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Financial Planning Tax Planning

Estate and Gift Tax Planning Strategies for 2022
February 8, 2022

Gifting assets to children or grandchildren is a popular strategy you can employ to reduce the taxable burden of your estate, and these gifts can...

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Financial Planning Tax Planning

Build Back Better Update & Year-End Tax and Financial Planning Checklist for 2021
December 9, 2021

Like much of the country, the financial services and tax communities have been focused on potential drastic changes to estate and income tax laws on...

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News Tax Planning

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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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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Financial Planning Tax Planning Charitable Giving

Ten Important Year-End Tax, Financial & Legal Tips for 2020
December 4, 2020

With the 2020 Presidential election behind us and the end of the year fast approaching, no time is better than the present to review your financial...

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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 learning....

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News Tax Planning

UPDATE - Tax Announcement
March 30, 2020

3/27/20 - As of Friday, March 27th the deadline for filing most State 2019 income tax returns and payments for filers has been postponed until July...

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Tax Planning

How Should I Gift Money to My Kids & Avoid Taxes in 2019?
December 3, 2019

No doubt you want the best for your children; however, exactly what is the best way to gift money to them? In this post, we discuss the ins and outs...

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Financial Planning Tax Planning

9 Smart Year-End Financial Moves
November 20, 2019

No matter where you're at in life, it is important to revisit your financial situation before the end of the year. In fact, there are some financial...

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Investments Financial Planning Asset Management Tax Planning

Tax Season is Over, Long Live Tax Season! (Or should we say, long live tax planning?)
May 11, 2017

How easy is it to repress any thoughts of taxes, once the returns are filed? Before you forget about your taxes for another year, please consider...

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David Brodsky
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Kelli Adams