Author: Darcy M. Hamilton

Annual Exclusion Gifting

Gifting, Taxes • December 17, 2024

IRS Issues Updates to Retirement Plan Rules under SECURE Act 2.0

Required Minimum Distributions, Retirement • December 17, 2024

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

Taxes • December 16, 2024

Person using a calculator with charts scattered across their desk.

Massachusetts Estate Tax and Out-of-State Property

Estate Taxes • December 9, 2024

Close-up dictionary definition of the word donate.

2024 Year-End Charitable Giving and IRA Qualified Charitable Distributions

Charitable Contributions • December 3, 2024

Wooden blocks increasing in size, depicting inflation

Increase in 2025 Estate Exemption – IRS Issues 2025 Inflation Adjustments

Taxes • November 20, 2024

U.S. Individual Income Tax Returns with a small house on it next to a calculator

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

Massachusetts Tax Amnesty Announced

Taxes • October 4, 2024

Close Up Older Man Putting Signature On Legal Documents

Fox and Family? Lessons from the Murdoch Family Trust

Trusts • October 1, 2024

Tax return form and one hundred dollar bills

Death and Taxes – Deceased Taxpayers Still Waiting for Tax Refunds

Estates, Taxes • August 21, 2024

Checking off a checklist on a clipboard.

Key Estate Planning Adjustments to Make After Your Spouse Passes Away

Estate Planning • August 19, 2024

Don’t Tax Yourself

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

Blog

Author: Darcy M. Hamilton

Annual Exclusion Gifting

IRS Issues Updates to Retirement Plan Rules under SECURE Act 2.0

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

Massachusetts Estate Tax and Out-of-State Property

2024 Year-End Charitable Giving and IRA Qualified Charitable Distributions

Increase in 2025 Estate Exemption – IRS Issues 2025 Inflation Adjustments

Massachusetts Increases Senior Circuit Breaker Tax Credit

Creating an Ethical Will to Pass Down Your Values and Memories

Massachusetts Tax Amnesty Announced

Fox and Family? Lessons from the Murdoch Family Trust

Death and Taxes – Deceased Taxpayers Still Waiting for Tax Refunds

Key Estate Planning Adjustments to Make After Your Spouse Passes Away

Media Inquiries

Jennifer Irvine

Blog

Author: Darcy M. Hamilton

Media Inquiries

Jennifer Irvine

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