.com/tag/traditional-401k/)
- [safe harbor 401(k)](https://www.wpdcpa.com/tag/safe-harbor-401k/)
- [SIMPLE 401(k) plans](https://www.wpdcpa.com/tag/simple-401k-plans/)
- [cryptocurrency](https://www.wpdcpa.com/tag/cryptocurrency/)
- [digital currency](https://www.wpdcpa.com/tag/digital-currency/)
- [NFTs](https://www.wpdcpa.com/tag/nfts/)
- [non-fungible tokens](https://www.wpdcpa.com/tag/non-fungible-tokens/)
- [2022 HSAs](https://www.wpdcpa.com/tag/2022-hsas/)
- [retirement plan audits](https://www.wpdcpa.com/tag/retirement-plan-audits/)
- [retirement plan compliance](https://www.wpdcpa.com/tag/retirement-plan-compliance/)
- [independent contractor](https://www.wpdcpa.com/tag/independent-contractor/)
- [gig workers](https://www.wpdcpa.com/tag/gig-workers/)
- [federal rules](https://www.wpdcpa.com/tag/federal-rules/)
- [independent contractor test](https://www.wpdcpa.com/tag/independent-contractor-test/)
- [multinational companies](https://www.wpdcpa.com/tag/multinational-companies/)
- [taxation](https://www.wpdcpa.com/tag/taxation/)
- [FDII](https://www.wpdcpa.com/tag/fdii/)
- [foreign-derived intangible income](https://www.wpdcpa.com/tag/foreign-derived-intangible-income/)
- [BEAT](https://www.wpdcpa.com/tag/beat/)
- [base erosion and anti-abuse tax](https://www.wpdcpa.com/tag/base-erosion-and-anti-abuse-tax/)
- [SHIELD](https://www.wpdcpa.com/tag/shield/)
- [2021 Child Tax Credit](https://www.wpdcpa.com/tag/2021-child-tax-credit/)
- [Advance Child Tax Credit](https://www.wpdcpa.com/tag/advance-child-tax-credit/)
- [2021 Child Tax Credit Payments](https://www.wpdcpa.com/tag/2021-child-tax-credit-payments/)
- [2021 Taxes](https://www.wpdcpa.com/tag/2021-taxes/)
- [2021 Tax Planning](https://www.wpdcpa.com/tag/2021-tax-planning/)
- [estate tax planning](https://www.wpdcpa.com/tag/estate-tax-planning/)
- [federal estate tax exemption](https://www.wpdcpa.com/tag/federal-estate-tax-exemption/)
- [Spousal lifetime access trust](https://www.wpdcpa.com/tag/spousal-lifetime-access-trust/)
- [SLATs](https://www.wpdcpa.com/tag/slats/)
- [bypass trusts](https://www.wpdcpa.com/tag/bypass-trusts/)
- [family business assets](https://www.wpdcpa.com/tag/family-business-assets/)
- [step-up basis](https://www.wpdcpa.com/tag/step-up-basis/)
- [Arizona Top Workplaces](https://www.wpdcpa.com/tag/arizona-top-workplaces/)
- [2021 Top Workplaces](https://www.wpdcpa.com/tag/2021-top-workplaces/)
- [AZ Central Top Workplaces](https://www.wpdcpa.com/tag/az-central-top-workplaces/)
- [CPA recruiting](https://www.wpdcpa.com/tag/cpa-recruiting/)
- [Arizona accountants](https://www.wpdcpa.com/tag/arizona-accountants/)
- [Arizona CPAs](https://www.wpdcpa.com/tag/arizona-cpas/)
- [digital assets](https://www.wpdcpa.com/tag/digital-assets/)
- [Digital privacy](https://www.wpdcpa.com/tag/digital-privacy/)
- [Fiduciary Access to Digital Assets Act of 201](https://www.wpdcpa.com/tag/fiduciary-access-to-digital-assets-act-of-201/)
- [Wayfair ruling](https://www.wpdcpa.com/tag/wayfair-ruling/)
- [economic nexus](https://www.wpdcpa.com/tag/economic-nexus/)
- [state taxes](https://www.wpdcpa.com/tag/state-taxes/)
- [529 plans](https://www.wpdcpa.com/tag/529-plans/)
- [college education](https://www.wpdcpa.com/tag/college-education/)
- [qualified education expenses](https://www.wpdcpa.com/tag/qualified-education-expenses/)
- [Higher education tax savings](https://www.wpdcpa.com/tag/higher-education-tax-savings/)
- [American Opportunity Tax Credit](https://www.wpdcpa.com/tag/american-opportunity-tax-credit/)
- [Lifetime Learning Credit](https://www.wpdcpa.com/tag/lifetime-learning-credit/)
- [College tuition](https://www.wpdcpa.com/tag/college-tuition/)
- [Arizona CPA Firm](https://www.wpdcpa.com/tag/arizona-cpa-firm/)
- [ASC 606](https://www.wpdcpa.com/tag/asc-606/)
- [Randy Brammer](https://www.wpdcpa.com/tag/randy-brammer/)
- [vaccine mandate](https://www.wpdcpa.com/tag/vaccine-mandate/)
- [vaccines](https://www.wpdcpa.com/tag/vaccines/)
- [Biden vaccine mandate](https://www.wpdcpa.com/tag/biden-vaccine-mandate/)
- [private businesses](https://www.wpdcpa.com/tag/private-businesses/)
- [private business vaccine mandate](https://www.wpdcpa.com/tag/private-business-vaccine-mandate/)
- [Arizona State Board of Accountancy](https://www.wpdcpa.com/tag/arizona-state-board-of-accountancy/)
