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.
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…
How the One Big Beautiful Bill Impacts Business Owners: A Strategic Overview
The One Big Beautiful Bill Act (OBBB), signed July 4, 2025, brings sweeping federal tax updates that will reshape your year-end planning. We’ve identified the provisions: bonus depreciation, Sec. 179 expensing, QBI deductions, new above-the-line breaks, and international rules that…
The One Big Beautiful Bill Becomes Law: A Detailed Tax Breakdown for 2025 and Beyond
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBB) into law, enacting one of the most comprehensive tax packages since the Tax Cuts and Jobs Act of 2017. The legislation introduces permanent structural reforms to…
Why Real Estate Developers Should Outsource Their Accounting
Written by: Todd Ellis, CPA, MST, CGMA Summary of Key Takeaways: Outsourcing your accounting function will improve your financial visibility and efficiency process efficiency. An outsourced accounting team will reduce overhead, strengthen controls, and is very scalable. A real estate-focused…
New Reporting Requirements for Distributions of Securities from Investment Partnerships
Written by: Jon Nelson, CPA, MST The IRS has recently released Form 7217, “Partner’s Report of Property Distributed by a Partnership,” as well as the accompanying instructions, reflecting a new reporting requirement for partners in investment partnerships, among others, for…
Distressed Real Estate Debt Restructuring: What Investors Need to Know
Written by: David J. Cooper, CPA and Mark Ravera, CPA Property owners and developers are facing growing financial pressure. Interest rates have more than doubled in recent years, operating costs continue to climb, and tenant demand remains inconsistent, especially for…
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