News & Resources

In times like these, it helps to refresh what we know on two important topics: retirement planning and Required Minimum Distributions (“RMDs”).  Recent legislative developments and the COVID-19 pandemic response have created opportunities with these

The Small Business Administration (SBA) has extended the repayment deadline for Payroll Protection Program (PPP) borrowers that wish to take advantage of the “good faith” self-certification of eligibility option. The deadline is now automatically extended

The coronavirus (COVID-19) pandemic has affected many Americans’ finances. Here are some answers to questions you may have right now. My employer closed the office and I’m working from home. Can I deduct any of

Our Managing Partner, Scott Kaplowitch, was asked to share his expertise around stimulus checks by NBC 10 Boston. If you didn’t see his interview live, make sure to check it out here.

Millions of eligible Americans have already received their Economic Impact Payments (EIPs) via direct deposit or paper checks, according to the IRS. Others are still waiting. The payments are part of the Coronavirus Aid, Relief,

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020, contains several tax-related provisions for businesses hit by the novel coronavirus (COVID-19) crisis. Those provisions will also have an impact

Last night, Managing Partner Scott Kaplowitch, shared some helpful insights about stimulus checks on WHDH Channel 7 News Boston. If you didn’t catch this interview live, be sure to check it out here.

The IRS and the U.S. Department of Treasury have announced new relief for federal taxpayers affected by the coronavirus (COVID-19) pandemic. The IRS had already extended certain deadlines to file and pay federal income taxes

As we all try to keep ourselves, our loved ones, and our communities safe from the coronavirus (COVID-19) pandemic, you may be wondering about some of the recent tax changes that were part of a

Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are