Job Description: Preparing federal and state tax returns for individuals, corporations, estates, coordinating with clients to obtain needed tax preparation information and...
Tax and Financial Advisor Job Opening
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Updates & Insights
Bulletins
IRS extends IRA Contributions Deadline to May 17
The IRS announced on March 29 that IRA and other retirement contributions which were due April 15, are now extended to May 17. IRS Announcement This announcement follows the...
MA DOR Extends Individual Tax Return Deadline to May 17
Happy Spring! As a follow-up to the IRS announcement about the tax deadline being extended, the Massachusetts Department of Revenue has issued the same change. For...
Newsletter: May 2021
76 degrees, lovely strong breeze... New England springtime is peak enjoyment (and its real estate market agrees). This Month's Theme: Real Estate If you...
Newsletter: April 2021
This month: Congratulations to Knight Colman, CFP®! Covid's Impact on Tourism & Current State of Travel Restrictions Vaccine Cards Inner Money Map: Considering...
Newsletter: March 2021
Lake Nagog, adjacent to Colman Knight office in Acton, MA, on March 17, at 5:30PM. Evenings are longer and ice is melting! This month: Vanishing Bank Branches Tax...
Market Updates
Bizarro World, Bad News is Good News
Another Jobs Report miss, and another great day in the market, come find out why! In this video Rich and Knight talk about the May jobs report, the Fed stopping corporate...
Calm Week in the Market
The market rose 1.16% this week, come find out why. In this video Rich and Knight talk about the positive economic indicators they have been seeing in the market. They also...
Crypto Liquidity Crisis Leads to Mini Market Sell-Off
The market had a swift 2% sell-off on Tuesday that was related to the crypto market falling 30%, find out what happened. In this video Rich and Knight talk about the massive...
A Rich Blog
The IP Case of the 21st Century –
IRS vs. The Estate of Michael Jackson For many reasons, the Michael Jackson estate tax case will affect us all. First, it is one of the first Intellectual Property...
The Many Myths Swirling Around Retirement Planning
I am always amazed about the dire perspective many professionals take concerning Americans’ retirement resources. They sternly warn that Americans are truly unprepared when...
COVID-19 and Our Economy: An Update
The real effects of Covid-19 on our economy started only in March. We are about to receive some trustworthy numbers from the government that will allow us to measure the...
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