Published Articles


The Best Way to Leave Assets for Non-Spousal Heirs


Although very well-intentioned, qualified plans are not the best assets to plan on leaving behind to your non-spousal heirs. The problem stems from the fact that they may be subject to income and estate taxes upon their inheritance. Depending on your gross estate value and your state of residence, your qualified plans could be subject to federal estate tax, state death tax, and federal and state income taxes.

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IndUS Business Journal

IRS or Internet Scam: How You Can Tell the Difference

It’s that time of year again, and as we all prepare our taxes in the hope of a decent refund, Internet scam artists are looking for their share.

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Worcester Business Journal

Exiting Your Business: Strategies and Considerations

Like most closely-held business owners, the majority of your wealth is probably locked in the value of your business. So when it comes time to exit your business, there is no room for error. In order to make sure you are “covering all the bases”, there are several specific areas to consider to make your transition as smooth as possible.

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Demystifying Social Security: Up Close and Very Personal!

The Social Security Act was passed in 1935 as a safety net for senior citizens. At the time, during the Great Depression, the poverty rate of senior citizens exceeded 50 percent. Since then, it has been amended to encompass several social welfare and social insurance programs, such as Medicare and Medicaid. These programs cover workers in situations of retirement, disability, and death.

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