Walter Shuffain

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…

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)…

Author: wsadvisors (page 2)