This tax pocket guide is an essential resource that will help you evaluate and estimate your 2025 tax obligations. It is your first step so that we can help you create a strategy to minimize taxes for the coming year, as well as develop a long-term tax strategy to benefit your retirement plan, family, and heirs.
Download the GuideStay Tuned – The 2026 Tax Pocket Guide will be released in early 2026!
The goal of minimizing tax liability likely drives a desire to discover new advantages in the tax law. If this sounds familiar to you, when planning for the upcoming tax year, a great place to start is with the basics. We can help.
As you navigate our complicated tax code, you need a partner and important information in order to make the appropriate adjustments. Our 2025 Tax Pocket Guide, which provides valuable updates and information including a chart of the most common tax rates for individuals and businesses, is a concise snapshot that provides the basics to help you start the tax planning process.
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Treasury Department officials are discussing their concerns with Qualified Small Business Stock (QSBS) “stacking” strategies. Concerns were raised about stacking at two recent conferences; one official brought it up at the May meeting of the American Bar Association’s Tax Section, and another at a law firm-sponsored conference. Under the QSBS rules, each “taxpayer” is entitled…
The appeal many expected has arrived, but the real question is what comes next. For months, taxpayers and practitioners have wondered whether the IRS would ultimately accept the implications of Kwong v. United States or continue defending its interpretation of the COVID-era relief provisions under IRC §7508A(d). We now have part of that answer. The…
Massachusetts corporations receiving large cash infusions from equity investors may be surprised to find that the mere act of depositing the cash into their bank account can trigger thousands of dollars in excise taxes, whether they generate taxable income or not. Massachusetts Security Corporations (“MSCs”) can be used to solve this problem. How Can My…
