Written by: David Bryant, CPA & Michael Cooper, CPA Estate planning has always been about looking ahead, but the landscape has shifted again. With the federal One Big Beautiful Bill Act (OBBBA) signed into law in 2025 and Massachusetts updating…
Treasury to Stop Issuing Paper Checks on September 30, 2025
Written by: David Bryant, CPA The White House on March 25, 2025, issued Executive Order 14247, “Modernizing Payments To and From America’s Bank Account.” The executive order states that effective September 30, 2025, to the extent permitted by law, the…
How the One Big Beautiful Bill Impacts Business Owners: A Strategic Overview
The One Big Beautiful Bill Act (OBBB), signed July 4, 2025, brings sweeping federal tax updates that will reshape your year-end planning. We’ve identified the provisions: bonus depreciation, Sec. 179 expensing, QBI deductions, new above-the-line breaks, and international rules that…
The One Big Beautiful Bill Becomes Law: A Detailed Tax Breakdown for 2025 and Beyond
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBB) into law, enacting one of the most comprehensive tax packages since the Tax Cuts and Jobs Act of 2017. The legislation introduces permanent structural reforms to…
The Tax Advantages of Inheriting a Home Over Gifting
Written by: David Bryant, CPA A common question, and one where many taxpayers often make mistakes, is whether it is better to receive a home as a gift or as an inheritance. Generally, from a tax perspective, it is more…
Massachusetts Enacts Corporate and Individual Tax Changes
On October 4, 2023, Massachusetts Gov. Maura Healy signed H. 4104 to enact numerous business and individual tax changes. The more significant changes include adopting single-sales-factor apportionment for all corporate taxpayers, changing the sourcing of financial institution receipts from investment and trading,…
Tax Impacts of Equity Compensation
Written by: David Bryant, CPA Have you received a job offer with an equity compensation package? Equity compensation can be an incredibly lucrative form of employment income, but it also may come with some unique tax consequences that should be…
Secure Act 2.0 Updates Retirement Plans Starting in 2023
The new Secure Act 2.0 legislation expands upon the Secure Act of 2019 with updates to retirement savings plans across the country. Here’s what you need to know. Automatic Enrollment Requirements Plan sponsors of 401(k) and 403(b) plans will be…
Exercising Stock Options? Here’s What to Expect from a Tax Perspective
Written by: David Bryant, CPA and Joe Bellante, CPA If you’ve been awarded stock options from your employer, it’s essential to understand the tax implications of exercising them. In this post, we’ll break down the tax implications of stock options…