Advisor & Client Alert Archive

• Good News! Large Gifts Won’t Come Back to Haunt You – December 2019
• Beware the Special Asset Protection Trap in Divorce – June 2019
• Is Your Homestead Declaration So Last Season? – May 2019
• Not All Elections Are Political – April 2019
• Karen L. Witherell Named Partner – April 2019
• Make it your Business to Know Your Client’s Business.  It Could Lead to a Massachusetts Estate Tax Deduction – February 2019
• So Where is Great Grandma Buried?  Locating Long Lost Deceased Relatives – January 2019
• U.S. Real Estate – Buy, Sell, Hold, or Gift It? – October 2018
• Hold on to your Gain – Qualified Opportunity Zones – July 2018
• Should my Cryptocurrency be Reported on the FBAR?  Maybe! – May 2018
• Entity Operating Documents Need an Overhaul in Light of New Partnership Audit Rules – April 2018
• Risk Management Audit – February 2018
• Pocket Guide to the Tax Cuts & Jobs Act (or How I Learned to Stop Worrying & Love the Tax Code -or Not!) – January 2018
• New Hampshire has Repealed the Qualified Dispositions in Trust Act. Now What? – January 2018
• Email Account Found Accessible to Clients Personal Representatives – December 2017
• Before Leaving the Country – Get Your Sailing Permit – August 2017
• Fair Share Amendment – June 2017
• New Procedures for Foreign Reporting – February 2, 2017
• Don’t Let the IRS Ruin Your Client’s Vacation! – July 7, 2016

• Update: Extension Interim Relief for Stepped-Up Basis Reporting – August 26, 2015
• Big Changes for Stepped-Up Basis under § 1040 – August 14, 2015
• Update: BE-10 for Foreign Assets – June 29, 2015
• Form BE-10 for Foreign Assets – June 19, 2015
• Life Insurance & Asset Protection – May 13, 2015