by Ashley Agnew | Jan 16, 2024
Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
by Ashley Agnew | Dec 29, 2023
CNN Interviews Ashley on Financial Resolutions for 2024 December 29, 2023: With the 2024 right around the corner, a common conversation among friends and family involves which New Year’s resolutions will be topping the lists. Many popular annual goals involve...
by Ashley Agnew | Nov 7, 2023
Bond Market Update: Consequences and Opportunities November 7, 2023 by J.D. Wolfsberg: As the Federal Reserve has moved forward with its plan to lower inflation, interest rates have risen across the board. When the Fed began its rate-hiking campaign, bond markets...
by Ashley Agnew | Oct 13, 2023
What Residents Need to Know about the MA Tax Relief Bill October 13, 2023 The Massachusetts Tax Relief Bill has left many residents with questions surrounding what the true impact will be on their income and filing status. We asked Jonathan Hitter, CPA, MST, CGMA of...
by Ashley Agnew | Feb 28, 2023
Plan Ahead, and Reflect, to Save on Travel February 28, 2023: In our discussions with family, friends, clients, and colleagues, there is an ongoing theme that while still young in the year, many individuals and families have already found 2023 to be very busy and very...
by Ashley Agnew | Jan 27, 2023
Friendly Reminder: Online Safety During Tax Season March 24, 2023 We hope that this post finds our readers and their families well, and are excited as we are about the onset of spring. With the spring season also being tax season, we wanted to share a brief reminder...