Legislative & Regulatory Updates Congress Passes Sweeping Tax and Spending Law with Broad Implications for Individuals and Businesses Congress has passed a sweeping new law that permanently extends and expands key tax provisions, reshapes health and social program eligibility, and revises spending across... July 7, 2025
Wealth Advisory Estate Planning Pro Tip for Married Couples: Don’t Overlook Portability In this article: Understanding Portability and the Estate Tax Exemption The Role of Step-Up in Basis The Role of Trusts in Estate Planning Steps to... June 6, 2025
Tax Planning & Compliance Wait to the last minute on your tax return? Here are some tips. NBC Boston (April 2,2025)- Tax day is almost here. This year, all federal and state returns must be filed by the April 15 deadline. If... April 11, 2025
Jonathan Bloom Top Takeaways From Our 2024 Tax Planning & Wealth Preservation Webinar In this article: Tax-efficient Charitable Giving Health Savings Accounts Tax Planning for Retirement Estate Tax Planning Massachusetts State-Specific Considerations Transaction Advisory Strategies for Optimal Tax... November 14, 2024
Business Tax 1099 Reporting: Key Deadlines and Requirements for 2024 In this article: 1099 Reporting Requirements Payments Through Peer-to-peer Platforms Foreign Reporting Requirements FAQs Simplify Your Filings 1099 Reporting Requirements AAFCPAs reminds clients that payments... November 8, 2024
Real Estate Estate Tax Alert: Protecting Assets from the 2026 Exemption Reduction AAFCPAs advises clients to consider proactive strategies to shield their assets now from steep tax liabilities should the estate tax exemption be left to decrease... November 1, 2024
Individual, Family & Fiduciary Tax Webinar On-Demand – Year-End Tax Optimization for Individuals & Families: Key Insights to Save in 2024 Webinar: Year-End Individual/Family Tax and Wealth Preservation AAFCPAs invites you to watch our 2024 Individual/Family Tax and Wealth Preservation webinar, tailored to high-net-worth individuals. Watch... October 9, 2024
Individual, Family & Fiduciary Tax Talking With Children About Significant Wealth Transfer Discussing a significant inheritance with your children, grandchildren, or other family members can be challenging. If you’re like most, you may not know where to... September 23, 2024
Events Year-End Tax Webinars: Optimize Your 2024 Tax Strategy Watch OnDemand: 2024 Year-End Tax Webinars Reviewing your tax strategies before the end of the calendar year is essential to uncover potential tax savings, ensure... September 19, 2024