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Don’t Tax Yourself

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

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retirement plan

Important Provisions from SECURE Act 2.0 for Individuals and Nonprofits

Retirement, Taxes • By Eileen Y. Lee Breger • March 21, 2023

Cryptocurrency

Gift and Estate Tax Considerations for Crypto Assets

Estates, Taxes • By Eileen Y. Lee Breger • June 8, 2022

Eileen Lee Breger

Eileen Lee Breger Writes “10 Things I know about … Protecting your family’s money” for the Worcester Business Journal

Estates • By Eileen Y. Lee Breger • March 8, 2022

Cryptocurrency

The Importance of Disclosing and Transferring Crypto Assets in Your Estate Plan

Estates • By Eileen Y. Lee Breger • March 2, 2022

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10 Reasons to Review Your Current Estate Plan

Estates • By Eileen Y. Lee Breger • November 1, 2021

Two men sitting at a table with documents, a tablet, and a calculator discussing a document in one of the man’s hands.

Impact of House Ways and Means Tax Proposals for Trusts, Estates, and Retirement Accounts

Estates, Retirement, Trusts • By Eileen Y. Lee Breger and Sandra F. O'Neill • September 29, 2021

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Extension of CARES Act Incentives Relating to Charitable Giving: Planning with a Charitable Unitrust Remainder (CRUT)

COVID-19 Resources, Gifting • By Eileen Y. Lee Breger • August 20, 2021

Close-up dictionary definition of the word donate.

Maximizing End-of-Year Charitable Giving

Gifting • By Eileen Y. Lee Breger • December 1, 2020

Covid-19 E-Alert

Protecting Pets During the COVID-19 Pandemic

COVID-19 Resources, Trusts • By Eileen Y. Lee Breger • July 28, 2020

Covid-19 E-Alert

The CARES Act Has Passed – Highlights for Individual Taxpayers

Taxes • By Eileen Y. Lee Breger • April 2, 2020

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Reinvigorating the Estate Tax System: Proposals from the 2020 Democratic Presidential Candidates

Estates • By Eileen Y. Lee Breger • January 27, 2020

Money in a glass jar

The SECURE ACT Eliminates “Stretch” Distributions for Certain Beneficiaries and Impacts Estate Planning

Estates, Trusts • By Eileen Y. Lee Breger • January 22, 2020