James J. DeLuca, CPA, MST Senior Tax Manager The Massachusetts “millionaire tax” takes effect for the current tax year, and taxpayers who expect to be impacted have several strategies available to avoid or minimize it. But careful tax planning – starting now – is...
Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services Starting January 1, 2024, corporations, limited liability companies and similar entities will be required to report certain “beneficial owner information” (BOI) to FinCEN — the Financial...
We are proud to announce that Stephen A. Rollins Jr, CPA, has been named Vice President & Shareholder of GT Reilly & Company. Steve joined the firm in 2008 and has developed industry expertise as a member of GT Reilly’s Financial Institutions and Accounting...
Frank T. Ardito, CPA Vice President & Director of Employee Benefit Services Significant changes to workplace retirement plans were enacted in the waning days of 2022 as the SECURE Act of 2022 – also known as “SECURE 2.0” – was signed into law. The SECURE 2.0...
By Charles R. Kennedy, CPA, MBA Vice President & Director of Tax Services With commercial and residential property values rising rapidly, 1031 like-kind exchanges are becoming more attractive to certain taxpayers who are selling real property that has experienced...
By Frank T. Ardito, CPA Vice president & Director The rapid pace of mergers and acquisitions today is being driven by an unusual set of economic and social factors, including the COVID-19 pandemic and the wave of retirements among the Baby Boom generation. In many...
