News and Events

The Cambridge Community Foundation’s Professional Advisors Council is a group of investment, tax, and estate planning professionals who offer their expertise to the foundation’s work with the greater... Read more

Creating a strategic and forward-thinking tax plan is critical for every individual and business. It's the most effective way to ensure you are well-positioned in 2021 and beyond. Read more

Laura will discuss the specifics of qualified small business stock (QSBS), IRC Section 1202, such as entity formation, debt to equity conversions, and gifting and state tax planning. Read more

The PAC counsels The Boston Foundation as they establish, develop and maintain strong working relationships with the members of Greater Boston’s advisor community. Read more

Employees permanently switching to remote work create major tax implications for themselves and their businesses. Read more

DGC's experts provided attendees with a detailed overview of the Biden tax proposals and answered some commonly asked questions we have received from clients. Read more

This is Richelle’s second term as BEPC Treasurer. Founded in 1930, BEPC is one of the oldest and largest estate planning councils in the country. Read more

Now is the time to formulate a strategic and forward-thinking tax plan to ensure you are well-positioned in tax year 2020 and beyond. Read more

Laura will be joined by fellow panelist Gerald Baker of Boston Private Bank and Trust Company for a discussion about fiduciary considerations for administering and investing trust assets in volatile... Read more

Panelists discussed how high lifetime gift exemptions coupled with lower asset values create a unique opportunity to leverage and efficiently transfer assets—and why now is the time to act! Read more