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Stephen Sachetta: Sep 27, 2023
Given the thin profit margins and high failure rate of the restaurant industry, an owner needs to harness every available resource to build and maintain a thriving restaurant. An accounting professional experienced in advising restaurants can help...
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Nick Forgione: Sep 27, 2023
While every new marriage looks different, many newly-married couples have one thing in common: their tax planning needs change. High-income couples...
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Michael Callahan: Aug 17, 2023
Health savings accounts are prized by many for their short-term benefits. HSA contributions are tax-deductible, lowering your tax bill every year...
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Stephen Ahern: Aug 04, 2023
Learning to invest is much like learning a new language. A lot of people understand enough about how investing works to get by, but don’t have a deep...
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Stephen Ahern: Jul 11, 2023
This article outlines common complex estate-planning decisions, including how to transfer real estate to heirs, plan for long-term care (with notes...
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George Liakakis: Jul 11, 2023
Massachusetts consumers are already making plans to maximize the upcoming sales tax holiday. Massachusetts business owners should be doing the...
5 min read
Joseph Sachetta: Jul 11, 2023
If you’re nearing 65 and not ready to retire, you’re in good company. Currently, more than 10 million American workers are 65 or older. For...
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Jeffrey Aron: Jun 05, 2023
There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps you are considering gifting...
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Stephen Ahern: May 30, 2023
Retirement should be one of the least stressful periods of your life. You deserve to enjoy those years, not spend them pinching pennies and worrying...
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Eric Sachetta: May 15, 2023
2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic about your new cryptocurrency investment, you...