- [Governor Ducey Appointment](https://www.wpdcpa.com/tag/governor-ducey-appointment/)
- [AZ State Board of Accountancy](https://www.wpdcpa.com/tag/az-state-board-of-accountancy/)
- [State and local taxes](https://www.wpdcpa.com/tag/state-and-local-taxes/)
- [wfh](https://www.wpdcpa.com/tag/wfh/)
- [hybrid work](https://www.wpdcpa.com/tag/hybrid-work/)
- [SALT](https://www.wpdcpa.com/tag/salt/)
- [Treasure House](https://www.wpdcpa.com/tag/treasure-house/)
- [supply chain management](https://www.wpdcpa.com/tag/supply-chain-management/)
- [supply chains](https://www.wpdcpa.com/tag/supply-chains/)
- [Tax deductions](https://www.wpdcpa.com/tag/tax-deductions/)
- [Itemization](https://www.wpdcpa.com/tag/itemization/)
- [Charitable contributions](https://www.wpdcpa.com/tag/charitable-contributions/)
- [Deduction of charitable contributions](https://www.wpdcpa.com/tag/deduction-of-charitable-contributions/)
- [Public School Tax Credit](https://www.wpdcpa.com/tag/public-school-tax-credit/)
- [Contributions to Qualifying Charitable Organization](https://www.wpdcpa.com/tag/contributions-to-qualifying-charitable-organization/)
- [Contributions Qualifying Foster Care Charitable Organizations](https://www.wpdcpa.com/tag/contributions-qualifying-foster-care-charitable-organizations/)
- [2021 Arizona taxes](https://www.wpdcpa.com/tag/2021-arizona-taxes/)
- [Year end tax planning](https://www.wpdcpa.com/tag/year-end-tax-planning/)
- [2021 tax](https://www.wpdcpa.com/tag/2021-tax/)
- [Capital gains tax rates](https://www.wpdcpa.com/tag/capital-gains-tax-rates/)
- [Qualified dividend tax rates](https://www.wpdcpa.com/tag/qualified-dividend-tax-rates/)
- [Tax capital gains](https://www.wpdcpa.com/tag/tax-capital-gains/)
- [Generation skipping trust](https://www.wpdcpa.com/tag/generation-skipping-trust/)
- [Pass through income](https://www.wpdcpa.com/tag/pass-through-income/)
- [LLCs](https://www.wpdcpa.com/tag/llcs/)
- [Arizona taxes](https://www.wpdcpa.com/tag/arizona-taxes/)
- [Individual taxes](https://www.wpdcpa.com/tag/individual-taxes/)
- [Self-employment income](https://www.wpdcpa.com/tag/self-employment-income/)
- [Due diligence](https://www.wpdcpa.com/tag/due-diligence/)
- [Private equity](https://www.wpdcpa.com/tag/private-equity/)
- [PE](https://www.wpdcpa.com/tag/pe/)
- [Infrastructure Investment and Jobs Act](https://www.wpdcpa.com/tag/infrastructure-investment-and-jobs-act/)
- [NourishPHX](https://www.wpdcpa.com/tag/nourishphx/)
- [GAAP](https://www.wpdcpa.com/tag/gaap/)
- [Financial statement](https://www.wpdcpa.com/tag/financial-statement/)
- [trial balances](https://www.wpdcpa.com/tag/trial-balances/)
- [footnote disclosures](https://www.wpdcpa.com/tag/footnote-disclosures/)
- [Internal controls](https://www.wpdcpa.com/tag/internal-controls/)
- [cash flow statement](https://www.wpdcpa.com/tag/cash-flow-statement/)
- [Proposition 208](https://www.wpdcpa.com/tag/proposition-208/)
- [Arizona business income](https://www.wpdcpa.com/tag/arizona-business-income/)
- [Arizona small business income](https://www.wpdcpa.com/tag/arizona-small-business-income/)
- [SBI](https://www.wpdcpa.com/tag/sbi/)
- [Arizona tax filing deadline](https://www.wpdcpa.com/tag/arizona-tax-filing-deadline/)
- [2022 tax filing season](https://www.wpdcpa.com/tag/2022-tax-filing-season/)
- [2022 Arizona tax filing season](https://www.wpdcpa.com/tag/2022-arizona-tax-filing-season/)
- [January 31](https://www.wpdcpa.com/tag/january-31/)
- [Business tax filings](https://www.wpdcpa.com/tag/business-tax-filings/)
- [Marketing expenses](https://www.wpdcpa.com/tag/marketing-expenses/)
- [Advertising expenses](https://www.wpdcpa.com/tag/advertising-expenses/)
- [Business tax deductions](https://www.wpdcpa.com/tag/business-tax-deductions/)
- [Advertising and marketing costs](https://www.wpdcpa.com/tag/advertising-and-marketing-costs/)
- [Taxable income](https://www.wpdcpa.com/tag/taxable-income/)
- [Workplace recognitions](https://www.wpdcpa.com/tag/workplace-recognitions/)
- [Teams](https://www.wpdcpa.com/tag/teams/)
- [Workplace culture](https://www.wpdcpa.com/tag/workplace-culture/)
- [Accounting promotions](https://www.wpdcpa.com/tag/accounting-promotions/)
- [Firm culture](https://www.wpdcpa.com/tag/firm-culture/)
