Planning for Multi-Generational Wealth
Building wealth is a goal for many families, but preserving it across generations requires planning, strategy, and thoughtful communication. Over my career in accounting and finance, I have worked with families who want to provide not just for themselves, but for their children, grandchildren, and beyond. Multi-generational wealth planning is about more than just money. […]
Smart Tax Strategies for Small Business Owners
Running a small business is rewarding, but it comes with challenges, especially when it comes to managing taxes. I have worked with small business owners in Massachusetts for decades, and one thing is clear: the key to financial success is planning, not just reacting. Smart tax strategies are not just about reducing what you owe. […]