Blog
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.
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)…
Developing a Long-Term Financial Vision in Times of Uncertainty
Written by: Todd Ellis, CPA, MST, CGMA Key Points You can’t eliminate economic uncertainty, but you can prepare by setting clear goals and building flexible financial plans. Strong cash flow, diversified revenue, and adaptable operations create resilience. Policy changes like…
Treasury to Stop Issuing Paper Checks on September 30, 2025
Written by: David Bryant, CPA The White House on March 25, 2025, issued Executive Order 14247, “Modernizing Payments To and From America’s Bank Account.” The executive order states that effective September 30, 2025, to the extent permitted by law, the…
Tax-Smart Retirement Planning for Business Owners
Key points Business owners have retirement plan options beyond standard IRAs. Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and cash balance plans can unlock powerful tax savings. The One Big Beautiful Bill (OBBB) introduces new deductions and planning opportunities. What Makes…
Walter Shuffain Named One of IPA’s 2025 Best of the Best CPA Firms
Walter Shuffain has been named one of Inside Public Accounting’s (IPA) 2025 Best of the Best Firms. This prestigious recognition honors firms that demonstrate exceptional performance in areas such as management, growth, strategic focus, and operational excellence. Each year, IPA…
Planning Ahead with Qualified Small Business Stock
Written by: David Cooper Why this matters: Qualified Small Business Stock (QSBS) offers one of the most powerful tax benefits available to business owners and investors: the potential to exclude millions of dollars in capital gains from tax. But taking advantage…
Are Paper Checks Becoming Obsolete?
Written by: Todd Ellis, CPA Over the last several decades, I have seen the introduction of many technologies in the businesses I have served: the PC, the internet, easy-to-use accounting software, and electronic payment methods. These technologies have made business…
Operating Budget vs. Capital Budget: What’s the Difference and Why It Matters
Written by: Todd Ellis, CPA, MST, CGMA Key Points: Operating budgets manage short-term expenses like payroll and rent, guiding day-to-day business decisions and supporting cash flow. Capital budgets focus on long-term investments like equipment or software, which impact the balance sheet…
Now is the time to revisit the R&D Tax Credit
Written by: Leah Belanger, CPA, MSA Key Insight New legislation allows businesses to fully expense domestic R&D costs again, starting in 2025, reversing a major hurdle from the 2017 tax law. Now’s the time to revisit your R&D strategy. Research…
Walter Shuffain Recognized as One of IPA’s Fastest Growing Firms and a Top 200 Leader
Walter Shuffain has achieved recognition as an IPA Top 200 Firm and a Fastest-Growing Firm by Inside Public Accounting (IPA). This marks the fifth consecutive year that the firm has secured a place on this prestigious list, ascending eighteen positions…
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