Thought Leadership By Our Team

A guide to key planning actions to complete before year-end to help optimize your financial, tax, and estate outcomes.

The "One Big Beautiful Bill Act" (OBBBA or OBBB) is a significant piece of U.S. federal legislation, signed into law by President Donald Trump on July 4, 2025. The OBBBA is designed to provide substantial tax cuts, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025.

2025 Important Numbers

The 2023 fiscal year-end government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE 2.0 Act builds on retirement savings changes passed in 2019 and contains new provisions that further raise the required minimum distribution (RMD) age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities.

On October 4, 2023, Governor Maura Healey signed H.4104, “An Act to Improve the Commonwealth’s Competitiveness, Affordability, and Equity”, which consolidates the separately passed House and Senate tax bills. This significant tax relief package impacts the estate tax, clarifies the new “Millionaires tax,” and reduces the short-term capital gains rate.

The tax season is officially here and it is time to get yourself ready. Everyone’s tax situation is different, but here is a listing of common tax forms and records you should have prior to filing your tax return.

With less than a month left in this calendar year, we want to remind you of a few last-minute financial moves that you might want to consider.

With the upcoming “Millionaire’s Tax” ballot initiative in Massachusetts (“MA”) proposing to tax people earning over a $1,000,000 an extra 4%, and the fact that Massachusetts is one of only 17 states to have an estate or inheritance tax....

The tax season is officially here and millions of Americans are getting their documents together to file their tax returns. The Internal Revenue Service (IRS) is encouraging people to file their taxes quickly...

The Tax Cuts and Jobs Act of 2017 makes it more important than ever to make sound financial decisions about charitable giving. With some additional planning..

For nearly a year, congress has debated various proposals and “frameworks” as they relate to changes in federal taxes, estate and gift tax

The Biden Administration’s American Families Plan and other tax proposals may complicate the tax landscape for high-income earners. Many of the proposals target taxpayers earning more than $400,000 per year.

The Tax Cuts Jobs Acts was voted into law in 2017. It had been the most significant tax cut since 2001 when former President George...

Lately, we have many clients who are asking about establishing residency in another, more tax advantaged state. The more important question than the process of establishing residency, is that of breaking domicile in your current state of residence...

As we close out 2020, it’s time to get organized and assess your investments after a very volatile year. You want to start 2021 off right by taking stock of your goals, objectives, and risk tolerance...