Walter Shuffain

WS - Mastering Cash Flow Cycles How to Predict and Smooth Revenue

Mastering Cash Flow Cycles: How to Predict and Smooth Revenue Fluctuations

Key Takeaways Use cash flow analysis and forecasting together to identify pressure points early. Maintain both short-term and long-term forecasts to support payroll and operating decisions. Strengthen predictability by updating assumptions and reviewing actual results regularly. Cash flow problems rarely…

How Plan Sponsors Can Address Roth Catch-up Regulations

Written By: Jon Hitter, CPA, MST, CGMA Highlights From the Roth Catch-up Contribution Regulations Key Dates 9/16/2025 IRS released the final regulations on Roth catch-up contributions under SECURE 2.0. Note: SIMPLE IRA plans are not subject to the…

New IRS Digital Asset Reporting: What the First Year of Implementation Means for Businesses

Key Takeaways New IRS rules affect more businesses than many owners expect, even those that do not accept crypto Digital asset exposure often comes from systems and platforms, not customer payments Working with a CPA can help business owners understand…

Strengthening Internal Controls for Small Businesses

Key Takeaways Internal controls help prevent errors, deter fraud, and improve the reliability of your financial reporting. Focus first on cash, inventory, receivables, and disbursements because those areas carry the highest day-to-day risk. Testing controls helps you confirm they’re working,…

Walter Shuffain Hires David O’Neil as Chief Growth Officer

BOSTON, MASSACHUSETTS – January 19, 2026 Walter Shuffain announced today that David O’Neil has joined the firm as Chief Growth Officer. In this role, David serves on the firm’s executive leadership team and is responsible for shaping and executing Walter Shuffain’s…

Meals and Entertainment Deductions: What Changed for Employer-Provided Meals in 2026

Key Takeaways Meals at employer-operated eating facilities and meals provided for the convenience of the employer are now nondeductible. This change increases the after-tax cost of employee meal programs, which can affect overhead and pricing assumptions. Better tracking and a…

The Importance of Cash Flow Forecasting for Real Estate Owners

Written By: Mark Ravera, CPA Key Takeaways Cash flow forecasting helps real estate owners anticipate funding needs before capital becomes constrained or expensive. Accurate forecasts incorporate tax timing, not just transaction proceeds. A simple, consistently updated forecast supports stronger investment…

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…

Author: wsadvisors