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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.
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…
Looking Ahead: Accounting Standards on the Horizon in 2026 for Nonpublic Entities
Written By: Danielle MacKenzie, CPA, MSA Key Points Several additional Accounting Standards Updates will affect nonpublic entities in 2026 and beyond Upcoming changes include updates related to credit losses, internal use software, and tax disclosures Early planning and evaluation can…
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…
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…
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