Search Results | Whittlesey

Second Quarter Report, 2025 | Peer Data for New England Credit Unions

Whittlesey has released our financial data compilation for New England credit unions for the second quarter of 2025.

Location: /learning/resources/second-quarter-report-2025-peer-data-for-new-england-credit-unions/

Second Quarter Report, 2025 | Peer Data for New England Banks

Whittlesey has released our financial data compilation for New England banks for the second quarter of 2025.

Location: /learning/resources/second-quarter-report-2025-peer-data-for-new-england-banks/

First Quarter Report, 2025 | Peer Data for New England Credit Unions

Whittlesey has released our financial data compilation for New England credit unions for the first quarter of 2025.

Location: /learning/resources/first-quarter-report-2025-peer-data-for-new-england-credit-unions/

First Quarter, 2025 | Peer Data for New England Banks

Whittlesey has released our financial data compilation for New England banks for the first quarter of 2025.

Location: /learning/resources/first-quarter-2025-peer-data-for-new-england-banks/

Q2 2025 Real Estate Tax & Market Insights

Stay ahead in Q2 2025 with expert tax and market insights tailored for commercial and affordable housing real estate. Explore tax law updates, planning opportunities, and compliance trends to optimize your strategy and mitigate risk.

Location: /learning/resources/q2-2025-real-estate-tax-market-insights/

How Construction Business Owners Can Simplify Succession Planning

Construction business owners: Is your company ready for the future? Learn how to create a strong succession plan to ensure a smooth leadership transition and long-term success.

Location: /learning/insights/how-construction-business-owners-can-simplify-succession-planning/

Whittlesey Partner Stacy Farber Recognized Among Forbes’ America’s Top 200 CPAs for 2025

Whittlesey is proud to announce that Partner Stacy Farber, CPA, has been named to Forbes’ “America’s Top 200 CPAs” list for 2025.

Location: /news-events/whittlesey-partner-stacy-farber-recognized-among-forbes-america-s-top-200-cpas-for-2025/

Whittlesey Wins ClearlyRated’s 2025 Best of Accounting Award for Service Excellence

Whittlesey, one of New England’s leading accounting firms, has earned ClearlyRated’s 2025 Best of Accounting® Award for service excellence.

Location: /news-events/whittlesey-wins-clearlyrated-s-2025-best-of-accounting-award-for-service-excellence/

Is An HDHP Plus An HSA A Financially Smart Health Care Option For You?

Health Savings Accounts offer several valuable tax benefits. But you can contribute to one only if you have a high-deductible health plan.

Location: /learning/insights/is-an-hdhp-plus-an-hsa-a-financially-smart-health-care-option-for-you/

Businesses That Sponsor A 401(k) Must Stay On Top Of It

Does your business offer a 401(k) plan to help employees save for retirement? If so, now may be the right time to step back and evaluate all your critical responsibilities as plan sponsor.

Location: /learning/insights/businesses-that-sponsor-a-401-k-must-stay-on-top-of-it/

Manufacturers: Have You Implemented the Right Strategies to Attract and Retain Skilled Employees?

Consider implementing these strategies to better attract and retain skilled manufacturing employees.

Location: /learning/insights/manufacturers-have-you-implemented-the-right-strategies-to-attract-and-retain-skilled-employees/

Major Tax Law Changes Manufacturers Need to Know About

Get up to speed on the tax-related breaks and incentives of the One, Big, Beautiful Bill Act that can most benefit your manufacturing company.

Location: /learning/insights/major-tax-law-changes-manufacturers-need-to-know-about/

7 Ways to Protect Your Manufacturing Company From Ransomware Attacks

Has your manufacturing company taken proactive steps to guard against a ransomware attack?

Location: /learning/insights/7-ways-to-protect-your-manufacturing-company-from-ransomware-attacks/

Family Business Focus: Addressing Estate and Succession Planning

Family business owners: Prudently planning the future of your company may call for weaving together estate planning and succession planning. Let’s talk strategy.

Location: /learning/insights/family-business-focus-addressing-estate-and-succession-planning/

Third Quarter Report, 2025 | Peer Data for New England Banks

Whittlesey has released our financial data compilation for New England banks for the third quarter of 2025.

Location: /learning/resources/third-quarter-report-2025-peer-data-for-new-england-banks/

How to Keep Cost-Cutting From Increasing Fraud Risk

When nonprofits cut expenses, fraud-prevention measures shouldn’t be on the chopping block. Protect your organization from devastating losses with essential cybersecurity and outsourced accounting support.

Location: /learning/insights/how-to-keep-cost-cutting-from-increasing-fraud-risk/

Scrutinize That Grant Before You Accept It

Before your nonprofit accepts a new grant, evaluate any administrative duties, reporting requirements, and expenses that could outweigh the benefits. Protect your organization from unexpected burdens.

Location: /learning/insights/scrutinize-that-grant-before-you-accept-it/

Building a Better Nonprofit Budget

This year’s budget season may be challenging for many nonprofits. If you’re going to try to do more with less in 2026, make sure your budget process focuses on staff collaboration and accuracy.

Location: /learning/insights/building-a-better-nonprofit-budget/

Pinched Nonprofits May Want to Free Up Board-Designated Assets

Board-designated assets generally are intended for special purposes or projects. But if you’re in a financial crunch, you can remove their designation and free up the funds. Here’s what you need to know.

Location: /learning/insights/pinched-nonprofits-may-want-to-free-up-board-designated-assets/

Minimize Your Business’s 2025 Federal Taxes with Smart Year-End Planning

As we approach the end of 2025, now is an ideal time to make last-minute tax decisions that can reduce your federal tax liability.

Location: /learning/insights/minimize-your-business-s-2025-federal-taxes-with-smart-year-end-planning/