News & Resources

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021 gift tax return. And in some cases, even if it’s

On February 7, 2022, the IRS announced that they would be transitioning away from the use of a third-party verification that would use facial recognition. The decision was made to prevent delays in tax filing

To help you make sure you don’t miss any important 2022 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this

Do your tax planning strategies need a refresh? With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their

The U.S. Senate has passed, and President Trump is expected to sign into law, a broad package of reforms aimed at the IRS. Among other things, the Taxpayer First Act contains several new protections for

Tax Partner, Emily Matthews, was recently interviewed by CityBizList Boston to share her expert guidance on what retirees should be aware of when filing taxes in 2019.  Read her advice here.

To help make sure you don’t miss any important 2019 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if

Earlier this month, Tax Partner Emily Matthews and Marketing Manager Casey Blake, were invited to be on an episode of Radio Entrepreneurs hosted by Sapers & Wallack.  Matthews discussed hot topics related to current tax issues

On January 1, 2019, we were proud to announce that six of our principals were promoted to partner.  Emily Matthews of our commercial tax department was among those promoted. As an experienced professional who joined