Tax Complexity, Tactical Roth Conversions, and more

Meet Our Firm

Ashley Fenton

Ashley is a graduate of Framingham State University, where she earned her bachelor’s degree in finance in 2023. She is currently pursuing her Master of Science in Accounting at Western New England University, with graduation expected in Fall 2025. Outside of work, Ashley enjoys soccer and running, both of which she competed in during college, and she recently ran her first half marathon.

What Football and Estate Planning Have in Common

I really wanted to watch the Sunday night football game, and I really needed to write this blog, so I thought I’d do both and write a blog about what football and Estate Planning have in common. Turns out it’s more than you think. Both Estate Planning and football focus on strategy, teamwork and preparing for the future. (more)

Teams That Prioritize Either Learning or Performance Perform Better

In today’s fast-moving work environment, organizations expect teams to do everything at once: perform flawlessly in the moment and constantly improve for the future. But is it wise to ask teams to chase both performance and learning outcomes at the same time? Our research says no. (more)

Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement

The One Big Beautiful Bill (OBBB), signed into law in July, made headlines with promises of tax relief and economic growth. But for retirees, the reality is more complicated and, in many cases, more costly. While the law extends some favorable tax brackets and introduces deductions for older Americans, several provisions do little to support people already in retirement. Others could quietly raise your costs or trigger unintended tax consequences if you're not careful. (more)

One Big Beautiful Bill Act Makes the Individual Income Tax More Complex

The One Big Beautiful Bill Act (OBBBA) was passed into law on July 4, 2025. The law makes many structural improvements to the tax code, most prominently by making the expiring individual provisions of the Tax Cuts and Jobs Act (TCJA) permanent. However, except for repealing some energy credits from the Inflation Reduction Act (IRA) and making permanent expensing for certain types of business investment, the law does not expand upon the TCJA’s successes. (more)

How Wayfair’s Economic Nexus Has Redefined Business Tax Obligations

The U.S. Supreme Court’s landmark decision in South Dakota v. Wayfair, Inc. overturned years of precedent that had precluded states from imposing sales taxes on sellers who derived sales from a state but had no physical presence there (e.g., payroll or property). Today, the impact of Wayfair has reached far beyond sales tax, including income tax, net worth/franchise tax, gross receipts tax, and overall business compliance. (more)

Interest Expense Limitations: What Your Business Needs to Know About IRC 163J with Estefania Cabrera

When I work with business clients, one of the tax provisions that often catches them by surprise is IRC Section 163J. It’s not a flashy topic, but understanding it can significantly impact your bottom line. This rule was expanded under the Tax Cuts and Jobs Act of 2017 and now applies to a broad range of U.S. businesses, not just foreign-owned subsidiaries. Its intention is twofold: to help pay for the TCJA and to encourage companies to consider equity over debt financing. Here’s the core of it—IRC 163J limits the amount of business interest expense you can deduct to 30% of your adjusted taxable income (ATI), plus your total business interest income. (more)

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