28 February 2020

A Snapshot of the 2020 Democratic Tax and Wealth Plans

We’re up, Massachusetts! This week MA voters are beginning to cast early ballots for the presidential primary. The big day, however, is Tuesday, March 3, where voters head to the polls to make their selection for a presidential candidate. But, … Continue reading

24 February 2020

Top 5 Real Estate Tax and Accounting Mistakes

Even some of the savviest real estate brokers can get trapped in the most common accounting mistakes. There’s a similar thread of accounting mistakes woven throughout the real estate industry that creates challenges and complications come tax time. Many of … Continue reading

10 February 2020

The SECURE Act: Key Takeaways and Strategies to Consider

Over the past few years, we have seen some of the greatest shifts in tax legislation. And just as we are finally digesting the unprecedented tax reform changes of 2018, we now turn our attention to one of the most … Continue reading

10 January 2020

IRS Establishes No Clawback Rule on Gifts and Estates

In a recent announcement, the IRS presented the highly-anticipated final regulations on gift and estate tax exclusion amounts made between 2018-2025, confirming there will be no clawback after the exemption amount sunsets. The IRS and the Treasury Department have established … Continue reading

10 January 2020

Top 10 Tax Deductions for Small Businesses

As we gear up for tax season and another round of the tax-reform era, here’s what small businesses need to know about tracking and deducting their eligible business expenses. Everything adds up, so be sure to organize and plan accordingly; … Continue reading

7 January 2020

Important Tax Deadlines in January

Most of us are familiar with the matriarch of all tax days—April 15—but there’s other federal tax deadlines to be aware of as well to stay in compliance with the IRS. January 15 – 4th Quarter Estimated Taxes If you … Continue reading

5 January 2020

Top 5 Ways to Manage Money in Your 20s

[Psst…parents: We’re here to help you help your kids! Forward, copy, Insta this information to them.] Start out into the world knowing how to best manage your money after college. There’s nothing like the feeling when you graduate college. You … Continue reading

27 December 2019

A Cheerful Economic Outlook this Holiday Season  

This year has been filled with retail cheer. While some economists are skeptical on the future uptick of our economy, this holiday season shows that more people are traveling and more people are spending. Consumers are expected to spend an … Continue reading

5 December 2019

10 Reasons Why Your Small Business Needs a Bookkeeper

With many small businesses thriving during the holiday season, this is the time of year that makes running a business exciting and enjoyable! This is also the time of year to reconcile books and prepare for tax season. How can … Continue reading

25 November 2019

Carving out the Economics of Thanksgiving

Thanksgiving officially kicks off the start to a holiday season filled with family, friends…and travel! Whether by plane, train or automobile, AAA predicts a record number of people on the road and in the sky this Thanksgiving with over 55 … Continue reading

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