IRS Clarifies Gift Tax Rules for Trump Accounts
The Internal Revenue Service (IRS) and the U.S. Treasury Department have announced that contributions made to Trump Accounts will not require donors to file a
July 6, 2026
Celebrating 250 Years of Opportunity
Happy Semiquincentennial, America! For 250 years, the American Dream has represented the freedom to build a better life. That dream has never belonged to just
July 6, 2026
Markets Deliver a Powerful Second Quarter Rebound
Executive Summary Global financial markets staged an impressive recovery during the second quarter, overcoming the volatility that accompanied geopolitical tensions earlier in the period. Strong
July 2, 2026
Be a Guest- America Through Fresh Eyes
Explore America with a Fresh Perspective It’s often said that travel is the only thing you buy that makes you richer. As accountants, we spend
June 29, 2026
New Tax Guidelines
Tax Law Update: Key Changes Starting in 2025
The “Big Beautiful Bill” has been signed and includes several major changes that will take effect beginning in 2025. These updates may impact many individuals
July 7, 2025
Personal Taxes
Wait a minute – That wasn’t the plan
Summer is here—a season full of energy, possibilities, plenty of heat, and the potential for storms. The soaring temperatures serve as a reminder that, just
June 30, 2025
Important Massachusetts Tax Changes for 2024 Filing Season
As tax season is now upon us, it’s important to note the ever-changing landscape that is tax law. As we approach the 2024 filing season,
February 3, 2025
Thayer Partners Quarter 4 Investment Commentary
Thayer Partners Quarter 4 Investment Commentary Executive Summary: Financial Markets Trim 2024 Gains as Year ClosesFederal Reserve Taps the Brakes on Rate Cuts Trump Administration
January 7, 2025
New Tax Guidelines
New RMD Rules for Inherited IRAs: What You Need to Know Before 2025
The recently finalized rules for required minimum distributions (RMDs) and inherited IRAs, effective January 1, 2025, introduce significant changes for beneficiaries. Under the SECURE Act
October 17, 2024
Corporate Taxes
What is Beneficial Ownership Information Reporting?
I wanted to inform you about a new federal regulation that could impact you if you are a business owner. All companies, regardless of when
August 30, 2024