Client Portal

Strategy at Work

Stay Up To Date With Our Customized Newsletters

Telecommuting Can be Taxing

by: Carolyn Bourgoin, CPA In response to the COVID-19 pandemic and the related public health concerns,…

CARES Act Provides Tax Planning Opportunities Including Net Operating Loss Rules and QIP Changes

by: Lisa White, CPA is a Manager at the Holyoke based accounting firm, Meyers Brothers Kalicka,…

The Spousal Lifetime Access Trust

Uncertain economic times call for flexibility One of the many lessons resulting from the COVID-19 pandemic…

Classifying Workers as Employees or Independent Contractors

When bringing back workers, follow the rules Part of your entrance into the “new normal” may…

Year-End Tax Planning for Investors

For investors, 2020 has been marked by volatility and uncertainty. As we approach the end of…

Physician Compensation – And COVID-19

By: James T. Krupienski, CPAPartner When your medical practice was formed, many agreements were voted on,…

Economic Impact Payment Issues? The TAS May Be Able to Help

As part of the CARES Act, the IRS is making Economic Impact Payments (EIP) to certain…

Special Needs Trusts

by: Dawn Badorini, MST There are various trusts that can be used to provide for a…

IRS is Mailing Backlogged Notices, Some Which Reflect Expired Action Dates.

The IRS generated over 20 million notices during the shutdown, but they were never mailed. As…