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Potential Estate, Gift, and Income Tax Changes Under the Biden Administration
June 21, 2021

Over the last six months, President Biden has communicated some of the potential tax law changes he considers important. He has also recently sent...

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Avoiding Tax-Season Scams During  the Pandemic
March 18, 2021

Each and every tax season, cybercriminals develop new, sophisticated schemes designed to fraudulently obtain payment and personal and financial...

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GW & Wade Counselors Recognized with 2021 Boston Magazine's FIVE STAR Wealth Manager Award For the Twelfth Consecutive Year
March 15, 2021

WELLESLEY, MASS. In the March edition of Boston Magazine, 17 GW & Wade counselors are recognized with the 2021 Five Star Wealth Manager Award....

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Ryan Bartholomew, JD, LL.M named Firm Principal
March 2, 2021

WELLESLEY, MASS. (PRWEB) FEBRUARY 24, 2021 GW & Wade, LLC, an independently managed financial advisory firm, is pleased to announce that Ryan...

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Award-Winning Advisor, Debra Brede, to Join GW & Wade, LLC
February 2, 2021

Brede’s talented team, experience, and insight will strengthen GW & Wade’s presence in the Northeast.

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News Tax Planning

What You Need to Know About the Angel Investor Tax Credit (AITC) in Massachusetts
December 30, 2020

The Angel Investor Tax Credit program is offered to investors that fund early-stage companies engaged in life sciences research and development,...

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GW & Wade Among America’s Best RIA Firms by Barron’s Magazine
November 24, 2020

WELLESLEY, MA – GW & Wade, LLC is proud to announce that it has once again been recognized as a Barron’s Top RIA firm nationwide for 2020....

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How Presidential Elections Affect the Markets
September 29, 2020

With the US presidential election only weeks away, investors are questioning how the consequences of the 2020 election will affect their...

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Cybersecurity and COVID-19: What You Need to Know
June 2, 2020
Read our Cybersecurity Guide

Learn how to keep yourself and your data protected from fraudulent COVID-19-related schemes.

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News Tax Planning

529 Re-Contributions of Tuition Refunds: Avoid Income Tax Penalties
April 21, 2020

Due to the outbreak of COVID-19, many colleges, universities and private secondary schools have shut their doors and transitioned to online...

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David Brodsky
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Kelli Adams