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Reports, Whitepapers & Tools

Industry Topic Content
1|2|3|4|5|6|7| 1| 09.29.2014 - Record Retention Guide - Business and Organizations
Our record retention schedule for business and organizations provides length of time guidelines for storing and maintaining specific files, documents or information.
1|2|3|4|5|6|7|9| 3| 11.21.2017 - Employee Benefit Plans 2018 Maximum Dollar Limits
Employee Benefit Plans Selected Maximum Dollar Limits 2018
1|2|3|4|5|6|7|9| 3| 11.21.2017 - Retirement Plan Comparison 2018
2018 Retirement Plan Comparison Chart
2|1|6|8|9| 1|11|12| 11.12.2012 - Economic Disaster Response Information Guide
Within the last year, our region has experienced roof-collapsing snowfalls, tornados, earthquakes, hurricanes and nor'easters. Can plagues and locust infestations be far behind? These natural events can have a significant impact on your business and when they do, you may want to consider the following...
7|9| 11| 03.15.2018 - Tax Reform Checklist for Nonprofit and Educational Institutions
Download your copy of our tax reform checklist for Nonprofit and Educational Institutions.
9| 11| 03.15.2017 - International Corporate Tax Transactions and Transfer Pricing Questionnaire
This questionnaire is a helpful tool to identify potential international tax and transfer pricing issues and opportunities that may impact a corporation’s effective tax rate and help pursue a sound and reasonable tax plan consistent with business goals.
1| 11| 06.25.2014 - Get Your Sales & Use Tax IQ
Dealerships must comply with an excess of regulations. Compliance can at times seem daunting and the financial risk of noncompliance with some matters may be trivial. However, one of the biggest risks facing Connecticut auto dealers is a sales tax audit. There are numerous sales tax issues involved in operating an automobile dealership that are often not known or long since forgotten about. Recent audits by the Department of Revenue Service have resulted in significant tax assessments, interest and penalties for Connecticut Dealers. If faced with an audit, how would your dealership do? Don’t wait for a DRS audit, take our sales & use tax IQ test to find out!
1|2|5|6|9| 1|2| 07.20.2015 - Baker Tilly Succession Reset Report
A new study conducted by BlumShapiro and Baker Tilly International shows that there is a generational shift among family owned businesses that has never been seen before and is expected to last for the next decade. With baby boom-owned family business owners nearing retirement age, the time for family owned businesses to start planning for succession is now, though nearly 80% are not prepared for what happens when current management steps down. Learn more
1| 1|4|11|12| 12.08.2014 - BlumShapiro and Baker Tilly International Auto Dealer Survey
Through our membership of Baker Tilly International, the world’s 8th largest network of independent accounting and business advisory firms, we participated in a research study within the U.S. auto dealer industry.
4|8|9| 5|7|12| 01.26.2015 - City of the Future: A Call to Action
This eight-part series of thought leadership pieces focuses on the Cities of the Future. It is intended to explore some of the fundamental areas of change that must be addressed to position our municipalities for the challenges that lie ahead in the early 21st century. We invite you all to participate in the conversation. Together, we can effect change--if, in no other way, than at a grass-roots level by helping our communities, where we live, to evolve.
9| 10.27.2015 - A Look Into the CT Business Landscape and the Effects of an Aging Generation on our State
This study quantifies Baby Boomer business ownership in our state and begins to outline the effect retirement will have on business transfers and ownership. It also shares what owners need to consider to best position their businesses for sale in what we expect to be a very competitive market.
9|1|2|3|4|5|6|7| 1|3| 03.23.2016 - 5 Questions to Ask Your Employee Benefit Plan Auditor
If you have 100 or more participants in your employee benefit plan then you are required by law to have an annual audit of your plan. Part of a plan sponsors fiduciary responsibility is to select a quality auditor that complies with requirements set forth by ERISA and the DOL. Learn more >>
8|9| 15| 05.10.2016 - Cybersecurity Best Practices Checklist
This checklist will help you determine if your business may be at risk for a cybersecurity incident.
8|9| 05.12.2016 - Bring Your Own Device Best Practices Checklist
This Bring Your Own Device Best Practices Checklist highlights 7 steps to help businesses get a handle on how to safely approach BYOD with employees.
8| 07.20.2016 - Outcome Metrics: Measuring What Matters in the Nonprofit World White Paper
Outcome metrics are powerful, essential tools for demonstrating accountability and transparency. They can measure financial or non-financial criteria that reflect an organization’s, program’s, or initiative’s efficacy.
8| 01.20.2017 - Digital Transformation Questionnaire
Is your organization ready for the 4th Industrial Revolution? Find out where you stand with our Digital Transformation questionnaire.
