Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

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savings, funds, money

The SECURE ACT Eliminates “Stretch” Distributions for Certain Beneficiaries and Impacts Estate Planning

Estates, Trusts • By Eileen Y. Lee Breger • January 22, 2020

SECURE ACT: “Stretch IRA” Rules Change in 2020

Retirement, Taxes • By Katherine R. Dorval • January 15, 2020

U.S. Supreme Court Limits the Ability of States to Tax Out-of-State Trusts

Taxes, Trusts • By Anthony J. Dragga • December 19, 2019

SECURE ACT: Foreseeable Change in ‘Stretch IRA’ Distribution Rules

Estates, Retirement, Taxes • By Katherine R. Dorval • December 9, 2019

IRS Guidance Issued for Rental Real Estate and the QBI Deduction

Real Estate, Taxes • By Scott C. Cashman • November 21, 2019

Tim Monahan to Present ACTION Innovation Network Webinar on Doing Business in the U.S.

Financial, Taxes • By Timothy C. Monahan • November 21, 2019

Will Your Trust Assets Be Protected If Your Child Gets Divorced?

Estates, Trusts • By Katherine R. Dorval • November 14, 2019

John Shoro Quoted in Forbes’ “IRS Announces Higher Estate and Gift Tax Limits For 2020”

Estates, Financial, Taxes • By John F. Shoro • November 7, 2019

Heading South for the Winter? Tips for Establishing Domicile in Florida

Estates, Taxes • By Anthony J. Dragga • October 9, 2019

Clock Is Ticking on Opportunity Zones for Tax Year 2019

Taxes • By Christopher R. Rock and Jon S. Barooshian • October 7, 2019

Business owner, bonus depreciation, taxes

New Payroll Tax Hits Massachusetts Workers

Financial, Taxes • By Scott C. Cashman • October 3, 2019

estate and tax planning

Using an IDGT in Succession Planning in Closely-Held Businesses

Family Business, Taxes, Trusts • By Eileen Y. Lee Breger • September 23, 2019