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,...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

Tax Considerations For An Equity Exit

Register Now
David Brodsky
Kelli Adams