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Walter & Shuffain Acquires Russell Brier & Co

1 minute read

The shareholders at Walter & Shuffain, P.C. are excited to share that we have merged in Russell Brier & Co. LLP effective Sept. 1, 2020. The merger makes Walter & Shuffain a Top 20 firm in Massachusetts with the Russell Brier team taking on the Walter & Shuffain name. The combination of the two firms offers the Boston metro area greater access to robust knowledge, expertise and skills and more value through the firms’ complementary strengths, resources and experience.

For our clients, nothing changes except your increased access to an even deeper bench of talent than before, increasing our capacity to cover all your business and individual needs.

The Russell Brier team brings to the table a storied reputation for comprehensive tax, estate, trust, and fiduciary planning knowledge that Walter & Shuffain clients will find invaluable. As the teams join together, your Walter & Shuffain leaders will introduce this expertise when appropriate to achieve your goals.

The Russell Brier team has joined us at our offices, though we continue to work remotely to slow the spread of COVID-19.

We are excited at the opportunities we are able to provide through this connection.  We’re looking forward to what’s to come.

Sincerely,

WALTER & SHUFFAIN, P.C.

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Walter Shuffain is the brand name under which Walter Shuffain Advisors Inc., Walter Shuffain Advisors LLC, and WS CPAs PC provide professional services. Walter Shuffain Advisors Inc., Walter Shuffain Advisors LLC, and WS CPAs PC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WS CPAs PC is a licensed independent CPA firm that provides attest services to its clients. Walter Shuffain Advisors Inc. and Walter Shuffain Advisors LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and governed and are not liable for the services provided by any other entity providing the services under the Walter Shuffain brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by WS CPAs PC and Walter Shuffain Advisors Inc.
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