- [Diversity](https://www.wpdcpa.com/tag/diversity/)
- [CPA culture](https://www.wpdcpa.com/tag/cpa-culture/)
- [Arizona Business Leader](https://www.wpdcpa.com/tag/arizona-business-leader/)
- [IRS crimes](https://www.wpdcpa.com/tag/irs-crimes/)
- [IRS investigations](https://www.wpdcpa.com/tag/irs-investigations/)
- [Financial fraud](https://www.wpdcpa.com/tag/financial-fraud/)
- [Financial investigations](https://www.wpdcpa.com/tag/financial-investigations/)
- [COVID](https://www.wpdcpa.com/tag/covid/)
- [Schedules K-2 and K-3](https://www.wpdcpa.com/tag/schedules-k-2-and-k-3/)
- [K-2](https://www.wpdcpa.com/tag/k-2/)
- [K-3](https://www.wpdcpa.com/tag/k-3/)
- [Domestic partnerships](https://www.wpdcpa.com/tag/domestic-partnerships/)
- [S corporations](https://www.wpdcpa.com/tag/s-corporations/)
- [Accounting services](https://www.wpdcpa.com/tag/accounting-services/)
- [CPA firms](https://www.wpdcpa.com/tag/cpa-firms/)
- [Company growth](https://www.wpdcpa.com/tag/company-growth/)
- [Merger](https://www.wpdcpa.com/tag/merger/)
- [Acquisition](https://www.wpdcpa.com/tag/acquisition/)
- [Business purchase](https://www.wpdcpa.com/tag/business-purchase/)
- [Business sale](https://www.wpdcpa.com/tag/business-sale/)
- [Calendar year](https://www.wpdcpa.com/tag/calendar-year/)
- [Tax year](https://www.wpdcpa.com/tag/tax-year/)
- [Fiscal year](https://www.wpdcpa.com/tag/fiscal-year/)
- [Internal Revenue Code](https://www.wpdcpa.com/tag/internal-revenue-code/)
- [Income Tax Regulations](https://www.wpdcpa.com/tag/income-tax-regulations/)
- [Accounting period](https://www.wpdcpa.com/tag/accounting-period/)
- [Tax myths](https://www.wpdcpa.com/tag/tax-myths/)
- [Tax facts](https://www.wpdcpa.com/tag/tax-facts/)
- [Arizona tax facts](https://www.wpdcpa.com/tag/arizona-tax-facts/)
- [Employees events](https://www.wpdcpa.com/tag/employees-events/)
- [Employee gatherings](https://www.wpdcpa.com/tag/employee-gatherings/)
- [Scottsdale Medieval Times](https://www.wpdcpa.com/tag/scottsdale-medieval-times/)
- [Scottsdale CPAs](https://www.wpdcpa.com/tag/scottsdale-cpas/)
- [Chandler CPAs](https://www.wpdcpa.com/tag/chandler-cpas/)
- [Arizona accounting firm](https://www.wpdcpa.com/tag/arizona-accounting-firm/)
- [Chandler accountants](https://www.wpdcpa.com/tag/chandler-accountants/)
- [Scottsdale accountants](https://www.wpdcpa.com/tag/scottsdale-accountants/)
- [Finance](https://www.wpdcpa.com/tag/finance/)
- [Arizona accounting](https://www.wpdcpa.com/tag/arizona-accounting/)
- [Phoenix CPAs](https://www.wpdcpa.com/tag/phoenix-cpas/)
- [Prop 208](https://www.wpdcpa.com/tag/prop-208/)
- [AZ individual income tax surcharge](https://www.wpdcpa.com/tag/az-individual-income-tax-surcharge/)
- [Proposition 208 surcharge](https://www.wpdcpa.com/tag/proposition-208-surcharge/)
- [Arizona income tax rate](https://www.wpdcpa.com/tag/arizona-income-tax-rate/)
- [Small business income tax](https://www.wpdcpa.com/tag/small-business-income-tax/)
- [Small business income tax return](https://www.wpdcpa.com/tag/small-business-income-tax-return/)
- [Governor Doug Ducey](https://www.wpdcpa.com/tag/governor-doug-ducey/)
- [ISOS](https://www.wpdcpa.com/tag/isos/)
- [International State of the State](https://www.wpdcpa.com/tag/international-state-of-the-state/)
- [Arizona international business](https://www.wpdcpa.com/tag/arizona-international-business/)
- [Arizona military](https://www.wpdcpa.com/tag/arizona-military/)
- [Military Assistance Mission](https://www.wpdcpa.com/tag/military-assistance-mission/)
- [State unemployment tax](https://www.wpdcpa.com/tag/state-unemployment-tax/)
- [GoFundMe](https://www.wpdcpa.com/tag/gofundme/)
- [Business operations](https://www.wpdcpa.com/tag/business-operations/)
- [Gross revenue](https://www.wpdcpa.com/tag/gross-revenue/)
- [Gross profit](https://www.wpdcpa.com/tag/gross-profit/)
- [Net Profit](https://www.wpdcpa.com/tag/net-profit/)
- [Gross margin](https://www.wpdcpa.com/tag/gross-margin/)
- [Net margin](https://www.wpdcpa.com/tag/net-margin/)
- [Accounts receivable](https://www.wpdcpa.com/tag/accounts-receivable/)
- [Accounts Payable](https://www.wpdcpa.com/tag/accounts-payable/)
- [Real estate](https://www.wpdcpa.com/tag/real-estate/)
- [PTK](https://www.wpdcpa.com/tag/ptk/)
