News & Resources

Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) represents the third phase of Congress’s legislative efforts to address the financial and health care crisis resulting from the coronavirus (COVID-19) pandemic. In addition to

Thanks to the Internet and social media, we’re bombarded daily with all kinds of information. As a result, most people prefer clear, concise snippets of data over lengthy text. Have your financial statements kept up

Earlier today, it was announced by Massachusetts government leaders that the state income tax filing deadline has been officially extended to July 15, 2020 for filing federal individual income taxes.  We encourage you to read

The IRS and the U.S. Treasury Department have been making a series of announcements to provide tax relief in the wake of the coronavirus (COVID-19) pandemic. After previously announcing that taxpayers could defer making federal

President Trump has signed into law the Families First Coronavirus Response Act. Among other things, the new law temporarily requires certain employers to provide expanded paid sick and family leave for employees affected by the

U.S. Treasury Department Secretary Steven Mnuchin announced that the 2019 income tax filing deadline will be moved to July 15, 2020 from April 15, 2020, because of the coronavirus (COVID-19) outbreak. At President Trump’s direction,

We are constantly monitoring the federal government’s response to the coronavirus with respect to April 15th tax filings and payments. Here is what we currently know: For individuals, payments up to $1 million can be

As the news continues to evolve regarding COVID-19, we wanted to connect with you in an effort to keep you abreast of the changes. Earlier today, Treasury Secretary Steven Mnuchin announced that taxpayers who owe a payment to the

Several arms of the federal government have taken, or are weighing, significant steps to help the country deal with the spread of the coronavirus (COVID-19) and the implications for individuals and businesses. On March 14,