Nick Forgione

Nick Forgione is a Certified Public Accountant and holds a Master’s Degree in Accounting from the University of Massachusetts Amherst. As Accountant with Sachetta, LLC Nick works with individual taxation and wealth management clients.

3 min read

Investment Planning for Millennials: 5 Questions to Consider

Picture of Nick Forgione Nick Forgione: Aug 21, 2024

It shouldn't surprise anyone that millennials tend to approach investment planning differently than their parents and grandparents. A recent Bank of Americasurvey ofhigh-wealth individuals demonstrates radical differences between investors of...

Investment Planning
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A wedding party toasts a bride and groom at an outdoor reception. Newlywed couples should learn about the marriage tax penalty and how to plan for it.

3 min read

Marriage Tax Penalty: What High-Income Couples Need to Know

Picture of Nick Forgione Nick Forgione: Sep 27, 2023

While every new marriage looks different, many newly-married couples have one thing in common:...

Accounting and Tax
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A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions

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What Kind of Assets Make the Best Charitable Contributions?

Picture of Nick Forgione Nick Forgione: Mar 10, 2023

Everyone has their own reasons for choosing the organizations they support with charitable...

Financial Planning
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Group of friends with skis and snowboards smile in front of a small wooden house. Capital gains rate.

3 min read

Capital Gains Rate Changes to Expect in 2023 and Beyond

Picture of Nick Forgione Nick Forgione: Jan 18, 2023

Maybe 2023 is the year you finally sell your home and downsize to a condo at the beach. Maybe...

Financial Planning
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