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Doing the research – it’s in your nature.
Read our blog to stay in the know.
Read our blog to stay in the know.
Blog
Doing the research – it’s in your nature. Read our blog to stay in the know.
USPS Postmark Guidance Raises New Considerations for Tax Deadlines
The U.S. Postal Service issued final regulations effective December 24, 2025, clarifying how postmarks are applied and why the date shown may not reflect the day a document was mailed. While the concept of postmarking itself is not new, recent…
Balance Sheet Ratios Every Business Owner Should Monitor
Key Takeaways A few key balance sheet ratios can help owners quickly understand liquidity, leverage, and the overall financial footing of their business. Reviewing ratios on a consistent schedule highlights shifts in performance earlier than traditional reports. These tools support…
The Most Overlooked Red Flags Hiding in Your Balance Sheet
Written by: Todd Ellis, CPA, MST, CGMA Key Takeaways Consistent financial reviews help reveal risks before they disrupt performance. Tracking trends in cash flow, debt, and margins supports long-term stability. Transparent accounting builds trust and stronger financial decision-making. Looking Deeper: What…
Understanding the 2025 Accounting Standards for Crypto Assets and Joint Ventures
Written by: Danielle MacKenzie, CPA, MSA Key Points Two new accounting standards are fully effective this year: ASU 2023-08 on crypto assets and ASU 2023-05 on joint venture formations These standards change measurement and presentation requirements for 2025 financial statements …
Walter Shuffain Expands Regional Footprint with Merger of Richardson & Company
BOSTON, MASSACHUSETTS – Walter Shuffain Advisors Inc. (Walter Shuffain), a Boston-based accounting and business advisory firm, announced today that Richardson & Company, P.C., a regional public accounting firm located in Medway, Massachusetts, has joined Walter Shuffain. The merger strengthens…
Year-End 2025 Tax Playbook: High-Impact Moves for Business Owners and Wealthy Families
Key Points Year-end 2025 tax planning focuses on using new OBBB rules for bonus depreciation, 100% expensing of qualified production property, R&D expensing, SALT, and estate exemptions to optimize multi-year results. Business owners should model PTE elections, multistate nexus, and…
Estate Planning for 2025 and Beyond: What Massachusetts Families and Investors Need to Know
Written by: David Bryant, CPA & Michael Cooper, CPA Estate planning has always been about looking ahead, but the landscape has shifted again. With the federal One Big Beautiful Bill Act (OBBBA) signed into law in 2025 and Massachusetts updating…
Strengthening Business Resilience Through Diversified Revenue Streams
Written by: Todd Ellis, CPA, MST, CGMA Key Takeaways Diversifying income helps businesses stay stable during change and uncertainty. Data-driven insights reveal which revenue opportunities will deliver the most impact and consistency. A flexible, forward-looking mindset builds the foundation for…
Understanding the New IRS Regulations on SECURE 2.0 Catch-Up Contributions for 2026
Key Takeaways Beginning in 2026, employees aged 50 or older who participate in a 401(k), 403(b), or 457(b) plan and earned more than $145,000 from their employer in the previous year must make their catch-up contributions on a Roth (after-tax)…
Developing a Long-Term Financial Vision in Times of Uncertainty
Written by: Todd Ellis, CPA, MST, CGMA Key Points You can’t eliminate economic uncertainty, but you can prepare by setting clear goals and building flexible financial plans. Strong cash flow, diversified revenue, and adaptable operations create resilience. Policy changes like…
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