- [People and Projects to Know](https://www.wpdcpa.com/tag/people-and-projects-to-know/)
- [commercial real estate](https://www.wpdcpa.com/tag/commercial-real-estate/)
- [Arizona real estate](https://www.wpdcpa.com/tag/arizona-real-estate/)
- [Professional Services](https://www.wpdcpa.com/tag/professional-services/)
- [Tax interns](https://www.wpdcpa.com/tag/tax-interns/)
- [ASU](https://www.wpdcpa.com/tag/asu/)
- [Arizona State University](https://www.wpdcpa.com/tag/arizona-state-university/)
- [ASU Accounting](https://www.wpdcpa.com/tag/asu-accounting/)
- [Nonprofit accountants](https://www.wpdcpa.com/tag/nonprofit-accountants/)
- [Foreign accounting](https://www.wpdcpa.com/tag/foreign-accounting/)
- [Foreign taxes](https://www.wpdcpa.com/tag/foreign-taxes/)
- [Foreign assets](https://www.wpdcpa.com/tag/foreign-assets/)
- [Foreign financial reporting](https://www.wpdcpa.com/tag/foreign-financial-reporting/)
- [Bill pay services](https://www.wpdcpa.com/tag/bill-pay-services/)
- [Accounting assistance](https://www.wpdcpa.com/tag/accounting-assistance/)
- [Outsourced accounting](https://www.wpdcpa.com/tag/outsourced-accounting/)
- [Outsourced bookkeeping](https://www.wpdcpa.com/tag/outsourced-bookkeeping/)
- [CPAs](https://www.wpdcpa.com/tag/cpas/)
- [Business records](https://www.wpdcpa.com/tag/business-records/)
- [Record retention](https://www.wpdcpa.com/tag/record-retention/)
- [tax records](https://www.wpdcpa.com/tag/tax-records/)
- [business tax records](https://www.wpdcpa.com/tag/business-tax-records/)
- [Accounting firm](https://www.wpdcpa.com/tag/accounting-firm/)
- [Travel ID](https://www.wpdcpa.com/tag/travel-id/)
- [Arizona Travel ID](https://www.wpdcpa.com/tag/arizona-travel-id/)
- [REAL ID](https://www.wpdcpa.com/tag/real-id/)
- [REAL ID Act of 2005](https://www.wpdcpa.com/tag/real-id-act-of-2005/)
- [Domestic air travel](https://www.wpdcpa.com/tag/domestic-air-travel/)
- [Malware](https://www.wpdcpa.com/tag/malware/)
- [VPN](https://www.wpdcpa.com/tag/vpn/)
- [Passwords](https://www.wpdcpa.com/tag/passwords/)
- [Cybercrime](https://www.wpdcpa.com/tag/cybercrime/)
- [Standard mileage rates](https://www.wpdcpa.com/tag/standard-mileage-rates/)
- [mileage increase](https://www.wpdcpa.com/tag/mileage-increase/)
- [Mileage rates](https://www.wpdcpa.com/tag/mileage-rates/)
- [business mileage rates](https://www.wpdcpa.com/tag/business-mileage-rates/)
- [gas mileage](https://www.wpdcpa.com/tag/gas-mileage/)
- [Best Places to Work](https://www.wpdcpa.com/tag/best-places-to-work/)
- [Best Places to Live](https://www.wpdcpa.com/tag/best-places-to-live/)
- [Arizona Best Place to Work](https://www.wpdcpa.com/tag/arizona-best-place-to-work/)
- [Arizona Best Places to Live](https://www.wpdcpa.com/tag/arizona-best-places-to-live/)
- [Scottsdale Best Place to Live](https://www.wpdcpa.com/tag/scottsdale-best-place-to-live/)
- [Chandler Best Place to Live](https://www.wpdcpa.com/tag/chandler-best-place-to-live/)
- [Ranking Arizona](https://www.wpdcpa.com/tag/ranking-arizona/)
- [employee benefit plan audits](https://www.wpdcpa.com/tag/employee-benefit-plan-audits/)
- [retirement plans](https://www.wpdcpa.com/tag/retirement-plans/)
- [plan administrators](https://www.wpdcpa.com/tag/plan-administrators/)
- [employee benefit plan management](https://www.wpdcpa.com/tag/employee-benefit-plan-management/)
- [TPA](https://www.wpdcpa.com/tag/tpa/)
- [Third party administrator](https://www.wpdcpa.com/tag/third-party-administrator/)
- [estate tax plann](https://www.wpdcpa.com/tag/estate-tax-plann/)
- [2022 Arizona Top Workplaces](https://www.wpdcpa.com/tag/2022-arizona-top-workplaces/)
- [Arizona M&A](https://www.wpdcpa.com/tag/arizona-ma/)
- [Arizona mergers and acquisitions](https://www.wpdcpa.com/tag/arizona-mergers-and-acquisitions/)
- [Private Arizona business sales](https://www.wpdcpa.com/tag/private-arizona-business-sales/)
- [Private Arizona acquisitions](https://www.wpdcpa.com/tag/private-arizona-acquisitions/)
- [M&A tax](https://www.wpdcpa.com/tag/ma-tax/)
- [M&A consulting](https://www.wpdcpa.com/tag/ma-consulting/)
- [Vehicle use tax](https://www.wpdcpa.com/tag/vehicle-use-tax/)
- [aircraft use tax](https://www.wpdcpa.com/tag/aircraft-use-tax/)
- [Out-of-state taxable items](https://www.wpdcpa.com/tag/out-of-state-taxable-items/)
