07 Feb, 2024 The Impact of the Corporate Transparency Act on Estate Planning By Mark Christopher Vaishali Goyal For over a decade, the world’s developed nations, through the Financial Action Task Force (FATF), have worked to set international...
11 Jan, 2024 Supreme Court Tax Case Reveals Two Issues in Estate Protection By Michelle Porter Emily Berlin An estate tax case before the US Supreme Court underscores the importance of stock-purchase agreements and life insurance arrangements,...
04 Oct, 2023 Massachusetts Doubles Estate Tax Threshold as Part of $1 Billion Tax Reform Act By Eric Cunnane Matthew Hillery John Ramsey On October 4, 2023, Massachusetts enacted a new law called “An Act to improve the Commonwealth’s competitiveness, affordability, and...
21 Aug, 2023 A Guide to the Corporate Transparency Act for Individuals with Closely-Held Businesses and State-Monitored Entities Created for their Estate Planning By Mark Christopher Vaishali Goyal This article was also published on the Boston Business Journal and New York Business Journal. In an effort to curb money laundering, tax...
24 Jul, 2023 Do You Have a College Student? Maintaining Decision-Making Rights During Unexpected Situations By John Ramsey Kerry Spindler Parents with young children often hear that “the days are long, but the years are short.” However, this phrase may not truly resonate...
25 Jan, 2023 Trust Administration and Estate Planning in the Age of Climate Change By Eric Cunnane Boston Business Journal A recent foreboding report by the UN’s Intergovernmental Panel on Climate Change offers warnings to policy makers...
21 Nov, 2022 Taxachusetts Redux? The New Massachusetts Millionaires Tax By Matthew Hillery On November 8, 2022, Massachusetts voters elected to adopt Question 1, the so-called Fair Share Amendment or Massachusetts Millionaires...
01 Sep, 2021 Big Potential Tax Changes on the Horizon for Clients By Matthew Hillery Martha Nahill Frahm Abe Leitner The U.S. House Ways and Means Committee released proposed budget reconciliation legislation on September 13, 2021. The bill still must...
12 May, 2021 Wealth Planning and the New Administration: Potential Individual Income & Transfer Tax Changes By John Ramsey Matthew Hillery Kerry Spindler On April 28, 2021, in an address to a Joint Session of Congress and a Fact Sheet published by the White House, President Biden introduced...