Archive for News Category

Join Alfonso Perillo at Associated Grantmakers Brown Bag Lunch, June 12, to hear him discuss, “What’s the Story Behind the Numbers? A Grant Maker’s Guide to Understanding Nonprofit Audits.”

Bring your lunch and join your grant making colleagues for this informative workshop on Wednesday, June 12 at 55 Court Street, Suite 250, Boston, MA.  Alfonso will join AGM’s Director of Member Services, Jenn Lammers,

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Scott Kaplowitch to be a Moderator for the Boston Estate Planning Council at their June 5, 2013 Roundtable

Scott will lead a roundtable discussion  on June 5, 2013 on when it is best to pass on assets to future generations. Depending on a client’s goals and the type of assets in their portfolio, certain

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Denis Higgins to Present at June 7, 2013 Business Fundamentals Bootcamp at the Cambridge Innovation Center

Join Denis Higgins as he presents, ” Retirement Plans for Small Businesses and the Self-Employed – They Are Not Out of Reach.”  Offering retirement benefits is an excellent way to enhance your employees’ compensation package

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Marc Bello Presents “Bernier: History, Impact and Implementation” Webinar for Business Valuation Resources on March 13, 2013

In the November, 2012 issue of BVUpdate™, expert Marc Bello wrote of the history and implication of Bernier v. Bernier, a now 10-year old divorce case involving the valuation of two S corporations. His analysis

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Scott Kaplowitch Featured in the Boston Business Journal

The BBJ recently asked five of Boston’s top accounting minds, including our very own, Scott Kaplowitch, to measure the concerns they are fielding from clients and how, in their opinions, to best address the significant

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Posted In: Awards, News