- [Tax liability](https://www.wpdcpa.com/tag/tax-liability/)
- [Watercraft](https://www.wpdcpa.com/tag/watercraft/)
- [Boats use tax](https://www.wpdcpa.com/tag/boats-use-tax/)
- [Wallace Plese + Dreher Teambuilding](https://www.wpdcpa.com/tag/wallace-plese-dreher-teambuilding/)
- [Employee events](https://www.wpdcpa.com/tag/employee-events/)
- [Wallace Plese + Dreher culture](https://www.wpdcpa.com/tag/wallace-plese-dreher-culture/)
- [Scottsdale teambuilding](https://www.wpdcpa.com/tag/scottsdale-teambuilding/)
- [Chandler teambuilding](https://www.wpdcpa.com/tag/chandler-teambuilding/)
- [Arizona teambuilding](https://www.wpdcpa.com/tag/arizona-teambuilding/)
- [Google](https://www.wpdcpa.com/tag/google/)
- [consumer privacy](https://www.wpdcpa.com/tag/consumer-privacy/)
- [Google cookies](https://www.wpdcpa.com/tag/google-cookies/)
- [Google topics](https://www.wpdcpa.com/tag/google-topics/)
- [Business depreciation](https://www.wpdcpa.com/tag/business-depreciation/)
- [Depreciation tax rules](https://www.wpdcpa.com/tag/depreciation-tax-rules/)
- [Commercial depreciation](https://www.wpdcpa.com/tag/commercial-depreciation/)
- [Feed My Starving Children](https://www.wpdcpa.com/tag/feed-my-starving-children/)
- [Community projects](https://www.wpdcpa.com/tag/community-projects/)
- [Nonprofits](https://www.wpdcpa.com/tag/nonprofits/)
- [Bookkeeping](https://www.wpdcpa.com/tag/bookkeeping/)
- [Accounting culture](https://www.wpdcpa.com/tag/accounting-culture/)
- [Public accounting Arizona](https://www.wpdcpa.com/tag/public-accounting-arizona/)
- [Accounting jobs](https://www.wpdcpa.com/tag/accounting-jobs/)
- [public accounting jobs](https://www.wpdcpa.com/tag/public-accounting-jobs/)
- [accounting Chandler](https://www.wpdcpa.com/tag/accounting-chandler/)
- [accounting Scottsdale](https://www.wpdcpa.com/tag/accounting-scottsdale/)
- [Employee value](https://www.wpdcpa.com/tag/employee-value/)
- [Staffing](https://www.wpdcpa.com/tag/staffing/)
- [Talent](https://www.wpdcpa.com/tag/talent/)
- [Workforce](https://www.wpdcpa.com/tag/workforce/)
- [Employees](https://www.wpdcpa.com/tag/employees/)
- [Employee teambuilding](https://www.wpdcpa.com/tag/employee-teambuilding/)
- [Fringe benefits](https://www.wpdcpa.com/tag/fringe-benefits/)
- [Fringe benefits tax](https://www.wpdcpa.com/tag/fringe-benefits-tax/)
- [rightsizing](https://www.wpdcpa.com/tag/rightsizing/)
- [Electric vehicles](https://www.wpdcpa.com/tag/electric-vehicles/)
- [EV credits](https://www.wpdcpa.com/tag/ev-credits/)
- [EV purchase](https://www.wpdcpa.com/tag/ev-purchase/)
- [Company culture](https://www.wpdcpa.com/tag/company-culture/)
- [human resources](https://www.wpdcpa.com/tag/human-resources/)
- [remote employees](https://www.wpdcpa.com/tag/remote-employees/)
- [Tax exclusions](https://www.wpdcpa.com/tag/tax-exclusions/)
- [Arizona withholding form](https://www.wpdcpa.com/tag/arizona-withholding-form/)
- [Arizona withhholdings](https://www.wpdcpa.com/tag/arizona-withhholdings/)
- [FormA-4](https://www.wpdcpa.com/tag/forma-4/)
- [GAAP financial statements](https://www.wpdcpa.com/tag/gaap-financial-statements/)
- [New lease accounting standard](https://www.wpdcpa.com/tag/new-lease-accounting-standard/)
- [new accounting standard](https://www.wpdcpa.com/tag/new-accounting-standard/)
- [charitable donations](https://www.wpdcpa.com/tag/charitable-donations/)
- [Itemized deductions](https://www.wpdcpa.com/tag/itemized-deductions/)
- [2022 charitable giving](https://www.wpdcpa.com/tag/2022-charitable-giving/)
- [Top Arizona accounting firm](https://www.wpdcpa.com/tag/top-arizona-accounting-firm/)
- [Top Scottsdale CPA firm](https://www.wpdcpa.com/tag/top-scottsdale-cpa-firm/)
- [Best Phoenix Accounting Firm](https://www.wpdcpa.com/tag/best-phoenix-accounting-firm/)
- [PTE](https://www.wpdcpa.com/tag/pte/)
- [Pass-through entity tax](https://www.wpdcpa.com/tag/pass-through-entity-tax/)
- [Arizona Standard Deduction](https://www.wpdcpa.com/tag/arizona-standard-deduction/)
- [Employee promotions](https://www.wpdcpa.com/tag/employee-promotions/)
- [Shaping Arizona business](https://www.wpdcpa.com/tag/shaping-arizona-business/)
- [Businesses to watch](https://www.wpdcpa.com/tag/businesses-to-watch/)
