Multi-generation family sitting on wall

Don’t Tax Yourself

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

Blog

Woman at a table with her laptop, calculator, phone, notebook, charts, and a cup of coffee.

Consolidated Appropriations Act Clarifies CARES Act Tax Measures and Adds New Provisions

COVID-19 Resources, Taxes • January 21, 2021

Top-down view of employees working together with laptops, smartphones, and charts.

Sandra O’Neill writes “Uncertainty Ahead: Rethinking Business Tax Planning” for Financial Advisor Magazine

COVID-19 Resources, Taxes • December 21, 2020

Two wedding rings on a stack of money.

When to Take Advantage of a Spousal Lifetime Access Trust (SLAT)

COVID-19 Resources, Trusts • November 24, 2020

Person using a calculator with charts scattered across their desk.

IRS and Treasury Updated Guidance on Deductibility of Expenses Paid for with PPP Loan Proceeds

Celebrity / Current Events, Taxes • November 23, 2020

Calculator and pen on a paper where someone was calculating budget with the words "can we do this?" written on the bottom.

Trust & Estate Planning in a Unique Year (Webinar)

COVID-19 Resources, Estates, Trusts • October 8, 2020

Money getting washed down the drain.

A Trap for the Unwary – IRS Denies Deductions for Expenses Paid with Forgiven PPP Loans

COVID-19 Resources, Taxes • September 3, 2020

Money in a glass jar

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

COVID-19 Resources, Financial, Taxes • August 12, 2020

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Rebecca MacGregor quoted in Forbes’ “Need A Loan? Tax Rules Now Let You Borrow From Family At Ultra Low Interest Rates”

Family Business, Financial • August 6, 2020

Covid-19 E-Alert

Protecting Pets During the COVID-19 Pandemic

COVID-19 Resources, Trusts • July 28, 2020

Bowditch Legal Podcasts: Overlooked Estate Planning Tools

COVID-19 Resources, Estates • June 22, 2020

Close-up side-view of hands typing on a laptop.

Home Office Deductions During Coronavirus

Benefits, COVID-19 Resources • June 15, 2020

Bowditch Legal Podcasts: Business Planning and Investment Changes Due to COVID-19

COVID-19 Resources, Taxes • June 8, 2020