Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Individual Income Tax and Planning
Stock Options and Equity Compensation
Multi-Generational Planning
Pass-Thru Entities
Estate Planning
Client Specialty
Executives
Business Owners
Professionals
Retirees
Sean is a Director, Tax Services at The Colony Group specializing in tax planning strategy, as well as preparation of individual, trust, gift, pass-through entity, and foundation tax returns.
Prior to joining The Colony Group, Sean spent over 12 years in public accounting; including 9 years at Kahn, Litwin and Renza and Co.
Sean is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs, and the Massachusetts Society of CPAs. He earned a Master of Science in Taxation (MST) and Master Personal Financial Planner (MPFP) designation from Bentley University. He earned a Bachelor of Science in Accounting as well as a Master of Science in Management (MSM) from Bridgewater State University.
In his spare time, Sean enjoys spending time with his wife and 2 daughters, playing guitar, and listening to music.
Published Insights
Tax
Five Reasons to Distribute from Inherited IRAs Now
August 5, 2024
After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. Effective beginning in 2025, the final regulations look to whether...
Topical Viewpoints
Year-End Tax Planning 2023
December 11, 2023
With a divided Congress and the 2024 elections on the horizon, it is unlikely that we will see any major federal tax legislation in the immediate future. In turn,...
In The News
Colony Group Names Eight New Principals And Promotes Three
May 3, 2023
Financial Advisor Magazine covered The Colony Group's latest promotions and the future of their common vision. Read the full story here.
Topical Viewpoints
The Colony Group Announces Promotion of Eight New Principals
May 2, 2023
BOSTON, MA – The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of...
Her Wealth
The Truth About Taxes in Retirement
April 1, 2023
Taxes are a fact of life—even in retirement. How much you will be required to pay could have an effect on your lifestyle during this phase of your life....
Wealth Management
What You Need to Know About the Latest COVID-19 Relief Bill
December 29, 2020
Last week, Congress passed a $900 billion relief bill called The Consolidated Appropriations Act, 2021 (the Act). The legislation was signed into law by the President on Sunday, December...
Wealth Management
Should you plan for higher taxes now? Yes, say tax professionals.
October 27, 2020
With the election just around the corner, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering for clients....
The Paycheck Protection Program Flexibility Act – 5 Welcome Revisions
June 10, 2020
(PPPFA) was signed into law on June 5, 2020 with nearly full bipartisan support. It provides several important revisions to the Paycheck Protection Program (PPP) summarized below. Expanding the...
Low Interest Rates Offer Opportunities To Pass More Wealth to Future Generations
June 8, 2020
Good news remains elusive these days, but low interest rates may be the good news we need right now. The low rate environment offers several opportunities to pass significant...
Loss of PPP Expense Deductibility Could Mean Higher Taxes Later
May 8, 2020
If you were fortunate enough to get through the application and received a loan under the Payment Protection Program (PPP), well done! Unfortunately, the IRS recently issued guidance regarding...
In The News
Loss of PPP Expense Deductibility Could Mean Higher Taxes Later
May 7, 2020
Will businesses that got PPP loans face higher taxes next year? Sean Kelly of The Colony Group uncovers the double-dip double-cross in his article.
Business Management
Small Business Loans Replenished with $370 Billion, but You Need to Act Now
April 27, 2020
Both the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan Emergency Advance (EIDL) have received a combined $370 billion of new funding after the original $349 billion dried...
Business Management
What Businesses Need to Know About the CARES Act
April 9, 2020
The recently enacted Coronavirus Aid, Relief, and Economic Security or CARES Act provided much needed financial relief to millions of individuals and businesses impacted by the near-global economic shutdown....
Wealth Management
Key Components of the CARES Act for Individuals
April 9, 2020
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was recently enacted into law and many of the provisions of the $2 trillion package may be relevant to you....
Wealth Management
Retirement Is a Whole New Ballgame Under the SECURE Act
January 22, 2020
Part of the $1.4 Trillion spending package passed by Congress and signed off by the President, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act contains several important...
How Business Owners Could Reap Big Tax Savings
July 9, 2018
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...