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. […]
The Accountant’s Guide to Navigating Changing Tax Laws
One thing I’ve learned in more than three decades as an accountant is that tax laws are never still. Just when you think you’ve got them all figured out, something changes—new legislation, new regulations, or a new interpretation that shifts the rules yet again. For families and small business owners, keeping up with these changes […]
Financial Planning for Families: Smart Strategies for College, Retirement, and Beyond
When I sit down with families to talk about their finances, one theme always comes up: balance. Families want to do right by their kids, secure their own future, and still enjoy life in the present. The challenge is that there are always competing priorities—saving for college, planning for retirement, managing day-to-day expenses, and preparing […]
Balancing Family, Career, and Community: Lessons from a Life in Finance
By David E. Plunkett, CPA Finding Balance in a Busy World When people hear that I’m a CPA, they often assume my life revolves around numbers, spreadsheets, and tax deadlines. While that’s certainly a big part of my career, my story has always been about much more than balance sheets—it’s about finding balance in life. […]
The Future of Tax Services: How Technology Is Transforming Accounting Practices
By David E. Plunkett, CPA The Changing World of Accounting When I first started my career in accounting, tax work looked very different than it does today. We had paper returns, manual calculations, and filing cabinets filled to the brim with client records. Over the decades, I’ve seen accounting evolve alongside new laws, regulations, and […]