Deadlines for Beneficial Ownership Information (BOI) reporting will be here soon. As a reminder, you may have an additional reporting requirement this year as a result of the Corporate Transparency…

The latest revisions to laws governing retirement funding and accounts enacted by Congress as part of the SECURE Act 2.0 overhaul continue to enter into force over time. The inflation-adjusted…

As with many things within the tax code, it depends. It depends on the type of return you are filing, the jurisdiction you are filing in, and oftentimes how much…

All too often, an entrepreneur walks in our office, and I am able to “blow his/her mind.” The reason? Quite simply, it is a tax provision that allows certain qualifying…

With the addition of the “millionaires’ tax” in Massachusetts taxing income over $1 million at 9%, more and more people are beginning to rethink where they want to be a…

With energy costs on the rise and a growing focus on sustainability, now is the perfect time to think about making your home more energy-efficient. Not only will this help…

Earlier this May, the Massachusetts Appeals Court issued a decision on the Pixley v. Commissioner of Revenue case which made Department of Revenue (DOR) Directive 11-2 invalid. DOR Directive 11-2…

The IRS has issued an update to previously announced changes to the Research & Development Credit Form 6765. Schedule G of the form will require taxpayers claiming the Research &…