News & Resources

Attempting a Weekend Taxable Gift of Securities from a Brokerage Account (If You Must)

Paul Cathcart to Present on Post-Mortem Planning at the 2022 Estate Planning: MCLE BasicsPlus!®

The Massachusetts Estate Tax, the Governor’s Proposal, and Out-of-State Real and Tangible Personal Property

Paul Cathcart to Present on Post-Mortem Planning at the Estate Planning: MCLE BasicsPlus!

Proposed Changes to Tax Laws Spur a Call to Action

IRS Extends Tax Deadline to May 17

Paul Cathcart to Present at BBA Practice Fundamentals Series Webinar on Modifying Irrevocable Trusts

Paul Cathcart to Present “Trust & Estate Planning in a Unique Year”

COVID-19 and Presidential Election Have Significant Effect on Estate Planning

The CARES Act: Provisions that Affect Individuals and Families

UPDATED: Treasury Department Extends April 15 Tax Filing and Payment Deadlines

Treasury Department Extends April 15 Tax Payment Deadline

Brad Bedingfield and Paul Cathcart to Speak at BBA CLE Program “Think Globally; Plan Locally: A Review of Estate Planning Issues with Global Clients

Paul Cathcart authors "IRS Releases Proposed 'Anti-Clawback' Regulations"

Identifying and Avoiding Tax Scams