Walter Shuffain

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!

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! 🍁

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! ⛳🏆

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/

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! 💫

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.

Trump Accounts: What Families Should Know Before Contributing - Walter Shuffain

🥳We’re excited to share that Walter Shuffain has been ranked among the 2026 IPA Top 200 firms by INSIDE Public Accounting (IPA).

Reaching these milestones is a testament to the confidence our clients place in us, the hard work of our team, and the growth we’re achieving together.🎉

Mid-Year Bump in IRS Mileage Rates 🚗
The IRS has adjusted its standard mileage rates mid-year, effective July 1, 2026, in response to rising gas prices. Here's the breakdown:

📊 Rate Changes
Business: 72.5¢ → 76¢/mile
Medical/Moving: 20.5¢ → 23.5¢/mile
Charitable: 14¢/mile (unchanged — set by statute)

Since this change falls mid-year, it's important to split your mileage logs based on whether trips happened before or after July 1. Using the wrong rate for the wrong period could mean under- or overstating your deduction.

Not sure how this affects your return? Our team is here to help you sort it out.

Closing out our intern spotlight series is Andrew Madden, an Accounting student at the University of New Hampshire.

Andrew first connected with Walter Shuffain at a UNH career fair, where a staff member made the firm feel like a real community rather than just another accounting firm. That impression has held true throughout the summer, from team meetings and outings to community service events. 🌟

This summer, Andrew has become more comfortable using the firm’s software, including Engagement and Tax, while also growing his Excel skills. He was especially surprised by how much tax work he’s been involved in — including 1065s, K-1s, and 1041s — and by how much he’s enjoyed it.

Best advice he’s received: Take the time to get to know the people you work with.

Go-to coffee order: Dunkin’ medium iced black coffee 🧊☕