News & Resources

By investing in qualified small business (QSB) stock, you can diversify your portfolio and enjoy two valuable tax benefits: 1. Tax-free gain rollovers. If within 60 days of selling QSB stock you buy other QSB

Now that the April 18 income tax filing deadline has passed, it may be tempting to set aside any thought of taxes until year end is approaching. But don’t succumb. For maximum tax savings, now

On April 6, 2016, Partner Jonathan Gorski, took part in a panel discussion to prepare college accounting students for their first year of employment upon graduation. “The Next Step” program, organized by the Massachusetts Society of

Spring has officially begun and we’d like to share some activities we took part in throughout the Winter.  These in office events are made possible through our affiliation with Building Impact, an organization we’re proud to

Partner Denis Higgins was quoted in The Wall Street Journal article, “Professionals Who Can Help With an Aging Parent’s Finances.” It outlines three professional groups (financial, legal, and medical) and how they can help manage

If you suffer damage to your home or personal property, you may be able to deduct these “casualty” losses on your federal income tax return. A casualty is a sudden, unexpected or unusual event, such

This month’s newsletter includes the following: ‘Tis The Gala Season: Factors to take into consideration as you plan your nonprofit’s flagship event. Private Foundations: Museum operations 2017 Fiscal Budget Philanthropy Roundtable Opposition What Are Nonprofit

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “The Other March Madness: What the IRS Thinks of Your Bracket,” which outlines what you need to know about gambling income and deductions. “The

If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course,

Tax-advantaged retirement plans allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free. But annual contributions are limited by tax law, and any unused limit can’t be carried forward to