“Swifties” to the Rescue

Market Update for the Quarter EndingDecember 31, 2023 It appears that The Federal Reserve is just about done raising short-term interest rates. We entered 2023 with the Fed in the midst of the most aggressive interest rate hiking cycle of the last 40 years after...

Is an ESOP Right for Your Business?

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan trust that purchases the current sharesholders’ stock at fair market value. This plan is designed to provide employees with an ownership stake in the company and align their interests and goals...

Is Your Business Ready? Are You?

Exit Planning goes far beyond the concept of leaving the business. It addresses various issues that can positively affect the business’ value, cash flow, and overall operational performance. Even if you aren’t ready for a future outside your business just yet, taking...

Tax Alert – House Bill 4104

Massachusetts Governor Maura Healey recently signed House Bill 4104, a historic tax relief package titled, “An Act to improve the Commonwealth’s competitiveness, affordability, and equity.” This tax package encompasses a wide range of relief for families, businesses,...