Tax Planning & 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

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 aligned with their needs and values.

Tax Reporting

Preparing tax returns and staying current with the ever-changing opportunities and responsibilities takes a team of knowledgeable advisors. Clients depend on our firm's in-house tax professionals to prepare and file an array of income and transfer tax returns including:

  • Federal and state income tax returns for individuals
  • Fiduciary returns for trusts and estates
  • Tax returns for public and private foundations
  • Federal and state estate tax returns
  • Gift tax returns
  • Generation-skipping transfer tax returns (GSTT)

Tax Audits and Controversies

Our team of tax attorneys, litigators and accountants have in-depth knowledge of tax reporting requirements as well as the audit and appeals process. From tax planning, ruling requests and appeals from state tax assessments to litigating cases in state courts and at the Massachusetts Appellate Tax Board, we are ready to help you avoid and resolve state and local tax disputes. Learn more.

Related Services

Estate & Tax Planning
Our comprehensive approach is flexible, so it's tailored to each client’s unique financial situation, family, goals, values, and more.
Nonprofit Representation
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.
State & Local Taxation Disputes
Corporations, nonprofits and individuals with complex state and local tax matters often turn to our attorneys for help resolving their disputes.

Team Spotlights

Stephen W. Kidder

Stephen W. Kidder concentrates his practice in the areas of taxation and professional fiduciary services. Mr. Kidder counsels a number of New England’s leading nonprofit organizations in the areas of governance, regulatory and compliance issues. In addition, he serves as a private fiduciary for many family trusts. Mr. Kidder represents major professional sports players associations nationally on both state and local tax issues.

News & Articles

The 2024 BBA Beacon Awards for Diversity, Equity & Inclusion
Paul Cathcart to Present on Post-Mortem Planning at the 2023 Estate Planning: MCLE BasicsPlus!®
The Massachusetts Coalition to Prevent Gun Violence's 8th Annual Peace MVP Awards
How can we help you?
Contact a member of our Wealth Management team today.
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