News & Resources

In February, Tax Partner,  Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even if it’s just for online learning, and some parents will be facing tuition bills. If

Timely, relevant financial data is critical to managing a business in today’s unprecedented conditions. Similar to the control panel in a vehicle or machine, dashboard reports provide a real-time snapshot of how your business is

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. Fair market value rules Under the fair market value basis rules (also known

Your nonprofit organization may be required to hire an independent outside CPA to audit its books, depending on its annual gross receipts and other factors. Even when external audits aren’t mandated, however, they’re often recommended.

Every year, NACVA and the CTI recognize instructors that have received several positive reviews and who have achieved the highest evaluation scores from those attending their courses. This year, partner Jason Pierce, was honored with

Last month, Sapers & Wallack hosted a third Town Hall webinar regarding COVID-19 related topics.  Managing Partner, Scott Kaplowitch, was an expert panelist discussing the Paycheck Protection Program (‘PPP’) Loan and forgiveness.  He was joined

In 2016, the Financial Accounting Standards Board (FASB) published guidance that requires major changes to how leases are reported on financial statements. One area of the guidance that’s especially complicated relates to “embedded” leases. Updated

This year, the Greater Newburyport Bar Association‘s annual New England CLE conference will be held virtually on Wednesday, July 15th and Thursday, July 16th.  Partner, Marc Bello, will be presenting Business Interruption and Its Impact

On Friday, July 17, 2020, Jason Pierce will be an expert panelist on the Boston Bar Association’s webinar, Sophisticated Financial Issues in Divorce Matters and the Impact of COVID-19. The webinar will discuss: Divorce cases