Articles

Articles

Changes to Lease Accounting Proving to Be More Complex Than Anticipated

Articles, General, News & Events, Real Estate, Resources / By

The deadline to implement major changes in the way leases are treated for accounting purposes may appear to be well in the future:  late 2019 for publicly traded companies, and January 1, 2020 for privately held companies and non-profits. But accounting professionals are discovering that the work necessary to make the transition is significantly more […]

Changes to Lease Accounting Proving to Be More Complex Than Anticipated Read More »

Articles

Landmark Case on Fiduciary Role in 401(k) Plans

Articles, Employee Benefit Plan Audits, News & Events, Resources / By

On August 16, after a nearly ten year journey through the courts, the U.S. District Court for the Central District of California reversed an earlier decision on a landmark case and ruled that plan fiduciaries continue to have responsibility for employee benefit plans (such as 401(k) plans) even after initial investment decisions have been made.

Landmark Case on Fiduciary Role in 401(k) Plans Read More »

Articles

Red Hot Tax Tips for a Red Hot Real Estate Market

Articles, Featured Events, News & Events, Real Estate, Resources / By

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

Red Hot Tax Tips for a Red Hot Real Estate Market Read More »

Articles

Substantive Consolidation in Bankruptcy

Articles, News & Events, Real Estate, Resources / By

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

Substantive Consolidation in Bankruptcy Read More »

Articles

Mitigating the Stress and Risk of Medicaid Costs

Articles, Featured Events, News & Events, Resources / By

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 »

Articles

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

Articles, Featured Events, News & Events, Resources / By

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 »

Articles

What is Missing from Your Estate Plan?

Articles, Featured Events, News & Events, Resources, Succession Planning / By

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 »

Articles

New State Income Tax ID Now Required in Massachusetts

Articles, Featured Events, News & Events, Resources, State & Local Tax Services / By

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 »

Start typing and press enter to search

Scroll to Top