On April 13, the Massachusetts House of Representatives approved H.3770, a tax reform bill that includes significant changes for individuals, businesses and estates. The bill is now with the Senate’s Ways and Means Committee,...more
5/12/2023
/ Apportionment ,
Capital Gains ,
Capital Gains Tax ,
Corporate Taxes ,
Estate Tax ,
Income Taxes ,
Pending Legislation ,
State Budgets ,
State Taxes ,
Tax Credits ,
Tax Planning ,
Tax Reform
A new year signals new opportunities to protect your family against life’s inevitable ups and downs. Over the last several years we have weathered a health and humanitarian crisis, severe economic disruption, the war in...more
The Treasury Department issued proposed regulations on Tuesday, April 26, 2022 in follow up to the anti-clawback regulations published on November 26, 2019. The 2019 anti-clawback regulations were in response to the Tax Cuts...more
5/18/2022
/ Clawbacks ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
Proposed Regulation ,
Tax Cuts and Jobs Act ,
Tax Planning ,
U.S. Treasury