Welcome to fall. We hope all of you are enjoying the coolish fall like temperatures and more comfortable nights. I always find that the swift transition from the lazy summer…

Facts about Corporate and Municipal Bonds What is a bond? Bonds are debt securities.  They are issued by corporations and government entities (US Treasury, state, and local municipalities).   The investor…

The Employee Retention Credit has been a very valuable refundable credit for those businesses that were badly impacted by the Covid-19 pandemic. Congress has continued to extend and expand the…

There is a growing trend this year among states implementing a Pass-Through-Entity (PTE) Level Tax. The primary reason for this is due to the limitation on the state and local…

Conveniently timed with the re-opening of many restaurants and venues post COVID-19 closures, the IRS issued final regulations and guidance on what meals and entertainment can be deducted. These final…

The Taxpayer Certainty and Disaster Relief Act of 2020 allows a 100% deduction for business meals and beverages provided by a restaurant after Dec. 31, 2020 and before Jan. 1,…

Tax, as we once knew it, is undergoing another overhaul. Some taxpayers may be up against a near 40% federal capital gains rate in 2021; Qualified Small Business Stock (“QSBS”),…

Whether you are a seasoned trader or looking to get your feet wet, understanding the big picture of cryptocurrency is important to protect yourself financially. Cryptocurrencies have become quite popular…

Back during the summer in July, the Mass Department of Revenue finally came up with procedures for angels investing in Massachusetts companies to take a tax credit towards their Massachusetts…

Section 174 of the Code was enacted in 1954 to provide an incentive to conduct research and allowed for an immediate write off in the year the expenditure was incurred. …