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Don’t Tax Yourself

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

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Annual Exclusion Gifting

Gifting, Taxes • December 17, 2024

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IRS Issues Updates to Retirement Plan Rules under SECURE Act 2.0

Required Minimum Distributions, Retirement • December 17, 2024

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Transitional Delay – Increased Reporting to the IRS for PayPal, Venmo, Third-Party Payment Networks – Threshold $5,000 for 2024

Taxes • December 16, 2024

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Massachusetts Estate Tax and Out-of-State Property

Estate Taxes • December 9, 2024

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2024 Year-End Charitable Giving and IRA Qualified Charitable Distributions

Charitable Contributions • December 3, 2024

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Increase in 2025 Estate Exemption – IRS Issues 2025 Inflation Adjustments

Taxes • November 20, 2024

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Massachusetts Increases Senior Circuit Breaker Tax Credit

Tax Credits • November 8, 2024

Creating an Ethical Will to Pass Down Your Values and Memories

Wills • October 7, 2024

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Massachusetts Tax Amnesty Announced

Taxes • October 4, 2024

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Fox and Family? Lessons from the Murdoch Family Trust

Trusts • October 1, 2024

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Death and Taxes – Deceased Taxpayers Still Waiting for Tax Refunds

Estates, Taxes • August 21, 2024

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Key Estate Planning Adjustments to Make After Your Spouse Passes Away

Estate Planning • August 19, 2024