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.
Unlocking Your Business Potential with Financial Dashboards
Running a business comes with constant financial decisions, having the right tools to understand where your money is going can make all the difference. Financial dashboards are a game-changer, giving business owners real-time insights into their company’s financial health. With…
Future-Proof Your Business with Rolling Forecasts
If you’ve ever put together an annual budget only to realize a few months later that it’s already outdated, you’re not alone. Business conditions change fast—unexpected expenses pop up, revenue doesn’t always hit projections, and market shifts can throw your…
Walter Shuffain Promotes Debbie Burgess to Tax Manager
Walter Shuffain is pleased to announce the promotion of Debbie Burgess to Tax Manager, effective January 1, 2025. In her new role, Debbie will continue to provide tax and consulting expertise to clients in various industries while taking on expanded…
Accounting Strategies for Sell-Side Transactions
As a company begins to explore and market a sale or a new investor round, it may encounter numerous opportunities to enhance the efficiency and success of the process. Presenting a clear and accurate financial picture to interested parties is…
Walter Shuffain Promotes Todd Ellis to Partner
Walter Shuffain is pleased to announce the promotion of Todd Ellis to Partner, effective January 1, 2025. Todd is the Partner in charge of Walter Shuffain’s Client Accounting Services (CAS) Practice. A proven financial leader, Todd and his team provide…
Walter Shuffain Welcomes Chris Wolf as Chief Growth Officer
Walter Shuffain is pleased to announce the addition of Chris Wolf as Chief Growth Officer (CGO). As CGO, Chris will be a key part of Walter Shuffain’s executive leadership team, responsible for developing, leading, and executing the strategic growth agenda.…
The 65-Day Rule: A Strategic Tax Planning Tool for Trusts
In trust taxation, the timing of distributions can significantly influence tax outcomes, particularly for complex trusts. The “65-day rule” is a key provision that allows trustees to optimize tax planning. This rule enables trustees of complex trusts to treat distributions…
Section 83(b) Made Easy: What the New IRS Form Means for You
Written by: Eric Gashin, CPA, MBA If you’ve ever received stock or other property as part of your compensation, you might have heard of the Section 83(b) election. This election allows you to include income and pay the tax in…
Unlocking Profit Potential: Understanding and Optimizing the Cost of Goods Sold
Every business strives to grow its profits, but achieving this requires a clear understanding of the numbers behind operations. One of the most important figures in this process is the Cost of Goods Sold (COGS). This financial measure captures the…
What the IRS Inflation Adjustments for 2025 Mean for You
Every year, the IRS adjusts tax rules to account for inflation. These changes are meant to ensure fairness and prevent people from paying more taxes solely because of rising costs. For 2025, the IRS has updated tax brackets, deductions, credits,…
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