Our Financial Blog
Latest News & Updates
MA DOR – Letter of Assessment
Heads Up! We have learned that the MA DOR seems to be actively sending out more of their Letters of Assessment. This could be Covid related since...
IRS Notice 1444 (EIP)
Keep Your 2020 Economic Impact Payment notice with other tax records People who received an Economic Impact Payment this year (2020) should...
When Can I Be Vaccinated
Learn where you will fit into the COVID-19 vaccine distribution timeline. The Baker-Polito Administration and the Department of Public Health...
Covid-19 Distributions
If the Caronavirus has had negative effects on your finances, temporary changes to the rules under the CARES Act may give you more flexibility to...
Seniors Helping Seniors 2
Going Alone to Medical Appointments May Be Dangerous to Your Health? Here’s a chapter out of Anne’s relationship with Joe and Elaine of...
Senior Circuit Breaker (CB) Tax Credit – 2020
Senior Circuit Breaker Tax Credit Certain seniors who own or rent residential property as their principal residence are eligible for a refundable...
Above the Line Charitable Deduction
One of the CARES Act updates impacts allowable charitable cash contributions for Standard Deduction filers. The deduction of charitable...
Reminder: Massachusetts UI is Taxable Income
If you received, or are currently receiving unemployment compensation, it is important to know that unemployment compensation is taxable. By law,...
Will you Be Penalized for Under Withholding Taxes?
Many taxpayers have gone from receiving a large refund in 2018 to owing the IRS more than $1,000 on their 2019 returns! Did you know the IRS can...
Case Study: Person in Need
Thank you for everything you've ever done for me. Case Study: A Senior in Need 2019 was a very interesting and eye opening experience for us. Joe...