News & Resources

On Thursday, March 16, 2017, Marc Bello will present Practical Tips for Managing Small Business Valuations to the Greater Newburyport Bar Association. Bello, along with Laurie Tunick of Tunick Financial Services and Karen Galat of Newburyport

We’re proud to announce that we have won a Gold Impact Award for 2016 from Building Impact. Building Impact strengthens communities by providing individuals and companies with the knowledge and opportunity to volunteer, donate, and connect

Managing Partner, Scott Kaplowitch, was quoted in Accounting Today’s article, ‘To LLC or not to LLC: Entity choice and tax reform.’ Selecting the type of entity to use when setting up a business is a vastly

If last year your business made repairs to tangible property, such as buildings, machinery, equipment or vehicles, you may be eligible for a valuable deduction on your 2016 income tax return. But you must make

Rather than keeping track of the actual cost of operating a vehicle, employees and self-employed taxpayers can use a standard mileage rate to compute their deduction related to using a vehicle for business. But you

This month’s newsletter includes the following: Updated Form 990-EZ to Help Smaller Nonprofits Avoid Errors FASB Amends the Consolidation Guidance for Nonprofits 2017 Institute for Trustees upcoming event Read the entire newsletter here. 

In December, we announced the promotion of four of our managers to the principal level.  Today we are highlighting Rosalie Miller, a principal on our nonprofit team. Early in her career, Rosalie worked as a

Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial

We were excited to announce the promotion of four of our managers to the principal level this past December. Today we are highlighting Emily Matthews, a principal on our tax team. Emily began her career

Incentive stock options allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the grant date. If the stock appreciates, you