Walter Shuffain

What Business Owners Need to Know About Charitable Giving Tax Changes in 2026

Written by: David Bryant, CPA Key Takeaways New charitable giving rules in 2026 affect both itemizers and non-itemizers, making documentation and planning more important than ever. Higher income taxpayers may face reduced deduction benefits due to new AGI floors and…

How Strategic Real Estate Owners Forecast After Tax Cash Flow on Upcoming Projects

Written By: Michael Cooper, CPA Key Takeaways After-tax cash flow provides a more accurate view of investment performance than pre-tax projections Tax strategy, financing structure, and depreciation interact to influence outcomes Effective forecasting supports more informed decisions around structuring, timing,…

How Sophisticated Real Estate Owners Should Evaluate Selling, Refinancing, or Recapitalizing a Property

Written By: Jon Nelson, CPA, MST Key Takeaways Strategic real estate decisions should be evaluated through tax impact, capital priorities, and overall portfolio alignment. Selling, refinancing, and recapitalizing each serve distinct roles depending on timing, liquidity needs, and risk tolerance.…

Cost Segregation Strategy: Balancing Immediate Tax Savings with Long-Term Impact

Key Takeaways Accelerated depreciation can improve short-term cash flow, but it often increases future tax exposure through recapture. The One Big Beautiful Bill Act restored 100% bonus depreciation, creating powerful but complex planning opportunities. Smart planning aligns tax strategy with…

Understanding R&D Tax Credits and Section 174 in 2026

Key Takeaways The R&D tax credit remains a valuable incentive for companies investing in innovation, but stronger documentation and project tracking are now essential. Section 174 capitalization rules require research expenses to be amortized, increasing the importance of strategic tax…

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

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

Written by: Courtney Fraser, CPA, MBA 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…

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…

Author: wsadvisors