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.
ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions
Written by: Stephen Candelario, CPA and Jill Blumen, CPA In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against losses caused by financial malfeasance. Given the costs and vagaries of litigation, plan sponsors and…
The Strategic Role of Outsourced Controllership in 2025
Written by: Todd Ellis, CPA, MST, CGMA Bringing financial clarity and leadership to growing businesses—without the full-time hire. As a business owner, you must juggle operations, manage people, plan for growth, and closely monitor your financials. But in today’s environment,…
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
The key to success is to be thoroughly prepared. Succession will happen within families, but it is not always certain that it will be accomplished strategically. Succession planning calls for deliberate preparation, and it requires time— typically years or even…
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If you’ve ever put together an annual budget only to realize a few months later that it’s already outdated, you’re not alone.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…
Have a question about business valuation, tax planning or anything at all?
