Tax Planning and Reporting

Few issues that our clients face are without tax consequences. Whether it is:

  • Legacy planning for family and charity
  • Starting an annual giving program for children and grandchildren
  • Selling a business
  • Deciding when and how to take capital gains
  • Structuring an executive compensation package
  • Sorting through retirement options
  • Starting a nonprofit or foundation

All of these, and more, have profound tax implications. Sound planning can spell the difference between a positive outcome and an ill-advised choice. Individuals and families, business enterprises and nonprofit organizations rely on Hemenway & Barnes for trusted advice on a host of tax choices and how best to make an informed, tax-advantaged decision from among the many options available.

From estate planning and estate administration to family business succession planning and charitable giving, our attorneys, trustees, and tax professionals provide clients with a holistic plan that is aligned with their needs and values.

Tax Reporting

Filing tax returns and staying current with the ever-changing opportunities and responsibilities takes a team of sound, knowledgeable advisors. Clients depend on our firm's in-house tax professionals who are well-versed in return preparation to assist with:

  • State and federal income tax returns
  • Trusts and estates taxes
  • Gift taxes, generation-skipping transfer taxes, and charitable gift taxes
  • Partnership returns
  • Private foundations returns
  • International tax reporting and compliance

Team Spotlights

Stephen W. Kidder

Stephen W. Kidder concentrates his practice in the areas of taxation and professional fiduciary services.

News & Articles

Firm News
Stephen Kidder Named “Go To Taxation Lawyer” by Massachusetts Lawyers Weekly
Massachusetts Lawyers Weekly has named Hemenway & Barnes partner Stephen W. Kidder a “Go To Lawyer” in Taxation.
July 27, 2022
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Article
2022 Personal Tax Planning Update
The new year brings with it new tax-savings opportunities, including larger gift and estate tax exemptions and exclusions.
January 12, 2022
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Article
Charitable Estate Tax Deduction for LLC Membership Interests Reduced by Discounts for Lack of Marketability and Control
Keirsa K. Johnson summarizes the case of Estate of Warne v. Commissioner of Internal Revenue in a recent Boston Bar Association Trusts and Estates blog post.
April 20, 2021
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How can we help you?
Contact a member of our Estate & Tax Planning team today.
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