Michael Cooper Promotion

Walter Shuffain Promotes Michael Cooper to Shareholder

Walter Shuffain, P.C. (Walter Shuffain) is pleased to announce the promotion of Michael Cooper, CPA, to Shareholder, effective January 1, 2023. Michael works predominantly with the firm’s real estate, professional services, and manufacturing clients. He joined Walter Shuffain in 2013…
Taxes on Exercising Stock Options

Exercising Stock Options? Here’s What to Expect from a Tax Perspective

Written by: David Bryant, CPA and Joe Bellante, CPA If you’ve been awarded stock options from your employer, it’s essential to understand the tax implications of exercising them. In this post, we’ll break down the tax implications of stock options…
Massachusetts Millionaire’s Tax

6 Options for Easing the Impact of the Massachusetts Millionaire’s Tax

Written by: Jonathan Hitter, CPA, MST, CGMMA In the November 2022 General Election, Voters approved an amendment to the Massachusetts Constitution, nicknamed the ‘Millionaire’s Tax.’ Starting in 2023, an additional 4% income tax will be placed on any ‘portion of…
Generational Wealth Transfer

Take Control of Your Legacy: Planning for Generational Wealth Transfer

The Silent Generation and Baby Boomers are incredibly fortunate generations—and so might be their heirs. Cerulli’s U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021 report predicts these generations will transfer $72.6 trillion in assets to heirs and $11.9 trillion to charities through…