James J. DeLuca, CPA, MST Senior Tax Manager As 2024 draws to a close, it’s crucial for business owners and high net worth individuals to assess their financial situations and make strategic decisions to optimize their tax liabilities. The tax landscape can be complex...
Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services The year end is a time for business owners to review many aspects of their business to ensure that their tax position, operational plans, financial management and workforce status are on track...
Ryan J. McDonell, CPA, MSLT, MSA Tax Manager As America nears the 2024 presidential election, tax policy has taken a prominent spot in national discussions. Though neither Vice President Kamala Harris, Democrat, nor former President Donald Trump, Republican, have...
Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services Gov. Maura Healey on July 28 signed the FY2025 state budget, approving several measures that will impact taxpayers in the commonwealth. The budget, which includes sweeping policy changes,...
Ryan J. McDonell CPA, MSA Tax Manager At the end of 2017, the Tax Cuts and Jobs Act (TCJA) was enacted, providing sweeping changes to the tax code for both individuals and businesses. In order for Congress to get the TCJA to meet the $1.5 trillion budget goal, several...
Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services As business owners who have filed their 2023 tax returns this spring are aware, the temporary rules governing deductions for business-related meals and entertainment (M/E) during the Covid-19...
