Successor Beneficiaries: Navigating the Complexities of Inherited IRAs
How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.
Tax Savings Strategies for Self-Employed Professionals: Solo 401(k) and Defined Benefit Plans
Households earning $500K–$600K could face an effective federal tax rate of 45% in 2025 under the new OBBBA rules. Learn how self-employed professionals can protect their deductions—and their wallets—using smart tax planning strategies like solo 401(k)s, defined benefit plans, and income timing.
Maximize Your Retirement Savings: Mega Back Door Roth Conversions
If you have extra funds available for retirement, a Mega Backdoor Roth conversion is an excellent way to grow your savings tax-free. This strategy allows individuals to make "after-tax" contributions to their 401(k) or 403(b) beyond the usual contribution limits, which can then be converted into a Roth account tax-free.
Tax Season FAQs
The most common tax season questions that we receive from our clients each year.
The Complete Guide to HSA Accounts: Everything You Need to Know
It all begins with an idea.
Understanding the Benefits of Qualified Charitable Distributions - QCDs
It all begins with an idea.
The Ultimate Guide To Generating Investment Income In Retirement
It all begins with an idea.