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Financial Planning for Every Stage of Your Life

2022 Record Retention Guide for Businesses and Individuals

2022 International Tax Guide: Taxation of U.S. Expats

January 10, 2022

2021 Year-End Tax Planning Guide for Individuals

November 30, 2021

2021 Year-End Tax Planning Guide for Businesses

November 30, 2021

The Biden Tax Plan - Real Estate Implications

August 16, 2021

KLR Wealth - Managing Your Money: A financial "to do list" for investors of all ages

August 16, 2021

A Guide to Doing Business in the U.S.

2021 International Tax Guide: Taxation of U.S. Expatriates

February 02, 2021

2020 Year-End Tax Planning Guide for Individuals

January 09, 2021

2020 Year-End Tax Planning Guide for Businesses

January 05, 2021

Technology in the New Normal: Maximizing Opportunities, Minimizing Risks

October 01, 2020

Trump vs. Biden: Face-Off on Federal Tax Issues

September 28, 2020

Updated 2020 Tax Deadlines for Businesses

Updated 2020 Tax Deadlines for Individuals

TCJA Post-Mortem Update for Individuals

2020 International Tax Guide: Taxation of U.S. Expatriates

February 27, 2020

TCJA Post-Mortem Update for Businesses

February 03, 2020

2019 Year-End Tax Planning Guide for Individuals

December 02, 2019

2019 Year-End Tax Planning Guide for Businesses

December 02, 2019

2019 Cybersecurity Update - Own IT, Secure IT, Protect IT

September 30, 2019

2019 Record Retention Guide for Businesses and Individuals

2019 Tax Deadline Calendar for Individuals

January 19, 2019

2019 Tax Deadline Calendar for Businesses

January 18, 2019

2018 Year-end Tax Planning Guide for Businesses

December 03, 2018

2018 Year-end Tax Planning Guide for Individuals

December 03, 2018

Managing Your Money: A Financial “To Do List” for Investors of All Ages

September 24, 2018

2018 Manufacturing Industry Outlook Report

2017 Year-end Tax Planning Guide for Businesses

November 30, 2017

2017 Year-end Tax Planning Guide for Individuals

November 30, 2017

CFOs: What Are Your Hot Buttons?

August 03, 2017

2017 Manufacturing Industry Outlook Report

How to Protect Your Home Computer From a Cyber Attack

2016 Year-end Tax Planning Guide for Businesses

December 11, 2016

2016 Year-end Tax Planning Guide for Individuals

November 30, 2016

Other Resources & Information

2018 Tax Deadline Calendar for Businesses
January 25, 2018
2018 Tax Deadline Calendar for Individuals
January 25, 2018
House and Senate Tax Reform Comparison Chart
December 13, 2017
The Parsonage Exclusion from Federal Income Tax: Everything You Need to Know
August 31, 2017
2017 Tax Deadlines for Individuals
February 23, 2017
2017 Tax Deadlines for Businesses
February 20, 2017
U.S. Tax Reform: Plan Comparison
February 10, 2017
New eBook: 2015 Tax Extenders
February 10, 2016
Accounting Policies and Procedures Manual
February 05, 2016
eBook: FASB’s Proposed Changes to Not-for-Profit Reporting
August 20, 2015
Donating a Vehicle to Charity
May 29, 2015
Restoring Business Through Reshoring
January 27, 2015
Audit Committees and the Non Profit Organization
January 08, 2015
Changes to the Offshore Voluntary Disclosure Program
July 17, 2014
Federal & Massachusetts Reporting and Registration Requirements Related to Lobbying Activity
July 15, 2014
Federal & Rhode Island Reporting and Registration Requirements Related to Lobbying Activity
July 15, 2014
Regulations Affecting the Running of Raffles in Massachusetts
May 23, 2014
Student Loan Forgiveness for Not-for-Profit Employees
April 29, 2014
Are You Looking for a Competitive Advantage?
April 02, 2014
Not-For-Profits Helping Other Organizations “Fiscal Agency”
March 31, 2014
Planned Giving
February 24, 2014
Quid Pro Quo Charitable Contributions
February 18, 2014
Endowment Spending Special Situations
February 07, 2014