Walter Shuffain

10/27/2026

Your controller gives notice on a Friday. By Monday, nobody else knows how the month-end close actually works.

Most growing companies treat accounting as a hiring problem. Find one strong controller or senior accountant, and it’s handled. In practice, that one person ends up either stretched thin on day-to-day transactions or out of their depth on reporting. When they leave, the knowledge walks out with them.

Todd Ellis, who leads our Finance & Accounting Solutions practice, names the four roles a complete accounting function needs, and how to cover all four without making four hires.

https://cstu.io/49809a/

10/06/2026

Many S corporation owners pick a salary by gut feel, or by a percentage they heard somewhere. But the IRS doesn't publish a standard ratio, and setting it too low can cost more than it saves.

So what does "reasonable compensation" actually mean for you? Jon Hitter, Partner and A&A Practice Leader, breaks it down in his latest article.

If you own an S corporation and pay yourself from it, this is worth a few minutes of your time before your next planning conversation. Read the full article: https://wsadvisors.com/how-to-determine-a-reasonable-salary-from-your-s-corporation/

10/02/2026

📣 Walter Shuffain Expands Regional Footprint and Advisory Capabilities

Please join us in welcoming Stolberg & Blanchette to Walter Shuffain. Together, we now serve clients from Boston, Westwood, and Worcester, with added business valuation and transaction advisory expertise.

Press Release: https://wsadvisors.com/walter-shuffain-expands-regional-footprint-and-advisory-capabilities-with-merger-of-stolberg-blanchette/

10/1/2026 BOSTON, MASSACHUSETTS –Walter Shuffain Advisors Inc. (Walter Shuffain), a Boston-based accounting and business advisory firm, announced today that

09/24/2026

On the green for a cause ⛳💜

The Walter Shuffain team recently played in the Doris Hatch Foundation charity golf tournament at Brookmeadow Country Club. Andy, Jared, Jack, and Anthony finished 8 under par, and Andy won closest to the pin!

The Doris Hatch Foundation raises awareness of pancreatic cancer and funds pancreatic cancer research. Walter Shuffain is proud to support the Foundation and its work!

09/10/2026

We’re hitting the road this fall, and we can’t wait to meet you! 🎉

We will be visiting campuses throughout the season, and we’re looking forward to connecting with students, hearing about your goals, and sharing what a career with our firm can look like.

If we’re headed to your campus, come say hello! 👋 Stop by, meet our team, ask questions, and learn more about the opportunities available at Walter Shuffain.

We’re excited to see you on campus this fall! 🍁

09/09/2026

We were proud to sponsor and participate in the RE&FA Charitable Golf & Tennis Tournament at the Dedham Country & Polo Club in Dedham, Massachusetts.

Congratulations to Mike Cooper and Bill Cooper on their win, and thank you to everyone who supported the event! ⛳🏆

09/08/2026

What happens when a real estate portfolio outgrows the entity structure it started with?

The answer can affect far more than taxes.

Eric Gashin explores how entity and partnership structures can influence liability protection, financing, ownership transitions, future transactions, and long-term tax efficiency.

💡For real estate investors, developers, and sponsors, the key is to think beyond what works today. As portfolios grow, new investors come in, or exit opportunities emerge, the right structure can provide valuable flexibility—and the wrong one can create unnecessary complications.

Eric breaks down what real estate businesses should consider when evaluating LLC and partnership structures, operating agreements, ownership changes, Section 1031 exchanges, and more. If you’re building for the long term, this is worth a read. https://cstu.io/286d6a/

09/03/2026

Proud to celebrate that Courtney Fraser has been selected for Ascend’s current class of the Rising Stars Leadership Program. 🌟

Courtney is representing Walter Shuffain and joins emerging leaders across the accounting profession to develop leadership skills and connect with peers.

At Walter Shuffain, Courtney helps clients implement new processes and systems that reduce pain points, with a focus on onboarding, workflow optimization, and operational improvement.

Join us in congratulating Courtney on this achievement! 💫

09/01/2026

📣Our redesigned website is live!

The new site reflects how the firm works with clients every day: high-caliber counsel, direct access to experienced professionals, forward-looking guidance, and sophisticated advice made simple.

Visit the site to learn about Walter Shuffain, understand how the firm can help, and start a conversation with a partner.

https://wsadvisors.com/

08/05/2026

A new tax-advantaged savings option for families is now available.

As of July 4, 2026, parents, grandparents, and employers may be able to contribute to Trump Accounts for eligible children. As with any new planning opportunity, it is important to understand how these accounts work, who can contribute, and how they may fit alongside your existing savings strategy.

We break down the key details in the carousel below. Review it for a high-level overview, then see the full article in the comments for more on contribution limits, employer participation, and areas where additional guidance is still expected.

If you have questions about whether a Trump Account makes sense for your family, our team is here to help you evaluate the opportunity in the context of your broader financial plan.