Walter Shuffain

Walter Shuffain Walter Shuffain is known for its commitment to helping private businesses and the affluent reach their ideals in the Boston and New England area.

Our firm provides comprehensive consulting, advisory, tax, client accounting, and audit services.

We recently gathered in Newport, Rhode Island, for our partner retreat, facilitated by Gary Thomson of Thomson Consultin...
07/16/2026

We recently gathered in Newport, Rhode Island, for our partner retreat, facilitated by Gary Thomson of Thomson Consulting

It was a valuable time to connect, collaborate, and step back together as a team. We returned energized and even more aligned in how we support our clients.

Massachusetts enacted an elective pass-through entity tax for tax years beginning January 1, 2026. ๐—ž๐—ฒ๐˜† ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฃ๐—ผ๐—ถ๐—ป๐˜๐˜€ โฌ‡...
07/13/2026

Massachusetts enacted an elective pass-through entity tax for tax years beginning January 1, 2026. ๐—ž๐—ฒ๐˜† ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฃ๐—ผ๐—ถ๐—ป๐˜๐˜€ โฌ‡๏ธ

For entities expecting significant Massachusetts income or major transactions in 2026, the election could affect filing positions and broader planning decisions.

โœ… Eligible entities may elect to pay a 9% excise on qualified taxable income.
โœ… Qualified members may claim a refundable credit limited to 90% of the tax paid.
โœ… The election is irrevocable for the year and applies to all members.
โœ… The election does not apply if the federal SALT limitation has expired.

This is a development worth reviewing. Read more on our blog: https://wsadvisors.com/massachusetts-2026-pte-change-what-pass-through-owners-should-know/

Walter Shuffain was honored to join more than 100 women at Sandy Burr Country Club for the 25th Annual Women's Golf Outi...
07/10/2026

Walter Shuffain was honored to join more than 100 women at Sandy Burr Country Club for the 25th Annual Women's Golf Outing & Clinic. โ›ณ

Thanks to the generosity of participants, the event raised over $16,000 for the MassCPAs Educational Foundation to support scholarships for women pursuing accounting careers.

Employer-provided meals just became more expensive than many businesses expected.Our latest article explains what change...
07/09/2026

Employer-provided meals just became more expensive than many businesses expected.

Our latest article explains what changed under the new meals and entertainment rules and what it means for your bottom line, including:

โ€ข Which employer-provided meals are now fully nondeductible
โ€ข What deductions still apply and where exceptions exist
โ€ข How better tracking and thoughtful pricing adjustments can protect profitability

When deductions change, your after-tax costs change with them. The key is understanding the impact before it quietly erodes margins.

Read the full article to see how these updates could affect your business: https://cstu.io/0c4467

Balance sheet ratios provide a practical way to understand what is happening inside your business. Liquidity, leverage, ...
07/07/2026

Balance sheet ratios provide a practical way to understand what is happening inside your business. Liquidity, leverage, and efficiency often shift long before challenges appear in cash flow or profitability. A few simple ratios can highlight those changes early. Areas business owners should monitor include:

โžก๏ธ Liquidity ratios that indicate whether cash pressure is building
โžก๏ธ Debt to equity trends that reflect how sustainable growth really is
โžก๏ธ Return on assets to assess how effectively resources are being used

Reviewed consistently, these ratios turn financial statements into useful insights that support better decisions around spending, hiring, and long-term planning. Learn which balance sheet ratios matter most and how to interpret them with confidence: ๐Ÿ”— https://cstu.io/bd7e13

Happy Fourth of July from all of us at Walter Shuffain!As we celebrate our nation's independence, we wish our clients, c...
07/04/2026

Happy Fourth of July from all of us at Walter Shuffain!

As we celebrate our nation's independence, we wish our clients, colleagues, and community a safe and enjoyable holiday filled with family, friends, and lasting memories.

Last week, we paused for a firm-wide Summer Renewal day to align on goals, celebrate recent successes, and refresh our s...
07/02/2026

Last week, we paused for a firm-wide Summer Renewal day to align on goals, celebrate recent successes, and refresh our shared vision.

We added some adventure to the day with a scavenger hunt across Boston! Grateful for a team that shows up for each other and for the future we continue building together.

This month, the Walter Shuffain Advisors team volunteered at Cradles to Crayons Massachusetts, helping assemble essentia...
06/30/2026

This month, the Walter Shuffain Advisors team volunteered at Cradles to Crayons Massachusetts, helping assemble essential items for children and families in our community.

Spending time together in service was a meaningful reminder that giving back is part of who we are. Opportunities like this not only support our neighbors but also bring our team closer together and strengthen the sense of purpose we share.

A real estate investment can look profitable based on pre-tax projections, but that is not always the full picture. ๐Ÿ“ŠFin...
06/25/2026

A real estate investment can look profitable based on pre-tax projections, but that is not always the full picture. ๐Ÿ“Š

Financing decisions, depreciation strategies, and tax implications can all significantly impact the cash flow you actually keep. Without accounting for how these factors work together, it can be difficult to accurately evaluate an opportunity or compare investment options.

Strategic real estate owners look beyond projected returns and focus on after-tax cash flow to gain a clearer understanding of performance, liquidity, and long-term value.

Learn how forecasting after-tax cash flow can support smarter investment decisions ๐Ÿ”— https://cstu.io/755357

The IMN Real Estate Private Funds Summer Conference is underway in Newport, Rhode Island, and our team is on site.If you...
06/24/2026

The IMN Real Estate Private Funds Summer Conference is underway in Newport, Rhode Island, and our team is on site.

If you're attending, be sure to connect with Eric Gashin, Jon Nelson, and Jon Yorks. They're looking forward to discussing the latest developments in real estate private funds, industry trends, and opportunities shaping the market.

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One International Place, Suite 1010
Boston, MA
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