- [Arizona CPA firms to watch](https://www.wpdcpa.com/tag/arizona-cpa-firms-to-watch/)
- [Pace & Company](https://www.wpdcpa.com/tag/pace-company/)
- [PC](https://www.wpdcpa.com/tag/pc/)
- [Growing CPA firm](https://www.wpdcpa.com/tag/growing-cpa-firm/)
- [Arizona CPA growth](https://www.wpdcpa.com/tag/arizona-cpa-growth/)
- [EVs](https://www.wpdcpa.com/tag/evs/)
- [EV tax credits](https://www.wpdcpa.com/tag/ev-tax-credits/)
- [2023 EV tax credits](https://www.wpdcpa.com/tag/2023-ev-tax-credits/)
- [Used Clean Vehicle Credit](https://www.wpdcpa.com/tag/used-clean-vehicle-credit/)
- [Highly compensated employees](https://www.wpdcpa.com/tag/highly-compensated-employees/)
- [HCEs](https://www.wpdcpa.com/tag/hces/)
- [overtime pay](https://www.wpdcpa.com/tag/overtime-pay/)
- [accounting careers](https://www.wpdcpa.com/tag/accounting-careers/)
- [accounting trends](https://www.wpdcpa.com/tag/accounting-trends/)
- [business news](https://www.wpdcpa.com/tag/business-news/)
- [career opportunities](https://www.wpdcpa.com/tag/career-opportunities/)
- [Employee retention tax credits](https://www.wpdcpa.com/tag/employee-retention-tax-credits/)
- [Arizona minimum wage](https://www.wpdcpa.com/tag/arizona-minimum-wage/)
- [2023 Arizona minimum wage increase](https://www.wpdcpa.com/tag/2023-arizona-minimum-wage-increase/)
- [business compliance](https://www.wpdcpa.com/tag/business-compliance/)
- [FDIC](https://www.wpdcpa.com/tag/fdic/)
- [Bank failures](https://www.wpdcpa.com/tag/bank-failures/)
- [FDIC threshold](https://www.wpdcpa.com/tag/fdic-threshold/)
- [Business tax recordkeeping](https://www.wpdcpa.com/tag/business-tax-recordkeeping/)
- [statute of limitations tax returns](https://www.wpdcpa.com/tag/statute-of-limitations-tax-returns/)
- [Business recordkeeping](https://www.wpdcpa.com/tag/business-recordkeeping/)
- [ERC scams](https://www.wpdcpa.com/tag/erc-scams/)
- [ERC false promotions](https://www.wpdcpa.com/tag/erc-false-promotions/)
- [ERC false advertisements](https://www.wpdcpa.com/tag/erc-false-advertisements/)
- [Business succession](https://www.wpdcpa.com/tag/business-succession/)
- [Closing your business](https://www.wpdcpa.com/tag/closing-your-business/)
- [selling your business](https://www.wpdcpa.com/tag/selling-your-business/)
- [Arizona business sales](https://www.wpdcpa.com/tag/arizona-business-sales/)
- [Arizona business succession](https://www.wpdcpa.com/tag/arizona-business-succession/)
- [Business tax](https://www.wpdcpa.com/tag/business-tax/)
- [Business financial reporting](https://www.wpdcpa.com/tag/business-financial-reporting/)
- [Financial automation](https://www.wpdcpa.com/tag/financial-automation/)
- [Arizona business women](https://www.wpdcpa.com/tag/arizona-business-women/)
- [professional women in business](https://www.wpdcpa.com/tag/professional-women-in-business/)
- [EINs](https://www.wpdcpa.com/tag/eins/)
- [employer identification numbers](https://www.wpdcpa.com/tag/employer-identification-numbers/)
- [Employment verification](https://www.wpdcpa.com/tag/employment-verification/)
- [Clean vehicle credit](https://www.wpdcpa.com/tag/clean-vehicle-credit/)
- [electric vehicle tax credit](https://www.wpdcpa.com/tag/electric-vehicle-tax-credit/)
- [Form 8300](https://www.wpdcpa.com/tag/form-8300/)
- [Reporting cash payments](https://www.wpdcpa.com/tag/reporting-cash-payments/)
- [IRS Form 8300](https://www.wpdcpa.com/tag/irs-form-8300/)
- [Scottsdale City Council](https://www.wpdcpa.com/tag/scottsdale-city-council/)
- [Barry S. Graham](https://www.wpdcpa.com/tag/barry-s-graham/)
- [CPA careers](https://www.wpdcpa.com/tag/cpa-careers/)
- [Employee gifts](https://www.wpdcpa.com/tag/employee-gifts/)
- [employee gifting tax](https://www.wpdcpa.com/tag/employee-gifting-tax/)
- [ASU Meet the Firms](https://www.wpdcpa.com/tag/asu-meet-the-firms/)
- [Arizona accounting jobs](https://www.wpdcpa.com/tag/arizona-accounting-jobs/)
- [accounting recruiting](https://www.wpdcpa.com/tag/accounting-recruiting/)
- [2023 accounting jobs](https://www.wpdcpa.com/tag/2023-accounting-jobs/)
- [Arizona most influential woman](https://www.wpdcpa.com/tag/arizona-most-influential-woman/)
- [Arizona top accounting firm](https://www.wpdcpa.com/tag/arizona-top-accounting-firm/)
- [accounting work life balance](https://www.wpdcpa.com/tag/accounting-work-life-balance/)
