News & Resources

We’re excited to bring you our first Healthcare Advisory. We think you’ll find that these advisories address issues that matter the most to you.  Today’s article discusses 8 tips to help maximize patient self-payment. Along

If you don’t meet IRS substantiation requirements, your charitable deductions could be denied. To comply, generally you must obtain a contemporaneous written acknowledgment from the charity stating the amount of the donation, whether you received

This month’s newsletter covers: Schedule A Compliance for Supporting Organizations (SO) Board Members and Redesign Computer Readable Charity Tax Forms Reporting Activities with Related Entities Read the entire newsletter

If you have a child in college, you may not qualify for the American Opportunity credit on your 2014 income tax return because your income is too high (modified adjusted gross income phaseout range of

The manufacturers’ deduction, also called the “Section 199” or “domestic production activities” deduction, is 9% of the lesser of qualified production activities income or taxable income. The deduction is also limited to 50% of W-2

Jason Pierce will present at the MCLE Estate Planning Professional Development Plan Seminar on Friday, February 27, 2015.  He’ll be a panelist for the “Estate, Gift & Generation-Skipping Transfer Taxes” session at the MCLE Conference

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “The 15 Numbers Every Investor Needs to Know,” discussing the Massachusetts estate tax. While the federal estate tax exemption is now $5 million per

Greg Rogers will present, ” Breaking Down ASU 2013-06 and ASU 2012-05: How New Pronouncements Will Impact NFP Financial Reporting,” at the The MSCPA 2015 Annual Nonprofit Conference on Thursday, January 15, 2015. Click here for

Partner Scott Kaplowitch was quoted extensively in the Forbes.com article, “Depreciation Tax Extenders Big Bonus for Business Owners,” discussing Section 179 expensing and what it means for clients. “It has a huge impact on their

Marc Bello, a partner, and leader of the Business Valuation team, recently wrote an article for the Winter 2014 Family Business Magazine discussing key lessons family-owned businesses can learn from the Market Basket Saga about