News & Resources

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

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

Partner Mike Antonelli was quoted in yesterday’s Financial Advisor article “Election Results Spawn Year-End Tax Moves,” which discusses potential new legislation under President-elect Donald Trump. Although it’s too soon to know what the new legislation will

Healthcare partners Jonathan Gorski and Christopher Swain were published in Healthcare Financial Management Association’s (HFMA) Advisor with their article, How Healthy Is Your Practice? It’s Time for the Annual Check-Up.  This piece discusses the importance

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “U.S. Businesses Brace for Uncertainty,” which discusses the Trump win impact on U.S. businesses as it relates to trade pacts, overseas operations, and corporate tax

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Be Careful When Passing Down a Roth IRA,” which outlines four common mistakes that are made when planning to pass along a Roth and ways

Business Valuation manager Jesse Gillett was published in Bloomberg BNA’s Mergers & Acquisitions Law Report.  Gillett discusses the important consideration of working capital when performing due diligence, negotiating deals, and in working out post-deal issues. 

Principal Michael Barbera was quoted in the Financial Advisor article, “Tax Tips To Close 2016,” which discusses how the upcoming tax season possesses new obstacles due to the IRS changing the filing deadline for partnerships