Articles on Individual Tax
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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
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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
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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
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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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