GRAY EQUITY MANAGEMENT, LLC PROVIDES WEALTH MANAGEMENT SERVICES THAT CAN HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR FAMILY, FOR NOW AND IN THE FUTURE. WHERE PROMISES ARE KEPT. GRAY EQUITY MANAGEMENT, LLC PROVIDES FINANCIAL PLANNING AND ASSET MANAGEMENT SERVICES TO HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR […]
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
Mitigating the Stress and Risk of Medicaid Costs Read More »
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
How Soon Can Your Child or Grandchild Start Saving for Retirement? Read More »
Gray, Gray & Gray is pleased to present the results of our 2017 Energy Industry Survey! Please complete the brief form below to access a PDF of the results with BONUS trends report.
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
What is Missing from Your Estate Plan? Read More »
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
New State Income Tax ID Now Required in Massachusetts Read More »
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
Are Millennial Women Saving Enough for Retirement? Read More »
When Is Social Security Income Taxable?The answer depends on your income.Presented by Gray Equity Management, LLC Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable
When Is Social Security Income Taxable? Read More »
Research & Development Credits are not just for scientists and software developers By Bradford G. Carlson; Paul J. Gerry, Jr., CPA, PFS; Martin E. Prendergast; Karen G. Timmermans, CPAGray, Gray & Gray, LLP If you think the Research & Development Tax Credits offered by the federal government are just for high technology, life sciences or computer
Does Your Architectural or Engineering Firm Qualify for R&D Tax Credits? Read More »
Tell Your Beneficiaries About Your Accounts and PoliciesLet them know how they will receive retirement assets and insurance benefits.Presented by Gray Equity Management, LLC Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate
Tell Your Beneficiaries About Your Accounts and Policies Read More »