Skip to the content



Gain insights from our publications and learn about our firm's sponsored events.

How to get a tax break by offering family and medical leave to your employees.

Find out how long you need to keep tax records and financial documents.

By getting a business valuation, you know where your company stands if you want to sell it or otherwise transfer it.

Starting with FY 2019, nonprofits who issue financial statements in accordance with U.S. GAAP will be required to apply a new nonprofit accounting standard.

Employees might benefit from using employer-offer Roth 401(k) plans but might need encouragement to use them.

How to be smart about combining business and pleasure travel to increase tax deductions.

Making employees independent contracts can yield savings but don't do it just to lower your tax burden.

Federally funded nonprofits now have new procurements standards they need to follow.

At year-end, your audited financial statement might not match your internal statements. Here's why.

If your nonprofit engages in certain activities, it will lose its tax-exempt status with the IRS. Do you know what those activities are?

A gift with strings attached is nice but not as nice as a gift you can use however you like.

Make sure you get the most out of your nonprofit's special events while still keeping them fun.

Have a plan in place for when a data breach happens so you don't have to make decisions in a panic.

Taxes are one factor you might not consider when dealing with mergers and acquisitions, but you should.

Financial statements tell people such, as investors and lenders, the story of your business.

Many employers use nonqualified deferred compensation plans to attract and retain executive talent. The rules, however, are complex.

Whittlesey nonprofit expert, Katrina Olson highlights the importance of Form 990 and offers helpful tips on filling it out. 

Don't let that key person move on from your company without a plan to transfer that person's knowledge.

Don't just set goals for your business -- make a plan to achieve them, too. 

The Financial Accounting Standards Board proposed delays to two new accounting rules.

Changes are coming to the nonprofit parking and transportation fringe benefit tax.

Finding and converting prospects into a reliable income stream can win new clients and help increase your profitability. 

In the latest Whittlesey Minute, assurance expert, Kate Donovan, discusses four ways to prepare for your benefit plan audit. 

You have to do better than "Password!123245" for your password. Here's how.

There are simple and easy to implement steps to improve your nonprofit's accounting.

Learn how the new not-for-profit reporting model will impact financial statement presentation and disclosures.

If your nonprofit is going through financial instability, there are ways through to the other side.

In a recent article published by Hartford Business Journal, Brenden Healy, a tax partner at Whittlesey, discusses how to take advantage of the new 20% biz income deduction.

In the beginning of the year, there's still time to take steps to improve your tax planning for the prior year.

If you haven't had a cybersecurity recently, here are the reasons why you need one. 

A well-designed business plan for your small business is a road map to success.

Plan now how you'll react to a cyber attack instead of having to make choices in the moment.

Over the next several years, community banks have to deal with a number of new accounting rules.

Abilia MIP Fund Accounting provides a lot of benefits to the CT Society of CPAs. It can help your nonprofit, too.

Your business could be losing out on hundreds of thousands of dollars every year if you don't know about all the tax breaks you can take.

Whittlesey discusses why small and medium-sized companies need to consider succession planning for their business.

Whittlesey tax partners highlight the significant changes made to both individual income and business taxes in the passing of the “Tax Cuts and Jobs Act” tax reform bill.

Whittlesey tax partner, Brenden Healy, provides expert counsel, guidance and valuable tips for avoiding tax schemes during tax season.

The 2017 Tax Cuts and Jobs Act had a number of impacts on banks.

Read the regulations for the Massachusetts Paid Family Leave. 

There is much more to getting ready for an audit than just closing the books and reconciling accounts. Here’s a list of tips to help you have a successful audit experience.

Chris Wisneski, Manager of IT Security & Assurance Services, at Whittlesey discusses why you should be using two-factor authentication.