Plan Your Future Today. Enjoy It Tomorrow.

Estate planning is much more than just drafting and executing documents. While we cannot anticipate every situation that may arise, we are committed to educating and counseling clients and their family members to prepare and put the proper support systems in place, so that your loved one may stay in home for as long as possible.

Although minor in comparison to the 2017 tax reform law, both the SECURE Act and the CARES Act made changes to the tax code effective for Tax Year 2020. These changes are beneficial to most taxpayers and offer options to individuals looking to maximize their retirement savings and get assistance if being affected financially by the COVID-19 pandemic. However, some of these new provisions are temporary. For example, taxpayers may take an early distribution from a retirement account without incurring the usual 10% early withdrawal penalty--but this provision expires at the end of the year. Our tax experts keep current with developments in the law and are available to educate and advise you on tax planning to maximize your benefit under new and existing laws.

If you receive a notice from the IRS or Massachusetts Department of Revenue reporting a change to your tax return that you do not think is correct, please feel free to contact us.  Our first step would be to schedule a meeting to review the tax notice and your tax return(s) at issue, and then perhaps obtain authorization to contact the tax authorities to determine how we may resolve the matter most favorably on your behalf.