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Don’t Tax Yourself

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

Blog

Author: Scott C. Cashman

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Benefits of a Professional Trustee During the Great Generational Wealth Transfer

Trustees, Trusts • June 16, 2025

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Estate Planning Considerations for Individuals Using IVF with Cryopreserved Embryos

Estate Planning, In-Vitro Fertilization • May 20, 2025

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Income Tax and State Family Medical Leave Benefits

Taxes • May 13, 2025

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

Taxes • April 22, 2025

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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

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Save on Your Energy Bill and Income Taxes

Tax Credits, Taxes • January 21, 2025

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Major 2024 Changes for Individual Massachusetts Taxpayers

Taxes • January 17, 2025

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

Estate Planning, Estate Taxes • December 30, 2024

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Annual Exclusion Gifting

Gifting, Taxes • December 17, 2024

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IRS Issues Updates to Retirement Plan Rules under SECURE Act 2.0

Required Minimum Distributions, Retirement • December 17, 2024

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

Taxes • December 16, 2024

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Massachusetts Estate Tax and Out-of-State Property

Estate Taxes • December 9, 2024