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Massachusetts Doubles Estate Tax Threshold as Part of $1 Billion Tax Reform Act

On October 4, 2023, Massachusetts enacted a new law called “An Act to improve the Commonwealth’s competitiveness, affordability, and equity” (the “Act”). The Act makes several tax law changes relevant to Massachusetts...more

Taxachusetts Redux? The New Massachusetts Millionaires Tax

On November 8, 2022, Massachusetts voters elected to adopt Question 1, the so-called Fair Share Amendment or Massachusetts Millionaires Tax, through a ballot referendum. The referendum amends the Massachusetts state...more

Big Potential Tax Changes on the Horizon for Clients

The U.S. House Ways and Means Committee released proposed budget reconciliation legislation on September 13, 2021. The bill still must complete many steps in the legislative process – including passage by the full House of...more

IRS Adjusts Distribution Guidance: Taxpayers Who Took Required Minimum Distributions in 2020 May Be Able to Return Them To A...

The IRS recently released Notice 2020-51, which provides further taxpayer-friendly guidance for the treatment of required minimum distributions paid from retirement accounts in 2020....more

Estate Planning Opportunities in the COVID-19 Era

There is no question that COVID-19 has permeated every aspect of our personal and professional lives, causing mounting uncertainty and underscoring the importance of prioritizing the health of ourselves and our loved ones....more

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