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Major 2024 Changes for Individual Massachusetts Taxpayers

Due Date - The due date for Massachusetts Income Tax Returns is April 15, 2025. Income Tax Rate - The tax rate on most types of taxable income is 5%. The tax rate on long-term gains from the sale or exchange of...more

Massachusetts Estate Tax and Out-of-State Property

As part of the Supplemental Budget that was passed on September 16, 2024, changes were made to the calculation of the Massachusetts estate tax for the estates of decedents who, at the time of death, owned real estate or...more

Massachusetts Increases Senior Circuit Breaker Tax Credit

The Massachusetts Department of Revenue recently announced the annual increase to the popular Massachusetts “circuit breaker credit” for certain persons who are 65 years of age or older. The circuit breaker tax credit is...more

Help Paying for College – Federal Tax Credits

Education income tax credits are one way students and parents can help pay for college. There are two types of federal tax credits available to taxpayers: the American opportunity tax credit (AOTC) and the lifetime learning...more

Massachusetts Tax Reform Enacted – Estate Tax Exemption Increase and Other Help for Residents

The long-awaited Massachusetts tax reform package was signed by Governor Maura Healey on Wednesday, October 4, 2023. Among the provisions: Estate Tax Reform: Establishes a non-refundable credit of $99,600 for each estate,...more

Massachusetts Families and Seniors Left Waiting for Massachusetts Tax Reform

On August 9, 2023, Massachusetts Governor Maura Healey signed a $56 billion Fiscal Year 2024 state budget that increases state spending by 6.2% compared to a year ago. However, what was missing from this budget was the highly...more

Tax Credit for Electric Vehicles Purchased in 2023 and Later – Does Your New Vehicle Qualify?

Despite the predictions and media attention, electric vehicles (EV) accounted for only 5.7% of all automobiles purchased in the United States in 2022. Globally, EV sales rose to 14% in 2022....more

Massachusetts Tax Reform – Help for Families and Seniors

Massachusetts Governor Maura Healey’s long awaited tax reform package was released on Monday February 27, 2023. Among the proposals: - Dependent Credit: Establishes a $600 fully refundable credit per qualifying...more

IRS Issues 2022 Inflation Adjustments

The IRS recently issued the 2022 annual adjustments for numerous tax provisions that are by law to be adjusted annually. These adjustments include changes to tax brackets and standard deductions. Popular provisions that were...more

IRS Issues 2021 Inflation Adjustments

The IRS recently issued the 2021 annual adjustments for numerous tax provisions that are by law to be adjusted annually. These adjustments include changes to tax brackets and standard deductions. Popular provisions that were...more

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