- [UofA recruiting](https://www.wpdcpa.com/tag/uofa-recruiting/)
- [AMT](https://www.wpdcpa.com/tag/amt/)
- [Alternative Minimum Tax](https://www.wpdcpa.com/tag/alternative-minimum-tax/)
- [EITC](https://www.wpdcpa.com/tag/eitc/)
- [Earned Income Tax Credit](https://www.wpdcpa.com/tag/earned-income-tax-credit/)
- [Standard deduction](https://www.wpdcpa.com/tag/standard-deduction/)
- [2023 business year-end tax planning](https://www.wpdcpa.com/tag/2023-business-year-end-tax-planning/)
- [business tax planning](https://www.wpdcpa.com/tag/business-tax-planning/)
- [employee bonuses](https://www.wpdcpa.com/tag/employee-bonuses/)
- [Scottsdale accounting firm](https://www.wpdcpa.com/tag/scottsdale-accounting-firm/)
- [Scottsdale CPA firm culture](https://www.wpdcpa.com/tag/scottsdale-cpa-firm-culture/)
- [2024 mileage rates](https://www.wpdcpa.com/tag/2024-mileage-rates/)
- [2024 FSAs](https://www.wpdcpa.com/tag/2024-fsas/)
- [2024 flexible spending arrangements](https://www.wpdcpa.com/tag/2024-flexible-spending-arrangements/)
- [FSA increases](https://www.wpdcpa.com/tag/fsa-increases/)
- [2024 FSA limit increases](https://www.wpdcpa.com/tag/2024-fsa-limit-increases/)
- [Arizona accounting promotion](https://www.wpdcpa.com/tag/arizona-accounting-promotion/)
- [Growing Arizona cpa firm](https://www.wpdcpa.com/tag/growing-arizona-cpa-firm/)
- [IRS collections](https://www.wpdcpa.com/tag/irs-collections/)
- [IRS collection letters](https://www.wpdcpa.com/tag/irs-collection-letters/)
- [IRS collection notices](https://www.wpdcpa.com/tag/irs-collection-notices/)
- [Wallace Plese + Dreher employees](https://www.wpdcpa.com/tag/wallace-plese-dreher-employees/)
- [accounting students](https://www.wpdcpa.com/tag/accounting-students/)
- [GCU](https://www.wpdcpa.com/tag/gcu/)
- [Grand Canyon University](https://www.wpdcpa.com/tag/grand-canyon-university/)
- [IRS tax appeals](https://www.wpdcpa.com/tag/irs-tax-appeals/)
- [IRS penalties](https://www.wpdcpa.com/tag/irs-penalties/)
- [right to appeal IRS decision](https://www.wpdcpa.com/tag/right-to-appeal-irs-decision/)
- [digital asset reporting rules](https://www.wpdcpa.com/tag/digital-asset-reporting-rules/)
- [Accounting software](https://www.wpdcpa.com/tag/accounting-software/)
- [irs audit](https://www.wpdcpa.com/tag/irs-audit/)
- [tax audit](https://www.wpdcpa.com/tag/tax-audit/)
- [nonprofit accounting services](https://www.wpdcpa.com/tag/nonprofit-accounting-services/)
- [UofA](https://www.wpdcpa.com/tag/uofa/)
- [The University of Arizona](https://www.wpdcpa.com/tag/the-university-of-arizona/)
- [Eller College of Management](https://www.wpdcpa.com/tag/eller-college-of-management/)
- [Dhaliwal-Reidy School of Accountancy](https://www.wpdcpa.com/tag/dhaliwal-reidy-school-of-accountancy/)
- [UofA Meet the Firms](https://www.wpdcpa.com/tag/uofa-meet-the-firms/)
- [ASU alumni](https://www.wpdcpa.com/tag/asu-alumni/)
- [ASU meeting the firms](https://www.wpdcpa.com/tag/asu-meeting-the-firms/)
- [#1 Arizona accounting firm](https://www.wpdcpa.com/tag/1-arizona-accounting-firm/)
- [NAU alumni](https://www.wpdcpa.com/tag/nau-alumni/)
- [Contract employees](https://www.wpdcpa.com/tag/contract-employees/)
- [Employee classification](https://www.wpdcpa.com/tag/employee-classification/)
- [Freelance employees](https://www.wpdcpa.com/tag/freelance-employees/)
- [audit triggers](https://www.wpdcpa.com/tag/audit-triggers/)
- [previously owned clean vehicle](https://www.wpdcpa.com/tag/previously-owned-clean-vehicle/)
- [2024 estimated payments](https://www.wpdcpa.com/tag/2024-estimated-payments/)
- [disaster documents](https://www.wpdcpa.com/tag/disaster-documents/)
- [disaster plan](https://www.wpdcpa.com/tag/disaster-plan/)
- [2024 taxes](https://www.wpdcpa.com/tag/2024-taxes/)
- [2024 tax filings](https://www.wpdcpa.com/tag/2024-tax-filings/)
- [W-2](https://www.wpdcpa.com/tag/w-2/)
- [Social security taxes](https://www.wpdcpa.com/tag/social-security-taxes/)
- [Tax withholdings](https://www.wpdcpa.com/tag/tax-withholdings/)
- [2024 tax planning](https://www.wpdcpa.com/tag/2024-tax-planning/)
- [tax remote employees](https://www.wpdcpa.com/tag/tax-remote-employees/)
- [2025 taxes](https://www.wpdcpa.com/tag/2025-taxes/)
- [2025 tax year](https://www.wpdcpa.com/tag/2025-tax-year/)
