Multi-generation family sitting on wall

Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

Blog

Calculator that says "help" sitting on a tax form

Made a Mistake on Your Tax Return? What to Do if You Filed Incorrectly

Taxes • April 22, 2025

Checking off a checklist on a clipboard.

Do the Retirement Plan Provisions in Your Trust Still Align with Your Estate Planning Goals Following Updates to the SECURE Act?

Estate Planning, Trusts • March 3, 2025

Exterior of a newly built craftsman-style home

Save on Your Energy Bill and Income Taxes

Tax Credits, Taxes • January 21, 2025

tax form with calculator, money and pen

Major 2024 Changes for Individual Massachusetts Taxpayers

Taxes • January 17, 2025

Person meeting with clients

10 Reasons Why You Should Make Estate Planning Your New Year’s Resolution

Estate Planning, Estate Taxes • December 30, 2024

person holding money

Annual Exclusion Gifting

Gifting, Taxes • December 17, 2024

retirement plan

IRS Issues Updates to Retirement Plan Rules under SECURE Act 2.0

Required Minimum Distributions, Retirement • December 17, 2024

Person holding mobile phone

Transitional Delay – Increased Reporting to the IRS for PayPal, Venmo, Third-Party Payment Networks – Threshold $5,000 for 2024

Taxes • December 16, 2024

Person using a calculator with charts scattered across their desk.

Massachusetts Estate Tax and Out-of-State Property

Estate Taxes • December 9, 2024

Close-up dictionary definition of the word donate.

2024 Year-End Charitable Giving and IRA Qualified Charitable Distributions

Charitable Contributions • December 3, 2024

Wooden blocks increasing in size, depicting inflation

Increase in 2025 Estate Exemption – IRS Issues 2025 Inflation Adjustments

Taxes • November 20, 2024

U.S. Individual Income Tax Returns with a small house on it next to a calculator

Massachusetts Increases Senior Circuit Breaker Tax Credit

Tax Credits • November 8, 2024