At the 2018 University of Miami’s Heckerling Institute, Trevor Potter, of the Campaign Legal Center in Washington, D.C., discussed how Sec. 501(c)(4) tax exempt organizations are being used to finance political campaigns. Sec. 501(c)(4) applies to “civic leagues or organizations not organized for profit but are operated exclusively for the promotion of social welfare… and… Read More »
Posts Categorized: Uncategorized
Changes to Federal Income Taxes under TCJA
The new tax law that went into effect on January 1, 2018 is known as the “Tax Cuts and Jobs Act” (“TCJA”), or Reconciliation Act of 2017, or 2017 Tax Act. The following will provide a brief overview of income tax changes under TCJA. The following is not all-encompassing and should not be relied on… Read More »
History of Needham: Film Screening and Panel Discussion
The decision to move into a senior living community is a big step for retirees and their families. Get the answers you’re looking for from our panel of experts specializing in senior services. This event, will consist of a short film screening and panel discussion to follow. Our panel of experts includes: Audrey Zabin, M.ED.,… Read More »
Guest Blogger- Lorry Sorgman, EA, MST, USTCP, Owner of Small Business Accounting Services
HOME MORTGAGE INTEREST: HOW MUCH IS DEDUCTIBLE? Many who have purchased homes and owned them for ten or twenty years are often surprised by the amount of equity that has increased over time. I know a client who purchased a three family home in Jamaica Plain, MA, in 1976 for $15,500. In 2004, when they went… Read More »
Managing the Puzzles of Alzheimer’s/Dementia
How do we all, as onlookers, family, caretakers and friends, manage the symptoms and improve the quality of life for those enduring this terrible malady? We are presented with so many puzzles presented to us who are bearing witness. We want to solve these puzzles and improve life for all those touched by this disease. … Read More »
Let’s Pay Bills & More
Anne Fitzpatrick-Neu on “Let’s Pay Bills & More,” why she, trained as a social worker, helps people pay their bills – as well as manage their money, prepare for taxes, and enjoy life! O’Connell Law Lunch & Learn Series, January 25, 2017 Anne Fitzpatrick-Neu’s presentation attracted and engaged an audience of professionals eager to… Read More »
Tips for Selecting an Executor for Your Estate
Your executor, now called a personal representative in Massachusetts, is the individual responsible for settling any debts that you have, paying any taxes associated with your estate, and carrying out the instructions you lay out in your will. There are three recommended traits that you need to consider when selecting the right personal representative for… Read More »
Book Review: Me Before You
Some novels are designed merely to entertain. Others shed light on the human con-dition and, particularly, how we face challenges, such as disability and death. JoJo Moyes’ novel1 artfully presents the narrowing choices faced by a once vibrant “king of the world” (born to wealth and all the privileges that accords, gifted in other ways,… Read More »