- [retirement plan contributions](https://www.wpdcpa.com/tag/retirement-plan-contributions/)
- [traditional IRA](https://www.wpdcpa.com/tag/traditional-ira/)
- [Arizona tax credits](https://www.wpdcpa.com/tag/arizona-tax-credits/)
- [QFCO](https://www.wpdcpa.com/tag/qfco/)
- [2024 Arizona tax credits](https://www.wpdcpa.com/tag/2024-arizona-tax-credits/)
- [QCO](https://www.wpdcpa.com/tag/qco/)
- [Arizona charity donations](https://www.wpdcpa.com/tag/arizona-charity-donations/)
- [QBI](https://www.wpdcpa.com/tag/qbi/)
- [QBID](https://www.wpdcpa.com/tag/qbid/)
- [Qualified business income deduction](https://www.wpdcpa.com/tag/qualified-business-income-deduction/)
- [Section 199A](https://www.wpdcpa.com/tag/section-199a/)
- [CTA](https://www.wpdcpa.com/tag/cta/)
- [Corporate Transparency Act](https://www.wpdcpa.com/tag/corporate-transparency-act/)
- [AZ top accounting firm](https://www.wpdcpa.com/tag/az-top-accounting-firm/)
- [employee parties](https://www.wpdcpa.com/tag/employee-parties/)
- [business meal deductions](https://www.wpdcpa.com/tag/business-meal-deductions/)
- [employee event deductions](https://www.wpdcpa.com/tag/employee-event-deductions/)
- [health and wellness](https://www.wpdcpa.com/tag/health-and-wellness/)
- [legitimate medical expenses](https://www.wpdcpa.com/tag/legitimate-medical-expenses/)
- [Transaction Privilege Tax](https://www.wpdcpa.com/tag/transaction-privilege-tax/)
- [depreciation](https://www.wpdcpa.com/tag/depreciation/)
- [business assets](https://www.wpdcpa.com/tag/business-assets/)
- [2025 standard mileage](https://www.wpdcpa.com/tag/2025-standard-mileage/)
- [BOI](https://www.wpdcpa.com/tag/boi/)
- [FinCEN](https://www.wpdcpa.com/tag/fincen/)
- [Business reporting](https://www.wpdcpa.com/tag/business-reporting/)
- [BOI reporting](https://www.wpdcpa.com/tag/boi-reporting/)
- [2024 Quarterly Tax](https://www.wpdcpa.com/tag/2024-quarterly-tax/)
- [2024 Estimated Tax Payments](https://www.wpdcpa.com/tag/2024-estimated-tax-payments/)
- [2025 tax deadline](https://www.wpdcpa.com/tag/2025-tax-deadline/)
- [Arizona 2024 taxes](https://www.wpdcpa.com/tag/arizona-2024-taxes/)
- [1099-K](https://www.wpdcpa.com/tag/1099-k/)
- [Homeowners insurance](https://www.wpdcpa.com/tag/homeowners-insurance/)
- [rising homeowners insurance](https://www.wpdcpa.com/tag/rising-homeowners-insurance/)
- [capital gains tax](https://www.wpdcpa.com/tag/capital-gains-tax/)
- [long term capital gains](https://www.wpdcpa.com/tag/long-term-capital-gains/)
- [GCU accounting](https://www.wpdcpa.com/tag/gcu-accounting/)
- [Nonprofit entities](https://www.wpdcpa.com/tag/nonprofit-entities/)
- [Tax exemption determination](https://www.wpdcpa.com/tag/tax-exemption-determination/)
- [2025](https://www.wpdcpa.com/tag/2025/)
- [2024 tax season](https://www.wpdcpa.com/tag/2024-tax-season/)
- [IRS reminders](https://www.wpdcpa.com/tag/irs-reminders/)
- [2025 Spring UofA](https://www.wpdcpa.com/tag/2025-spring-uofa/)
- [Treasury Department](https://www.wpdcpa.com/tag/treasury-department/)
- [U.S. Department of the Treasury](https://www.wpdcpa.com/tag/u-s-department-of-the-treasury/)
- [NAU](https://www.wpdcpa.com/tag/nau/)
- [Northern Arizona University](https://www.wpdcpa.com/tag/northern-arizona-university/)
- [NAU recruiting](https://www.wpdcpa.com/tag/nau-recruiting/)
- [S corporation](https://www.wpdcpa.com/tag/s-corporation/)
- [cpa promotions](https://www.wpdcpa.com/tag/cpa-promotions/)
- [arizona cpa promotion](https://www.wpdcpa.com/tag/arizona-cpa-promotion/)
- [tax filing status](https://www.wpdcpa.com/tag/tax-filing-status/)
- [name change tax returns](https://www.wpdcpa.com/tag/name-change-tax-returns/)
- [2025 estimated tax payments](https://www.wpdcpa.com/tag/2025-estimated-tax-payments/)
- [quarterly tax payments](https://www.wpdcpa.com/tag/quarterly-tax-payments/)
- [estimated tax payments](https://www.wpdcpa.com/tag/estimated-tax-payments/)
- [2025 business tax planning](https://www.wpdcpa.com/tag/2025-business-tax-planning/)
- [2025 tax planning](https://www.wpdcpa.com/tag/2025-tax-planning/)
- [2025 tax compliance](https://www.wpdcpa.com/tag/2025-tax-compliance/)
- [2025 Forbes](https://www.wpdcpa.com/tag/2025-forbes/)
- [Forbes Top CPAs](https://www.wpdcpa.com/tag/forbes-top-cpas/)