On May 12, the Republican majority leadership in the House of Representatives released for consideration its tax and spending reconciliation legislation, called the “One Big, Beautiful Bill” (the “Bill”). This major piece of...more
5/19/2025
/ Corporate Taxes ,
Employee Benefits ,
Estate Tax ,
Foreign Derived Intangible Income (FDII) ,
GILTI tax ,
HSA ,
Income Taxes ,
International Tax Issues ,
Nonprofits ,
Proposed Legislation ,
SALT ,
Tax Credits ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Reform ,
Wealth Management
Welcome to the first edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics.
...more
11/13/2023
/ Charitable Donations ,
Corporate Transparency Act ,
Donations ,
Estate Planning ,
Estate Tax ,
Filing Deadlines ,
Gifts ,
High Net-Worth ,
Income Taxes ,
Private Foundations ,
Tax Planning ,
Tax Relief ,
Wealth Management
On November 8, 2022, Massachusetts voters approved an amendment to the Massachusetts Constitution imposing, effective January 1, 2023, a surtax of 4% on an individual’s annual taxable income to the extent it exceeds $1...more