Insights

Articles on Individual Tax

• Your Financial Paperwork
  October 5, 2015
  A summary of what financial paperwork and records to keep and how long to keep them… Read more
• Taxpayers Beware
  September 11, 2015
  The Strike of the AMT. Background information on the Alternative Minimum Tax (AMT) and some items that can cause a taxpayer to be in the AMT.… Read more
• Tax Audit Triggers
  September 11, 2015
  A discussion of some of the items that may contribute to the increased likelihood of being audited by the IRS.… Read more
• Massachusetts Use Tax
  September 11, 2015
  A discussion about MA Use Tax, what it is, whether you need to pay it, and how to pay it.… Read more
• Beware of fake IRS phone scams
  August 1, 2014
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Articles on Business Tax

• Tax Organizer For Home Office
  September 11, 2015
  Providing us with your Home Office expense Information that we need for preparing your tax return to claim the home office deduction.… Read more
• Personal Service Corporations
  September 11, 2015
  The definition of a Personal Service Corporation and tax implications of this designations.… Read more
• MA and Single Member LLCs
  September 11, 2015
  A discussion about operating a single member LLC in Massachusetts.… Read more
• Domestic Production Activities Deduction (DPAD)
  September 11, 2015
  A summary of the Domestic Production Activities Deduction for U.S. businesses that engage in eligible business activities.… Read more

Articles on Wealth Management

• How to Protect Yourself from Identity Theft
  September 11, 2015
  Discussing the serious implications of identity theft and the steps you can proactively take to protect yourself from having your identity stolen.… Read more
• Templates of having a personal inventory for your estate planning
  January 1, 2015
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• Creating an on-line social security account
  December 2, 2014
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• Information about medical assistance and evacuation for traveling internationally
  December 1, 2014
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• Steps for preventing identity theft
  October 1, 2014
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• Barron's cover story on Dimensional Funds
  February 1, 2014
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Articles on Trusts & Estates

• Comparison of various types of transfers to minors
  September 23, 2015
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• Estate planning documents to consider
  September 23, 2015
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• Factors to consider in selecting a trustee
  September 23, 2015
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• Overview of trusts and their tax consequences
  September 23, 2015
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