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Red Hot Tax Tips for a Red Hot Real Estate Market

Drive down almost any street in Greater Boston and across eastern New England and you are almost guaranteed to see “For Sale” signs sprouting like late summer weeds. The real estate market in our region is among the most active in the country, with eager buyers lining up to snap up a home inventory that […]

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Virtual Learning Course – Track 108: Communication & Motivation Part II

https://www.youtube.com/embed/E2S6nEOti98 This session is a deeper dive into Track 104: Communication & Motivation where attendees learned how to communicate like a leader by responding effectively, understanding the frameworks from which we communicate and coming from a place of solution.  We’ll provide a refresher on these concepts and expand upon them to include the 3 Pillars

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Substantive Consolidation in Bankruptcy

By Michael D. Koppel, CPA, PFS, CITP, MBARetired Partner at Gray, Gray & Gray, LLP People who own multiple businesses are often advised to keep them as separate entities for legal and financial reasons. The same advice applies to companies that set up separate entities for real estate ownership purposes. Separation is an important way

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Mitigating the Stress and Risk of Medicaid Costs

By Michael D. Koppel, CPA, PFS, CITP, MBARetired Partner at Gray, Gray & Gray As we grow older, many fear being in a nursing home or, even worse, in a locked Alzheimer’s unit.  While these situations can be extremely difficult for both the individual and his/her family, there is another major consideration weighing on most

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How Soon Can Your Child or Grandchild Start Saving for Retirement?

By Michael D. Koppel, CPA, PFS, CITP, MBARetired Partner at Gray, Gray & Gray School’s out!  What are your children (or grandchildren) doing during their summer vacation? Going to camp? Hanging around with friends? How about beginning to plan for retirement? Retirement for the younger set may be 50 years or more away. But they

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What is Missing from Your Estate Plan?

If you have taken the step of creating an estate plan to help ensure your financial wishes are carried out, congratulations. You are well ahead of most people in this country. Forbes magazine reports that 51 percent of Americans age 55 to 64 don’t even have wills, much less estate plans. But no estate plan

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New State Income Tax ID Now Required in Massachusetts

A little over a year ago (December 2015) the Massachusetts Department of Revenue (DOR) issued businesses in the state with new State Income Tax Withholding ID numbers. Previously, the number used was the same as the business’ federal tax identification number. During 2016 the DOR accepted both the new and old numbers for payroll withholding

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Are Millennial Women Saving Enough for Retirement?

Are Millennial Women Saving Enough for Retirement?The available data is more encouraging than discouraging.Presented by Gray Equity Management, LLC Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared for; and rent or home loan payments may need to be

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