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Navigating Massachusetts Taxes after Relocation: Key Takeaways from Welch v. Commissioner of Revenue
July 17, 2025 | Blog | By Dina Sebrow, Tom J. Pagliarini, Quinn Hetrick, Benjamin Ferrucci
Many Massachusetts residents have recently considered taking, or have undertaken, steps to relocate from Massachusetts to jurisdictions with lower or no state income taxes, especially in light of the recently enacted 2023 Massachusetts “Millionaire’s Tax”. While such a move could offer significant tax advantages, a recent Massachusetts Appeals Court decision, Welch v. Commissioner of Revenue, could reshape how nonresidents are taxed on capital gains from stock sales, emphasizing where the value was earned over where it is recognized.
Understanding the One Big Beautiful Bill Act: Key Tax Changes for Business Owners and Estate Planning Clients
July 16, 2025 | Advisory | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan
This summary highlights provisions in the OBBBA that will impact estate, tax, and business planning strategies for business owners and high-net-worth individuals.
January 1, 2025 Deadline Is Fast Approaching for Compliance with the Corporate Transparency Act
October 29, 2024 | Advisory | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan
Read about compliance deadlines associated with the Corporate Transparency Act (CTA), types of entities subject to CTA reporting requirements, information required in a BOI report, and filing requirements for BOI reports.
RIA Succession Planning: Economic, Legal and Regulatory Considerations for Transitions and Exits
December 14, 2023 | Webinar
Compliance with the Corporate Transparency Act Necessary for Many Estate Planning Clients
December 13, 2023 | Alert | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan
In this alert, we discuss the reporting entities, information to be reported, ongoing reporting requirements, and additional considerations applicable to estate planning clients.
Estate Tax Changes Included in New Massachusetts Tax Relief Package
October 6, 2023 | Alert | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan
Read about a Massachusetts tax relief package recently signed into law, which subjects only estate assets above $2 million to state-level estate tax and makes several changes to Massachusetts income tax laws.
House Democrats Weigh Major Tax Changes for Businesses, Funds, and Individuals
October 12, 2021 | Alert | By Gregg M. Benson, Anthony DeMaio
Family Gift Planning — Perhaps the Best Time Is Now
October 19, 2020 | Advisory | By Peter Miller, Kurt Steinkrauss, Susan Kealy, Alison Glover, Quinn Hetrick
Land of Tax Opportunity Zones II
May 1, 2019 | Alert | By David Salamon
Land of Tax Opportunity Zones
October 31, 2018 | Alert | By David Salamon
Favorable Changes to Estate, Gift and GST Tax Laws Under the Tax Cuts and Jobs Act
February 1, 2018 | Advisory | By Peter Miller, Kurt Steinkrauss, Susan Kealy, Alison Glover, Quinn Hetrick
For closely held companies: Is there, or will there soon be, a significant lender in your life?
April 24, 2017 | Alert | By Joseph Price
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