News & Resources

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2017. The only limit that has increased from the 2016 level is for contributions to

We are happy to announce the promotion of four of our managers to principal.  These individuals are enthusiastic and hard-working members of our firm whom we are excited to welcome to the principal level.  Congratulations

Forbes issued their 2017 Investment Guide which provides strategies on everything for the coming year. Various articles have been compiled to create this year’s guide, including the recently published, “Why Big Donors Are Fast-Tracking Charitable Gifts

Business Valuation and Forensic Accounting Partner Marc Bello and Principal Jason Pierce were published in Massachusetts Lawyers Weekly with their article, “Contentious divorces: when to call in a forensic accountant,” which discusses the benefits of engaging

On Monday, Partner Scott Kaplowitch was quoted in the Forbes article “Why Big Donors Are Fast-Tracking Charitable Gifts To Year-End 2016,” which discusses why it could be savvy from a tax perspective to fast-track future

A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one of the

This month’s newsletter includes the following: Overtime Injunction Appealed To 5th Circuit New IRS Audit Selection Criteria Sponsorship Income Can Generate UBI Read the entire newsletter here. 

Today, Partner Scott Kaplowitch was quoted in the Forbes article “2016 It’s A Good Year To Take Losses,” which discusses President-elect Donald Trump’s proposed tax plans.  Kaplowitch says, “I always push taking capital losses, but this

Deferring income and accelerating deductions quite often presents itself as a tax planning opportunity. This year, it could be even more beneficial.  Given the recent election results and potential shifts on the horizon, it’s important

Business Valuation and Forensic Accounting Principal Jason Pierce will present ‘How Digital Currencies May Affect Your Next Engagement’ at NACVA and the CTI’s Financial Consultants’ Conference taking place from December 5-7 in Las Vegas, NV.