Insights

By Katrina Arona August 4, 2025
Congratulations to the team for their dedication on sorting, organizing, and packaging 3,500 pounds of food for the Food Bank of Western Massachusetts Warehouse.
By Katrina Arona July 30, 2025
Accepting every donation may not always serve the nonprofit's best interest. Gifts from donors involved in illegal, unethical or controversial activities can potentially expose organizations to embarrassment and reputational damage.
By Katrina Arona July 28, 2025
Women are breaking barriers through passion, resilience, and commitment. Not just striving for the next opportunity, but are redefining what is possible.
By Katrina Arona July 25, 2025
“Nonprobate assets” bypass more traditional estate planning vehicles, such as a will or revocable trust. Instead, they’re transferred to family members through beneficiary designations.
By Katrina Arona July 22, 2025
Nonprofits that depend on federal government grants are probably dealing with a lot of uncertainty right now. But they may have options to replace lost revenue.
By Katrina Arona July 22, 2025
To handle their finances and file taxes, most small business owners must decide between two accounting methods: cash or accrual. This decision determines how and when income and expenses are reported, which can have a major effect on tax obligations and cash flow.
By Katrina Arona June 23, 2025
Tax Tip: Make sure you chose the correct ownership structure when buying a vacation home.
Estate Planning
By Katrina Arona June 18, 2025
Having a well-crafted estate plan can help ensure your wishes are carried out after your death, providing a peace of mind that your family will be taken care of as intended.
By Katrina Arona June 13, 2025
A Bed for Every Child's build a bed program took place at MBK on June 13th in collaboration with Charter Oak Financial Group and Colebrook.
Show More

Contact Us

Have a question? We’re here to help. Send us a message and we’ll be in touch.