8|9| 9|13| 08.04.2016 - Project Management Whitepaper: The Key to a Successful Software Implementation
Download our white paper to find out about the benefits of using a third party project manager when it comes to managing your next software implementation.
8|9|1|2|3|4|5|6|7| 8|12|15| 10.19.2016 - Cybersecurity Self Assessment Tool
This Cybersecurity Self Assessment tool will use your responses to rank your organization's level of risk and help determine your readiness in the event of a cyber threat.
8|9| 15| 08.16.2016 - Download: Employee Off-boarding Checklist
A lack of meticulousness during the off-boarding process can leave your organization susceptible to a cybersecurity data breach. Download this checklist to help with properly off-boarding an employee.
9| 11| 03.01.2017 - 2017 Guide to Taxpayer Identity Theft
Being a victim of identity theft can be a frightening and frustrating experience. This guide provides steps you can take, especially during tax season, to prevent having your identity stolen.
8| 15| 04.17.2017 - Cybersecurity Awareness Training Best Practices Checklist
Download our checklist and help your organization stay protected. Complete this checklist and see if your organization is providing an appropriate level of cybersecurity training for your employees.
8| 13| 05.08.2017 - Project Management Essentials Guide
Download our Essentials Guide and learn about project management best practices to implement on your next project.
9| 11| 05.08.2017 - 2017 Massachusetts Tax Incentives for Businesses
There are tax opportunities available for businesses that conduct operations in Massachusetts. Download this guide for an overview of the tax incentives for businesses in Massachusetts.
9| 11| 05.10.2017 - 2017 Connecticut Tax Incentives for Businesses
BlumShapiro is committed to helping your business with efficiency and maximizing benefits available to you. The attached 2017 Connecticut Tax Incentives for Businesses details State of Connecticut credits and other tax incentives available as of the date of publication. The information is summarized in a chart format, including clickable links that lead directly to the program website.
9| 05.12.2017 - 2017 Tax Incentives for Rhode Island Businesses Guide
Download this chart to view the current tax credits being offered by the State of Rhode Island to businesses.
8| 07.11.2017 - Whitepaper: 6 Best Practices of Top Controllers
Download our whitepaper for best practices of top controllers.
1|2|3|4|5|6|7|9|10|11|12|13|14| 08.10.2017 - Employee Benefit Plan Audit Checklist
Download our Employee Benefit Plan Audit Checklist for a list of items to maintain in your “audit file” in case the DOL comes knocking on your door.
9| 09.07.2017 - Succession Planning: A Guide for Various Stages
Download this guide to learn more about what you should be doing 10 years, 5 years and 1 year before transitioning your business.
9| 09.12.2017 - BlumShapiro Family Business Succession Planning
Succession in family business is changing dramatically due to such factors as globalization, the internet and digitalization in the 21st century – there is more uncertainty and complexity for businesses being passed along to a new family generation, or deciding if selling the business is a more sensible and viable option.
7|9| 11| 10.06.2017 - Top 10 U.S. Federal Tax Issues Facing Non-Profits eBook
Download this guide to learn more about the top 10 federal tax issues facing today’s non-profit sector and how your tax-exempt organization can stay compliant.
9| 12.04.2017 - Guide to Accounting Standards Update
Learn about the most recent changes and updates relating to Accounting Standard Updates. These updates are effective for the fiscal years beginning after December 15, 2016. Download our Accounting Standard Updates Guide and make sure your organization is prepared for these updates.
9| 11| 12.05.2017 - 10 Tips to Start Your Succession Plan
Succession planning is essential for the long-term success of any business. Barely more than 30% of family businesses survive the transition from the first to the second generation. And only half of those will exist for the third generation. This high rate of attrition should make succession planning one of the most important and critical challenges for family businesses to address.
9| 11| 12.06.2017 - 2017 Guide to Valuation of Personal Use of Employer-Provided Vehicles and Other Select Taxable Fringe Benefits
Download your copy of the 2017 Guide to Valuation of Personal Use of Employer-Provided Vehicles and Other Select Taxable Fringe Benefits
8| 03.19.2018 - Whitepaper: How the Cloud is Impacting Financial Planning and Analysis
Download our whitepaper, How the Cloud is Impacting Financial Planning and Analysis and learn how your organization can benefit from using a CPM solution to help with their financial planning and analysis needs.
1| 06.05.2018 - 2017 Automotive Industry Guidelines
The 2017 Automotive Industry Guidelines contains guideline information for domestic, import and highline dealers on areas ranging from sales to gross productivity to expense control.

Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.