Individual taxpayers, trustees, executors and managing partners of family partner- ships all seek our counsel to implement strategies that reduce tax liabilities and conserve cash flow.
Our team comprises attorneys, Certified Public Accountants, Enrolled Agents and Certified Financial Planners® who are adept at representing taxpayers in front of taxing authorities and resolving controversies efficiently.
We prepare federal, state and local income tax returns; respond to audits and other inquiries from taxing agencies; and help clients maintain detailed tax records for assets such as real estate and marketable security investments.
Constantly monitoring new developments, laws, rulings and cases, on both a federal and state level, we design and implement plans that incorporate optimal tax-minimizing strategies.
Being able to analyze factual situations and develop multi-year tax projections is critical for comprehensive tax planning. We understand, utilize and exploit the critical differences between the income tax and estate tax regimes.
ThinkAdvisor | January 09, 2018
ThinkAdvisor published a write-up on estate tax changes based on the client alert written by Boston private clients counsel Sarah Richards, associate Sarah Roscioli, and paralegal Mary-Benham Nygren.
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