Walter Shuffain

We are thrilled to share that Walter Shuffain has been named one of the Boston Business Journal's 2024 Best Places to Work! This is an exclusive ranking of Massachusetts companies that have built an outstanding work environment for their people. Walter Shuffain owes our continued success to the support of our team, and we are honored to be recognized among the top firms in Massachusetts. #BBJBPTW #youridealcareer #WalterShuffain

Innovation is key to moving forward as a business, an industry, and even as a society. Getting rewarded for those innovations is even better. If you've developed a new innovative process or approach in your industry, you could be eligible for research and development tax credits. But determining your eligibility can be tricky. That's where Walter Shuffain can help. Find out how we can help you navigate the process. ???? https://cstu.io/8343ba #taxcredit #research #development #innovation

As a collector, you know the value of your collection, and as you age, you may be worried about preserving it—especially if this hobby doesn't bring your heirs the same joy as it brings you. However, there are steps you can take to ensure your passion becomes a legacy. Learn how to preserve your collection today. ?? https://cstu.io/ae6fe0 #estateplanning #collectors #collection #passion

Thinking about selling your company or attracting new investors? The key to a smooth and successful deal lies in your financials. Strong internal accounting can streamline due diligence, boost efficiency, and help you present a clear financial picture to potential buyers or investors. Check out our latest article on how sell-side accounting strategies can set you up for success—from deal planning to closing. ?? https://cstu.io/7c0ce5 #DueDiligence #Accounting #Investment #MergersAndAcquisitions

Have you ever received stock or other property as part of your compensation? If so, we have good news for you! The IRS has made filing a Section 83(b) election easier with a new, streamlined form. The Section 83(b) election allows individuals who receive this type of compensation to recognize the value of the property as taxable income when it is received as opposed to when the property vests. This means you can potentially avoid paying more in taxes if the equity increases in value. Learn more about this special election and new form at https://cstu.io/4956c6. If you're considering taking advantage of the Section 83(b) election, our team can help. #Section83b #stock #compensation #taxplanning

Maximize profits by optimizing your Cost of Goods Sold (COGS)! Understanding and managing your COGS is key to improving profitability. Small adjustments can lead to significant gains for your business, from pricing strategies to supply chain efficiencies. Learn how to break down, analyze, and optimize your COGS to unlock hidden profit potential in your operations. ?? https://cstu.io/0edb8c #Profitability #CostManagement #BusinessGrowth #COGS

We are excited to congratulate DEBORAH (POWELL) BURGESS on her recent promotion to Tax Manager! https://cstu.io/49bd79 As Tax Manager, Debbie will continue to provide our clients with tax planning and consulting guidance while taking on expanded leadership responsibilities within the firm to help develop staff and improve client experience. She has been with Walter Shuffain since 2011, and we are excited to recognize her expertise and dedication with this well-deserved promotion. Thank you, Debbie, for your commitment to client excellence and being integral to Walter Shuffain's growth! #youridealcareer #waltershuffain #promotions #leadership #growth

Are you sitting on a valuable tax-saving opportunity? If you’ve invested in a small business—especially a startup—and received original issue stock that you’ve held for at least five years, you may qualify for a valuable tax incentive: Section 1202. Under Section 1202 of the Internal Revenue Code, also known as the Qualified Small Business Stock (QSBS) Gain Exclusion, you could qualify to exclude some or even all of your capital gains from federal and state income tax. ?? https://cstu.io/8bc26d If you think you may have holdings that qualify for this exclusion or are uncertain whether a holding may qualify, give us a call. We are happy to discuss whether your holdings may qualify. #Section1202 #QSBS #TaxSavings #TaxIncentive

Join us in congratulating Todd Ellis on his recent promotion! ?? https://cstu.io/0c9dbc Todd has been promoted to Partner In Charge of Walter Shuffain's Client Accounting Services (CAS) Practice. Since joining our team in 2023, Todd has played a key role in building and expanding the firm's CAS practice, providing proactive accounting solutions for our clients. Congratulations, Todd! We are excited to see your continued contributions to supporting growth and client excellence at Walter Shuffain! #youridealcareer #waltershuffain #promotions #leadership #growth

We are excited to welcome Chris Wolf, Chief Growth Officer (CGO), to the Walter Shuffain team! https://cstu.io/0d43e5 Chris has an impressive background in driving growth and innovation, and we are thrilled he has joined us to assist us on our growth journey. In this role, Chris will be instrumental in ensuring our team has the guidance and support needed to maintain momentum and our commitment to client service excellence. With Chris on our team, we are better equipped to help our employees and our clients achieve their ideals. #youridealcareer #waltershuffain #growthgoals #innovation #guidance #support #massachusetts #boston