November 29, 2018 | Estate Planning

Year End Estate and Gift Tax Planning Considerations and Opportunities 2018

As the New Year approaches, there are a number of planning techniques that individuals should consider implementing before December 31, and after the first of the year, to take advantage of estate and gift tax savings opportunities. Gifts to Individuals Individuals may limit the growth of their taxable estates by making annual lifetime gifts. The... More
November 27, 2018 | Corporate Law

Year End Business Priorities 

With the close of the calendar year fast approaching, it is a good time to address year end issues and plan for 2019. The following is a streamlined year end checklist: Confirm compliance with the Affordable Care Act. Despite mixed signals from Washington, companies need to make the required filings to remain in good standing.... More
October 25, 2018 | Corporate Law

Proper Treatment of Workers as Independent Contractor versus Employee is Critical

In Massachusetts, it is crucial to properly determine if a worker is an employee or an independent contractor of the employer. If a worker is not properly classified by the employer, it may cause the employer and the directing officers to incur substantial civil penalties and potentially criminal penalties. An employer cannot classify a worker... More
October 25, 2018 | Elder Law

How to Claim Unclaimed Property

Nothing beats the joy of finding five dollars in an old pair of pants. Imagine finding $250 or $10,000. Given the amount of abandoned property in the United States (bank accounts, stocks, etc.), “found money” is a real possibility. The increase in abandoned property may be due to our increasingly mobile society, fewer people having... More