It has now been almost two years since the Tax Cuts and Jobs Act (TCJA) passed at the end of 2017. The stated intention of the TCJA was to...
Many couples going through a divorce are unprepared for the difficult journey ahead and the emotional toll. For more affluent couples, divorce creates the added stresses of untangling complicated...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Economists from academia and the policy sphere...
For the second time in the 33-year history of The Colony Group, we are pleased to welcome not one, but two new teams to The Colony Group family. Today, we welcome our...
BOSTON, Aug. 26, 2019 — The Colony Group, a national, award-winning wealth management firm that manages approximately $10 billion in regulatory assets for clients, announced an agreement for a strategic transaction with Harvest...
Shane Glass, President, Colony Business Management & Managing Director at The Colony Group, provides tax advisory and accounting services to influential musicians, touring artists, athletes, directors, producers, content creators,...
The Colony Group is pleased to announce that Jason Blackwell, CFA, CAIA, has joined the company as their Chief Investment Strategist. Blackwell is an investment professional possessing both deep analytical...
Kevin Dolan, nicknamed the “Mayor of Naples, Florida,” retires from The Colony Group If you spend any time with Kevin Dolan, you are immediately struck by two things: his...
I have been volunteering with Wednesday Night Supper Club for about a decade. In commuting across Boston, I was moved to do my part by the vast display of...
Find out why your overall income taxes might be higher than expected despite the Tax Cuts and Jobs Act tax...
Here's what you need to know about giving financial gifts to organizations, family members, and...
Beware of the 2018 tax rule changes from the TCJA 2017 that may bring unexpected tricks to the...
Taxes are a fact of life—even in retirement. Asking these questions can help you avoid surprises at tax...
The Tax Cuts and Jobs Act of 2017 (TCJA), which was enacted in 2017 but largely became effective at the beginning of 2018, changed many of the fundamental underpinnings...
The Supreme Judicial Court of Massachusetts recently held that a petition commonly known as the “Millionaire’s Tax” must be excluded from the 2018 Massachusetts ballot. The petition proposed an...
If you are a sole proprietor, a shareholder or member of an S-Corp, Partnership or LLC, including publicly traded partnerships, or if you own rental real estate, you may...
Last week, our Colony Group colleagues, Jonathan Lustig and Jim Johnston, joined the Boys and Girls Club of Medford and Somerville, MA, for an interactive educational session with their...
The Colony Group is honored that its Bethesda, MD office was selected as one of the Best Places To Work by the Washington Business Journal. The key to our...
Read our last minute tax tips to make sure you are maximizing your deductions and don't run into any...
ORLANDO, FL, March 15, 2018 — ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today...
The Tax Cuts and Jobs Act of 2017 signed into law in December provides a major overhaul to the previous tax legislation. As the bill was being finalized, many...
Given the current uncertainty surrounding the potential for tax reform, year-end tax planning has become more challenging – and more important – than in other years. The Senate passed...
Many women don't want to admit that they never read their tax return before signing it. Here's why you...
We make it easy to know if you will have a taxable gain and the exceptions to consider before selling your...
As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was one nagging issue that kept holding me back: a lack...